Integrations Zoho Books speak2leads
Zoho Books + speak2leads

Connect Zoho Books and speak2leads to Build Intelligent Automations

Choose a Trigger

Zoho Books

When this happens...

Choose an Action

speak2leads

Automatically do this!

Enable Integrations or automations with these events of Zoho Books and speak2leads

Enable Integrations or automations with these events of Zoho Books and speak2leads

Triggers

New Sales Invoice

New Sales Invoice

Triggers when a new sales invoice is created.

New Updated Sales Invoice

New Updated Sales Invoice

Triggers when a sales invoice is updated.

Request a new Trigger for Zoho Books

Actions

Create Invoice

Create Invoice

Creates a new invoice for a selected customer.

Create Customer

Create Customer

Creates a new customer.

Find Invoice

Find Invoice

Finds an existing Invoice.

Create Item

Create Item

Creates a new item.

Create Estimate

Create Estimate

Generates a new estimate for a customer or lead.

Get all Invoices

Get all Invoices

Get a list of all invoices.

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Frequently Asked Questions

How do I start an integration between Zoho Books and speak2leads?

To start, connect both your Zoho Books and speak2leads accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Books triggers actions in speak2leads (or vice versa).

Can we customize how data from Zoho Books is recorded in speak2leads?

Absolutely. You can customize how Zoho Books data is recorded in speak2leads. This includes choosing which data fields go into which fields of speak2leads, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Books and speak2leads?

The data sync between Zoho Books and speak2leads typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Books to speak2leads?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Books and speak2leads?

Yes, you can set conditional logic to control the flow of data between Zoho Books and speak2leads. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Zoho Books

About Zoho Books

Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.

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speak2leads

About speak2leads

Speak2Leads converts your new inbound leads into phone calls to your reps to help them respond quickly and persistently and make more sales.

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