Connect Zoho Books and YourGPT to Build Intelligent Automations
Choose a Trigger
When this happens...
New Sales Invoice
New Updated Sales Invoice
Choose an Action
Automatically do this!
Send Message
Create New Session
Ready to use Zoho Books and YourGPT automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Invoice
Triggers when a new sales invoice is created.
New Updated Sales Invoice
Triggers when a sales invoice is updated.
Message Received
Triggers when a new message is received in your YourGPT chatbot session.
User Message Sent
Triggers when a user sends a message to the YourGPT chatbot in an active session.
Do thisActions
Action is the task that follows automatically within your Zoho Books integrations.
Create Invoice
Creates a new invoice for a selected customer.
Create Customer
Creates a new customer.
Find Invoice
Finds an existing Invoice.
Create Item
Creates a new item.
Create Estimate
Generates a new estimate for a customer or lead.
Get all Invoices
Get a list of all invoices.
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Frequently Asked Questions
To start, connect both your Zoho Books and YourGPT accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Books triggers actions in YourGPT (or vice versa).
Absolutely. You can customize how Zoho Books data is recorded in YourGPT. This includes choosing which data fields go into which fields of YourGPT, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Books and YourGPT typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Books and YourGPT. 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.
About Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn MoreAbout YourGPT
YourGPT is an advanced AI tool designed to assist users in generating human-like text based on the input provided. It leverages state-of-the-art machine learning models to understand and produce text that is coherent and contextually relevant, making it ideal for content creation, customer support, and more.
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