Connect Zoho Campaigns and Zoho Books to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Campaigns
Choose an Action
Automatically do this!
Create Invoice
Create Customer
Find Invoice
Create Item
Create Estimate
Get all Invoices
Find a Customer
Create a Bill
Ready to use Zoho Campaigns and Zoho Books automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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.
Do thisActions
Action is the task that follows automatically within your Zoho Campaigns integrations.
Get Mailing Lists
Get all existing mailing lists.
List Contacts
Get all List of Contacts.
List All Contact Fields
Get All Contact Fields.
List Segment Contacts
Get all Segment Contacts.
List Recent Campaigns
Get all Recent Campaigns.
List Recently Sent Campaigns
Get all Recently Sent Campaigns.
Know More About Zoho Campaigns and Zoho Books Integrations
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Frequently Asked Questions
To start, connect both your Zoho Campaigns and Zoho Books accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Campaigns triggers actions in Zoho Books (or vice versa).
Absolutely. You can customize how Zoho Campaigns data is recorded in Zoho Books. This includes choosing which data fields go into which fields of Zoho Books, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Campaigns and Zoho Books 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 Campaigns and Zoho Books. 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 Campaigns
Zoho Campaigns lets you send email and social media campaigns to your subscribers.
Learn MoreAbout 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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