
When this happens...
New Message

Automatically do this!
Create Contact
List Contacts
Update Contact
Create Product
List Products
Create Payment
List Payments
Get Taxes
Create Purchase Order
Get Purchase Order
Create Sales invoices
Get Sales orders
Get Sales invoices
Create Sales orders
Create Sales receipts
Get Sales receipts
List Contact Groups
List Remittances
List Services
Get Projects
Get Tasks
List employees
List accounting accounts
Create Events
Create Employee
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new message is sent or received.
Trigger when a new contact created.
Action is the task that follows automatically within your Zoho cliq integrations.
Send a message to all subscribers of a bot
Send a direct message to a user or contact in your organization.
Send a message to a channel, optionally as a bot, as a reply, or with a card.
Create a new contact.
Get all your contact by phone number.
Update a specific contact.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Zoho cliq and Holded accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho cliq triggers actions in Holded (or vice versa).
Absolutely. You can customize how Zoho cliq data is recorded in Holded. This includes choosing which data fields go into which fields of Holded, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho cliq and Holded 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 cliq and Holded. 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.
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