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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Triggers when a new order is created
New Quote
Triggers when a new quote is created or updated
New Sales-Invoice
Triggers when a new sales invoice is created or updated
New/Updated Company
Triggers when a company is added or updated
Do thisActions
Action is the task that follows automatically within your Zoho Contracts integrations.
Create Department
Create a new department in Zoho Contracts
Create department
Create a new department in Zoho Contracts.
Create Obligation Category
Create a new obligation category to organize contract duties and requirements.
Create Product
Creates a product
Create Project
Creates a Project
Create Person
Creates a person
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Frequently Asked Questions
To start, connect both your Zoho Contracts and Bexio accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Contracts triggers actions in Bexio (or vice versa).
Absolutely. You can customize how Zoho Contracts data is recorded in Bexio. This includes choosing which data fields go into which fields of Bexio, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Contracts and Bexio 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 Contracts and Bexio. 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 Contracts
Zoho Contracts is a comprehensive platform designed to streamline contract management processes, offering tools for drafting, reviewing, and managing contracts efficiently.
Learn MoreAbout Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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