
When this happens...
New Contact
New Invoice
New Item
New Salesorder

Automatically do this!
Update a Segment
Create Segment
Unpublish a Flow
Publish a Flow
Update a Group Profile
Update a User Profile
Send an Event
List Flows
List Segments
List Tags
List Jobs
List Pins
List Mobile Experiences
List Launchpads
List Banners
List Checklists
Publish a Checklist
Publish Banners
Unpublish a Checklist
Unpublish Banner
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is added.
Triggers when a new invoice is created.
Triggers when a new item is created.
Triggers when a new salesorder is created.
Retrieve Appcues flows created within the last specified number of minutes.
Fetch segments created within the specified number of minutes.
Action is the task that follows automatically within your Zoho Inventory integrations.
Creates a new contact.
Creates a new invoice.
Creates a new item.
Creates a new sales order.
Update the name and/or description of an existing Appcues segment using its segment ID.
Creates a new segment.

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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 Inventory and Appcues accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Inventory triggers actions in Appcues (or vice versa).
Absolutely. You can customize how Zoho Inventory data is recorded in Appcues. This includes choosing which data fields go into which fields of Appcues, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Inventory and Appcues 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 Inventory and Appcues. 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 Inventory is inventory management software for growing businesses to increase the sales and keep track of every unit with powerful stock management, order fulfillment, and inventory control.
Learn MoreAppcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.
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