Connect Zoho Inventory and Plane.so to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is added.
New Invoice
Triggers when a new invoice is created.
New Item
Triggers when a new item is created.
New Salesorder
Triggers when a new salesorder is created.
New Issue Created
This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.
Issue Updated
Triggers when a issue is modify.
Do thisActions
Action is the task that follows automatically within your Zoho Inventory integrations.
Create Contact
Creates a new contact.
Create Invoice
Creates a new invoice.
Create Item
Creates a new item.
Create Sales Order
Creates a new sales order.
Add a Project
Add project in a workspace.
Fetch all projects
Fetches a list of all projects within a specified workspace.
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Frequently Asked Questions
To start, connect both your Zoho Inventory and Plane.so accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Inventory triggers actions in Plane.so (or vice versa).
Absolutely. You can customize how Zoho Inventory data is recorded in Plane.so. This includes choosing which data fields go into which fields of Plane.so, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Inventory and Plane.so 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 Plane.so. 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 Inventory
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 MoreAbout Plane.so
Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.
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