
When this happens...

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new bot is created.
Action is the task that follows automatically within your Zoho Invoice integrations.
Creates a New Invoice.
Add a new contact in Zoho Invoice with optional company, billing/shipping addresses, contact persons, payment terms, currency, and tax details.
Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.
Creates a new estimate.
Create a new contact person.
Get a specific contact by contact id.

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To start, connect both your Zoho Invoice and Chatlayer accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Invoice triggers actions in Chatlayer (or vice versa).
Absolutely. You can customize how Zoho Invoice data is recorded in Chatlayer. This includes choosing which data fields go into which fields of Chatlayer, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Invoice and Chatlayer 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 Invoice and Chatlayer. 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 Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing
Learn MoreChatlayer is a powerful AI-driven platform designed to create, manage, and optimize chatbots for various communication needs. It enables businesses to automate customer interactions, enhance user engagement, and improve customer support through intelligent conversational agents.
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