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Enable Integrations or automations with these events of Zoho Invoice and exa.ai
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 exa.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Invoice triggers actions in exa.ai (or vice versa).
Absolutely. You can customize how Zoho Invoice data is recorded in exa.ai. This includes choosing which data fields go into which fields of exa.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Invoice and exa.ai 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 exa.ai. 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 MoreExa.ai is a cutting-edge platform that leverages artificial intelligence to provide innovative solutions for various industries. It offers tools and services that enhance productivity, automate processes, and deliver insights through advanced AI algorithms.
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