Connect Zoho Invoice and OnceHub to Build Intelligent Automations

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Zoho Invoice

When this happens...

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OnceHub

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Booking Scheduled

Booking Scheduled

Triggers when a new booking is scheduled.

Booking Rescheduled

Booking Rescheduled

Triggers when a booking is rescheduled.

Booking No-Show

Booking No-Show

Triggers when the status of a booking is manually changed to “No-show”.

Booking Canceled

Booking Canceled

Triggers when an existing booking is cancelled.

Booking Lifecycle Event

Booking Lifecycle Event

Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.

Conversation Started

Conversation Started

Triggers when a website visitor starts interacting with your chatbot.

Do thisActions

Action is the task that follows automatically within your Zoho Invoice integrations.

Create Invoice

Create Invoice

Creates a New Invoice.

Create Contact

Create Contact

Add a new contact in Zoho Invoice with optional company, billing/shipping addresses, contact persons, payment terms, currency, and tax details.

Create Item

Create Item

Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.

Create Estimate

Create Estimate

Creates a new estimate.

Create Contact Person

Create Contact Person

Create a new contact person.

Find Contact

Find Contact

Get a specific contact by contact id.

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Frequently Asked Questions

How do I start an integration between Zoho Invoice and OnceHub?

To start, connect both your Zoho Invoice and OnceHub accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Invoice triggers actions in OnceHub (or vice versa).

Can we customize how data from Zoho Invoice is recorded in OnceHub?

Absolutely. You can customize how Zoho Invoice data is recorded in OnceHub. This includes choosing which data fields go into which fields of OnceHub, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Invoice and OnceHub?

The data sync between Zoho Invoice and OnceHub typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Invoice to OnceHub?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Invoice and OnceHub?

Yes, you can set conditional logic to control the flow of data between Zoho Invoice and OnceHub. 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

About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing

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OnceHub

About OnceHub

Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.

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