Connect Zoho WorkDrive and QuickBooks to Build Intelligent Automations
Choose a Trigger
When this happens...
New Folder
Choose an Action
Automatically do this!
Create Payment
Create Department
Create Invoice
Create Account
Get BalanceSheet Report
Get Customer Balance
Get Customer Income
Ready to use Zoho WorkDrive and QuickBooks automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Folder
Triggers when a new folder is created.
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
New Bill
Triggers when a new bill is created.
Do thisActions
Action is the task that follows automatically within your Zoho WorkDrive integrations.
Upload File
Uploads a file to a specified folder.
Create Folder
Creates a New Folder.
Find Folder
Find a folder by name.
Find File By Name
Find a specific file by its name.
Create Team Folder
Creates a new Team Folder.
Create Payment
Records a new payment transaction.
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Frequently Asked Questions
To start, connect both your Zoho WorkDrive and QuickBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho WorkDrive triggers actions in QuickBooks (or vice versa).
Absolutely. You can customize how Zoho WorkDrive data is recorded in QuickBooks. This includes choosing which data fields go into which fields of QuickBooks, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho WorkDrive and QuickBooks 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 WorkDrive and QuickBooks. 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 WorkDrive
Zoho WorkDrive is a secure file management and collaboration platform designed for teams to store, share, and manage their files efficiently.
Learn MoreAbout QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
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