Integrating Salesmate.io with Zoho Books by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Salesmate.io and Zoho Books
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Award Winning App Integration Platform
Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.
About Zoho Books
Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
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It's easy to connect Salesmate.io + Zoho Books without coding knowledge. Start creating your own business flow.
- Triggers
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New ActivityTriggers when a new activity is created.
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New Company
Triggers when a New Company is created.
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New Contact
Triggers when a New Contact is created.
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New Deal
Triggers when a new Deal is created.
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New ContactTriggers when a new contact is created.
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New Credit Notes
Triggers every time a new credit note is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
- Actions
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Create Activity
Creates a new activity.
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Create Company
Creates a new company.
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Create Contact
Creates a New Contact
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Create Deal
Creates a new deals.
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Update Activity
Updates an existing activity.
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Update Company
Updates an existing company.
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Update Contact
Updates an existing contact.
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Update Deal
Updating an existing deal.
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Create Bill
Creates a new bill.
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Create Customer
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Create/Update Contact
Create and Updates an existing contact.
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Delete Invoice
Delete an existing Invoice.
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Mark Invoice as Confirm
Mark Invoice as confirm
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Mark Invoice as Paid
Mark Invoice as Paid
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Update Contact
Updates an existing contact.
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Update Sales Invoice
Updates an existing invoice in Zoho Books.
How Salesmate.io & Zoho Books Integrations Work
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Step 1: Choose Salesmate.io as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho Books as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Salesmate.io to Zoho Books.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.