Integrating Colligso TextIn with Zoho Books by AI Agents and Assistants

Triggers when a new contact is created.

Triggers every time a new credit note is created.

Triggers every time a new estimate is created.

Triggers every time a new item is created.

Triggers every time a new purchase order is created.

Triggers on a new sales invoice in Zoho Books.

Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.

Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

Get opt-in for marketing

Creates a new bill.

Creates a new contact.

Creates a new item.

Creates a new sales invoice in Zoho Books.

Create and Updates an existing contact.

Delete an existing Invoice.

Mark Invoice as confirm

Mark Invoice as Paid

Updates an existing contact.

Updates an existing invoice in Zoho Books.