Integrating Zoho Books with GoToTraining by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Zoho Books and GoToTraining

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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.

About GoToTraining

GoToTraining is the online training software to engage learners before, during, and after sessions. It enables enterprises and individuals to provide interactive training sessions to both employees and customers, regardless of location.

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Connect Zoho Books + GoToTraining in easier way

It's easy to connect Zoho Books + GoToTraining without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Training

    Triggers when there is a new training event.

  • New Training Registrant

    Triggers when you get a new registrant for a particular event.

  • Actions
  • Create Bill

    Creates a new bill.

  • Create Customer

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Create/Update Contact

    Create and Updates an existing contact.

  • Delete Invoice

    Delete an existing Invoice.

  • Mark Invoice as Confirm

    Mark Invoice as confirm

  • Mark Invoice as Paid

    Mark Invoice as Paid

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

  • Create Registrant

    Creates a registrant for a particular training.

  • Create Training

    Creates a training

How Zoho Books & GoToTraining Integrations Work

  1. Step 1: Choose Zoho Books as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick GoToTraining as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Zoho Books to GoToTraining.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:41 am
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