Zoho Books + HelpScout Integration

Triggers the automation whenever a timesheet is created

Automatically generates a new sales invoice with pre-filled details

Automatically locate and retrieve invoices with

Automatically adds a new customer to the database

Automatically locate and retrieve customer information

Automatically retrieves customer information based on their ID

Automatically generates and process a payment transaction

Automatically searches for a vendor

Automatically adds a new contact to the contact list

Automatically generates a new sales order with pre-filled details

Automatically retrieves line items associated with a sales order ID

Automatically searches for account information

Automatically generates a purchase order for approved requests

Automatically creates a new task

Automatically start a new conversation with speicified recipients

Automatically searches for keywords within a conversation

Automatically adds a new customer to the database

Automatically locate and retrieve customer information

Automatically adds a note to the selected item

Automatically updates customer information and properties based on particular criteria

Automatically updates a customer's information

Automatically searches for a user

Automatically sends a reply

Automatically searches for a mailbox

Automatically generates a report summarizing tasks completed and progress made in the past week

Automatically retrieves and summarize daily activity and performance data for review

Automatically generates a personalized report based on particular criteria