Integrazione Zoho Books + Hipcall
Zoho Books è un software di contabilità che aiuta a gestire i clienti e le finanze.
Quando ciò accade (trigger)
Esegui questa operazione (Azioni)
Create task
Creates a new task.
Creates a new task.
Update task
Updates an existing task.
Updates an existing task.
Create contact
Creates a new contact.
Creates a new contact.
Update contact
Updates an existing contact.
Updates an existing contact.
Create company
Creates a new company.
Creates a new company.
Update company
Updates an existing company.
Updates an existing company.
Create deal
Creates a new deal.
Creates a new deal.
Update deal
Updates an existing deal.
Updates an existing deal.
Call init
When a call start.
When a call start.
Call hangup
When the call hangup.
When the call hangup.
Create callback
When the caller create a new callback request.
When the caller create a new callback request.
New Bill
Triggers when a new bill creates.
Triggers when a new bill creates.
New Customer
Triggers when a new customer creates.
Triggers when a new customer creates.
New Expense
Triggers when new expense creates.
Triggers when new expense creates.
New Invoice
Triggers when new invoice creates,
Triggers when new invoice creates,
New Item
Triggers when a new item creates
Triggers when a new item creates
New Vendor
Triggers when new vendor creates.
Triggers when new vendor creates.
New Credit Note
Triggers when a new credit note is created.
Triggers when a new credit note is created.
New Customer
Triggers when a new customer is added
Triggers when a new customer is added
New Customer Payment
Triggers when a new customer payment is recorded.
Triggers when a new customer payment is recorded.
New Expense
Triggers when a new expense is created
Triggers when a new expense is created
New Invoice
Triggers when a new invoice is created.
Triggers when a new invoice is created.
New Item
Triggers when a new item is created
Triggers when a new item is created
New Project
Triggers when a new project is created.
Triggers when a new project is created.
New Timesheet
Triggers when a new timesheet is created
Triggers when a new timesheet is created
New Recurring Expense
Triggers when a new recurring expense is created.
Triggers when a new recurring expense is created.
New Recurring Invoice
Triggers when a new recurring invoice is created
Triggers when a new recurring invoice is created
New Estimate
Triggers when a new estimate is created.
Triggers when a new estimate is created.
Create Contact
Creates a new customer or vendor.
Creates a new customer or vendor.
Update Contact
Updates an existing customer or vendor.
Updates an existing customer or vendor.
Get Contact
Get a specific contact detail.
Get a specific contact detail.
Delete Contact
Delete a specific contact detail.
Delete a specific contact detail.
Get Contact by Email
Get contact details by Email.
Get contact details by Email.
Get Contact by Phone Number
Get contact details by phone number.
Get contact details by phone number.
Get Contact Address Details
Retrieves specific contact address details.
Retrieves specific contact address details.
Create Contact Person
Creates a new contact person.
Creates a new contact person.
Update Contact Person
Updates an existing contact person.
Updates an existing contact person.
Get Contact Person
Get a specific contact person detail.
Get a specific contact person detail.
Create Estimate
Creates a new estimate.
Creates a new estimate.
Update Estimate
Updates an existing estimate.
Updates an existing estimate.
Get Estimate
Get a specific estimate detail.
Get a specific estimate detail.
Delete Estimate
Delete a specific estimate.
Delete a specific estimate.
Create Sales Invoice
Creates a sales invoice with Line Items.
Creates a sales invoice with Line Items.
Update Sales Invoice
Updates an existing sales invoice.
Updates an existing sales invoice.
Get Sales Order by Number
Retrieves sales order details by number.
Retrieves sales order details by number.
Create Sales Order
Creates a new sales order with line items.
Creates a new sales order with line items.
Update Sales Order
Updates existing sales order with line items.
Updates existing sales order with line items.
Find Invoice
Finds an invoice.
Finds an invoice.
Get Invoice
Get a specific invoice detail.
Get a specific invoice detail.
Delete Invoice
Delete a specific invoice.
Delete a specific invoice.
Create Item
Creates an item.
Creates an item.
Update Item
Updates an existing item.
Updates an existing item.
Get Item
Get a specific item detail.
Get a specific item detail.
Delete Item
Delete a specific item.
Delete a specific item.
Create Employee
Creates an employee for an expense.
Creates an employee for an expense.
Get Employee
Get a specific employee detail.
Get a specific employee detail.
Delete Employee
Delete a specific employee.
Delete a specific employee.
Create Expense
Creates a new expense.
Creates a new expense.
Update Expense
Updates an existing expense.
Updates an existing expense.
Get Expense
Get a specific expense detail.
Get a specific expense detail.
List Currencies
List all the currencies.
List all the currencies.
Create Bill
Creates a new bill.
Creates a new bill.
Update Bill
Updates the existing bill by bill number.
Updates the existing bill by bill number.
Find Bill
Get specific bill(s) based on search text.
Get specific bill(s) based on search text.
Find Customer
Get specific customer(s) based on search text.
Get specific customer(s) based on search text.
Find Vendor
Get specific vendor(s) based on search text.
Get specific vendor(s) based on search text.
List Active accounts
Retrives list of active accounts.
Retrives list of active accounts.
List Field(s) Details of Bill
Lists the specific field details that are used by the user while creating or updating the bill.
Lists the specific field details that are used by the user while creating or updating the bill.
List States
List all the States of specific Country.
List all the States of specific Country.
List contact persons
Lists all contact persons.
Lists all contact persons.
Get Contact Person by Contact ID
Get a specific contact person detail via contact ID.
Get a specific contact person detail via contact ID.
Get Item by Name
Get a specific item detail by name.
Get a specific item detail by name.
Create task (Coming soon)
Creates a new task.
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Creates a new contact.
Create company (Coming soon)
Creates a new company.
Creates a new company.
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