How to connect HappyForms + ServiceTrade + Zoho Books
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Do even more with HappyForms + ServiceTrade + Zoho Books
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with HappyForms, ServiceTrade, and Zoho Books. And don’t forget that you can add more apps and actions to create complex workflows.
New Activity
Triggers when a new activity is created.
Try ItNew Clock Event
Triggers when a new clock event (clock-in or clock-out) is created.
Try ItNew Company
Triggers when a new company is created.
Try ItNew Deficiency
Triggers when a new deficiency is created.
Try It
New Attachment
Triggers when a new attachment is created.
Try ItNew Comment
Triggers when a new comment is added to a company, deficiency, invoice, job, location, or quote. (Note: The trigger test will only check for job comments.)
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Invoice
Triggers when a new invoice is created.
Try It
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How HappyForms + ServiceTrade + Zoho Books Integrations Work
- Step 1: Authenticate HappyForms, ServiceTrade, and Zoho Books.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.