Zoho Books + Process Street Integrations
How to connect Zoho Books + Process Street
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New CustomerTriggers when a new customer is created.Trigger- New EstimateTriggers when a new estimate is created.Trigger
- New ExpenseTriggers when an expense is created.Trigger
- New Sales InvoiceTriggers when a new sales invoice is created.Trigger
- New ItemTriggers when a new item is created.Trigger
- Create CustomerCreates a new customer.Action
- Create EstimateCreates a new estimate.Action
- Create Sales InvoiceCreates a new sales invoice.Action
- Zoho Books
Creates a new item.
Scheduled
Action
- Zoho Books
Finds an existing Invoice.
Scheduled
Action
- Process Street
Triggers when a new record is added to a data set.
Instant
Trigger
- Process Street
Triggers when an existing record is deleted from a data set.
Instant
Trigger
- Process Street
Triggers when an existing record is updated in a data set.
Instant
Trigger
- Process Street
Triggers when someone attaches a file to a workflow run.
Instant
Trigger
- Process Street
Triggers when a workflow is run.
Instant
Trigger
- Process Street
Triggers when someone posts a comment on a workflow run.
Instant
Trigger
- Process Street
Triggers when a task is checked off in a workflow.
Instant
Trigger
- Process Street
Runs a workflow.
Scheduled
Action
- Process Street
Adds a new record to a data set.
Scheduled
Action
- Process Street
Deletes an existing record in a data set.
Scheduled
Action
- Process Street
Update an existing workflow run.
Scheduled
Action
- Process Street
Updates an existing record in a data set.
Scheduled
Action
- Process Street
Search for data set records by form fields.
Scheduled
Action
- Process Street
Search for a workflow run by ID, name, form fields, and other attributes.
Scheduled
Action
- Process Street
Creates a data set record if none were found by the search.
Scheduled
Action
- Process Street
Creates a workflow run if none were found by the search.
Scheduled
Action
How Zoho Books + Process Street Integrations Work
- Step 1: Authenticate Zoho Books and Process Street.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.
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