incoxBot – Zoho Books Task Automation and Integration

Overview

In this article, you’ll find how incoxBot is helpful in handling some of your routine tasks in Zoho Books. incoxBot is a bot built on Slack through which you can perform tasks across your SaaS business applications at simple button clicks. Access all your apps from one place!!

Matching Business conditions:

incoxBot can come handy for a small-medium business using applications that are accessible over internet otherwise called as SaaS applications.

  • Need to work across multiple applications at multiple times in a day
  • Most of the tasks are routine day-to day tasks
  • The day-to day tasks either follow a sequence or can be adhoc
  • There are no in-house IT/development resources available
  • Access to select key business information, anytime & anywhere without complexity
  • Time & Cost are a critical factor for business i.e. prefer self-service if it can save cost

Supported Tasks for Zoho Books:

ZOHO Books Integrations for incoxBot offers the following capabilities:

  1. Zoho Books to QuickBooks integration task
    • Create a new invoice in QuickBooks for every new Zoho Books Invoice
  2. Estimates
    • Create Estimates
    • Convert Estimate to Invoice
    • View Recent Estimates (new to old)
  3. Payments
    • View Unpaid Invoices  by By Amount (max to min)
    • View Unpaid Invoices By Dates (new to old)
    • View Unpaid invoices By Dates for a Customer
    • View Unpaid invoices By Amount for a Customer
    • View Paid Invoices By Dates (new to old)
    • View Paid Invoices By Amount (max to min)
    • View Paid Invoices By Dates for a Customer
    • View Paid Invoices By Amount for a Customer
    • View Unpaid Vendor Bills By Dates for a Vendor
    • View Unpaid Vendor Bills By Amount for a Vendor
    • View Unpaid Vendor Bills By Dates (new to old)
    • View Unpaid Vendor Bills By Amount (max to min)
    • View Paid Vendor Bills By Dates (new to old)
    • View Paid Vendor Bills By Amount (max to min)
    • View Paid Vendor Bills By Dates for a Vendor
    • View Paid Vendor Bills By Amount for a Vendor
    • Record Payments
  4. Expense
    • Create Expense
    • View Recent Expenses (new to old)
  5. Create Invoice

Screenshots:

Unpaid Invoices by Amount

Zoho Books Task Automation
Perform workflows actions using incoxBot
Zoho Books Task Automation
Perform action on Zoho Books using incoxBot
Create Invoice - Zoho Books
Perform Action on Zoho Books using incoxBot
View Unpaid Invoices using incoxBot

Query Zoho Books for Unpaid Invoices

Business Benefit:

  • Perform pre-defined Create, Update and View tasks on Zoho Books
  • Business on the Go – Key information available any time & across devices
  • All from one place – Interact with your app & Collaborate across stakeholders without leaving Slack
  • Improve productivity and efficiency in working with your business app.

Sign-up for a trial / Request for a demo to explore incoxBot!! Send your queries to contact@incox.net and issues to support@incox.net

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