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

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