We will demonstrate how you can easily connect SaaS Applications using INCOX™. In addition, we can discuss specifcs like (I) Fitment of INCOX™ for your business (II) Your need for any new apps/workfows inclusion (III) Any other queries you may have.
Home / Blog / incoxBot – Zoho Books Task Automation and Integration
incoxBot – Zoho Books Task Automation and Integration
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:
Zoho Books to QuickBooks integration task
Create a new invoice in QuickBooks for every new Zoho Books Invoice
Convert Estimate to Invoice
View Recent Estimates (new to old)
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
View Recent Expenses (new to old)
Unpaid Invoices by Amount
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.
"INCOX™" is the brand name of ‘iPaaS’ Platform (Integration Platform As a Service) developed by dot2Globe Solutions. The platform leverages next generation technologies like AI/NLP to facilitate a seamless integration of Online Software-As-Service (SaaS) Applications through Chat Interaction.