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 Subscriptions Task Automation and Integration
incoxBot – Zoho Subscriptions Task Automation and Integration
Overview
In this article, you’ll find how incoxBot is helpful in handling some of your routine tasks in Zoho Subscriptions. 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 Subscriptions:
Zoho Connect for incoxBot offers the following capabilities:
Zoho Subscriptions to Zoho Invoice
Once payment is recorded in Zoho Subscriptions, do the same in Zoho Invoice
Zoho Subscriptions to Zoho Campaigns
Once a new customer created in Zoho Subscriptions, add them to members list in Zoho Campaigns
Zoho SubscriptionsUse-casesfor incoxBot
Payments
List Payments
Record Payments
Customer
List Customers
Record Customers
Subscription
Create Subscription
List Subscription
Plan
List Plans
Events
Create Event
Upcoming Events
Business Benefit:
Perform predefined Create, Update and View tasks on Zoho Subscriptions
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. Save Time and Cost.
Screen-shots:
ZOHO SUBSCRIPTIONS USE-CASES
ZOHO SUBSCRIPTIONS TO ZOHO INVOICE(ON-DEMAND WORKFLOW)
ZOHO SUBSCRIPTIONS TO ZOHO CAMPAIGN(ON-DEMAND WORKFLOW)