Connect rasa.io and Zoho Books

Both apps 39rasa.io 15Zoho Books 24

• Trigger
  New Insights Action

  Triggers when a contact performs a new engagement action, such as a click or open, on the selected newsletter.

• Trigger
  New Insights Topics

  Triggers when a newsletter subscriber gets a new weekly topic cloud, showing the topics and categories they engage with.

• Trigger
  New Person

  Triggered when a new person is added to your rasa.io contacts, optionally only within a chosen list.

• Action
  Add list

  Creates a new mailing list in the rasa.io account and returns the new list's id.

• Action
  Add subscription

  Creates a subscription for a contact on a subscription type, or updates it if that contact already has a matching subscription. Returns the resulting subscription.

• Action
  Create or Update Person

  Creates a contact for the email address, or updates the existing active contact with that email, and returns the contact.

• Action
  Delete contact

  Permanently deletes a contact and the personal data held for them across this account's newsletters. A contact that cannot be fully deleted is archived instead.

• Action
  Get contact

  Returns a single contact by ID, including its subscriptions, external identifiers and custom attributes. An error occurs if the contact is not found.

• Action
  Get newsletter

  Returns a single newsletter by ID, including its associated lists and subscription types.

• Action
  List contacts

  Returns the contacts in the rasa.io account, optionally narrowed to one list or to contacts matching an external system identifier.

• Action
  List newsletters

  Returns all active newsletters in your rasa.io account, including their associated lists and subscription types.

• Action
  List segments

  Returns the segments defined on your rasa.io account, including each segment's code, name, description and any account-level attribute rule.

• Action
  List subscription types

  Returns all active subscription types in your rasa.io account, along with their active integration mappings.

• Action
  Remove contact from list

  Removes a contact from a list. The contact itself is kept and stays on any other lists.

• Action
  Update subscription

  Updates an existing subscription's email permission, active status, sync time or unsubscribe reason. Only the values you supply are changed.

• Trigger
  New bill

  Triggered when a new bill is created

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  New Estimate

  Triggers when a new estimate is created.

• Trigger
  New Expense

  Triggers when an expense is created.

• Trigger
  New Item

  Triggers when a new item is created.

• Trigger
  New Sales Invoice

  Triggers when a new sales invoice is created.

• Action
  Add bill

  Creates a bill received from a vendor in Zoho Books.

• Action
  Add customer payment

  Record a customer payment.

• Action
  Add expense

  Create an expense.

• Action
  Create Customer

  Creates a new customer contact in a Zoho Books organization.

• Action
  Create Estimate

  Creates a new estimate.

• Action
  Create Item

  Creates a new item.

• Action
  Create Sales Invoice

  Creates a new sales invoice.

• Action
  Find customers by criteria

  Returns the customers in a Zoho Books organization that match the specified criteria (name, company, contact person, address, email, phone, status or free text).

• Action
  Find Invoice

  Returns up to 200 invoices that match the specified criteria, such as invoice number, customer, status or date range.

• Action
  Get Bill

  Returns one vendor bill from Zoho Books, including its number, vendor, status and total.

• Action
  Get customer

  Get a contact by id.

• Action
  Get Estimate

  Returns one estimate (quote) from Zoho Books, including its number, customer, status and total.

• Action
  Get Expense

  Returns one expense recorded in Zoho Books, including its amount, date and accounts.

• Action
  Get Item

  Returns one item from your Zoho Books item list, including its name, rate and description.

• Action
  Get sales invoice

  Retrieves the details of an existing invoice in Zoho Books.

• Action
  Update customer

  Updates an existing customer in Zoho Books. Only the fields you fill in are changed.

• Action
  Update item

  Update an item.

• Action
  Update sales invoice

  Updates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.