Zoho Books integration with Impira
How to Save new Zoho Books sales invoices in Impira
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Save new Zoho Books sales invoices in Impira" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Impira integrations
Impira actions
Nekton can use any feature that is available in Impira API.
Using our advanced AI, you can easily create custom automations for Impira.
Here are some typical actions you can do in your automated workflows.
Upload File
Uploads a file to a specified collection.
View Record (New or Updated)
Triggers when a new record is added into a view or an existing view record is updated.
File Record (New or Updated): Webhooks
Triggers when a new file record is uploaded into a collection or an existing file record is updated.
About Impira
Impira is a no-code machine learning platform that automates data entry tasks for businesses of all sizes.