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Automatically create Zoho Books invoices from ManyChat leads. Latenode's visual editor and affordable pricing make it easy to scale lead-to-invoice workflows, while its JavaScript nodes allow custom formatting and logic.
Connect ManyChat and Zoho Books in minutes with Latenode.
Create ManyChat to Zoho Books workflow
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Create a New Scenario to Connect ManyChat and Zoho Books
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ManyChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, ManyChat or Zoho Books will be your first step. To do this, click "Choose an app," find ManyChat or Zoho Books, and select the appropriate trigger to start the scenario.
Add the ManyChat Node
Select the ManyChat node from the app selection panel on the right.
ManyChat
Configure the ManyChat
Click on the ManyChat node to configure it. You can modify the ManyChat URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Zoho Books Node
Next, click the plus (+) icon on the ManyChat node, select Zoho Books from the list of available apps, and choose the action you need from the list of nodes within Zoho Books.
ManyChat
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Zoho Books
Authenticate Zoho Books
Now, click the Zoho Books node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Books settings. Authentication allows you to use Zoho Books through Latenode.
Configure the ManyChat and Zoho Books Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the ManyChat and Zoho Books Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Zoho Books
Trigger on Webhook
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ManyChat
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring ManyChat, Zoho Books, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the ManyChat and Zoho Books integration works as expected. Depending on your setup, data should flow between ManyChat and Zoho Books (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
ManyChat + Zoho Books + Google Sheets: Capture new or updated customer details from ManyChat, create a corresponding customer record in Zoho Books, and then log the transaction details in a Google Sheet.
Zoho Books + ManyChat + ClickUp: When a new sales invoice is created in Zoho Books, create a project task in ClickUp to manage the project, and then notify the client via ManyChat about the new invoice and project task.
About ManyChat
Use ManyChat in Latenode to automate personalized messaging based on triggers from other apps. Sync contact data, manage chatbot flows based on CRM updates, or route leads to sales teams via Slack. Build flexible, scalable marketing automation without complex coding or per-step fees using Latenode’s visual editor.
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About Zoho Books
Automate Zoho Books tasks inside Latenode. Create invoices, track payments, and manage contacts in response to triggers from other apps. Connect accounting data to your CRM, e-commerce, or marketing platforms with no-code ease. Customize workflows with JavaScript for complex calculations and conditional logic. Pay only for execution time.
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How can I connect my ManyChat account to Zoho Books using Latenode?
To connect your ManyChat account to Zoho Books on Latenode, follow these steps:
Can I automatically create Zoho Books invoices from ManyChat orders?
Yes, you can! Latenode enables automated invoice creation in Zoho Books directly from ManyChat orders, streamlining your sales process and reducing manual data entry.
What types of tasks can I perform by integrating ManyChat with Zoho Books?
Integrating ManyChat with Zoho Books allows you to perform various tasks, including:
Can I use JavaScript within my ManyChat + Zoho Books Latenode workflows?
Yes! Latenode allows you to use JavaScript for custom logic and data transformation within your ManyChat and Zoho Books workflows, increasing flexibility.
Are there any limitations to the ManyChat and Zoho Books integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: