ClickCease
Marketing

Zoho Books

Zoho Books is cloud-based accounting software in which you can record audit and analyze all financial transactions easily. With secure data storage easy navigation and customizable features Zoho Books provide a head start in accounting for small businesses.
ChatDaddy
Zoho Books
Activate now
INTEGRATIONS

Ways to use our Integrations

INTEGRATION
ACTIVITY

Send a message flow to a chat on ChatDaddy when a new customer is created on Zoho Books

TRY NOW

Send a message on ChatDaddy when an expense is created on Zoho Books

TRY NOW

Add a tag to contact on ChatDaddy when a new item is created on Zoho Books

TRY NOW

Create a contact on ChatDaddy when a new estimate is created on Zoho Books

TRY NOW

Creates a new estimate on Zoho Books when new contact created on ChatDaddy

TRY NOW

Creates a new item on Zoho Books when contact tag is updated on ChatDaddy

TRY NOW

Creates a new customer on Zoho Books when new tag created on ChatDaddy

TRY NOW

Creates a new sales invoice on Zoho Books when new team member is added on ChatDaddy

TRY NOW
How It Benefits Your Business

Save More Time

Automate the mundance

Most businesses operate using a range of manual tasks, with staff rekeying information from one app into another, or retyping the same message, which is extremely inefficient. With ChatDaddy’s integration, you can help your business save time and remove human errors. You can trigger a message drip or notification to run in Chatdaddy from all sorts of events, from receiving an email, adding a row to a spreadsheet, updating a record in a CRM, receiving an appointment, or creating a financial transaction in an accounting app.

Scale your business

Growing a business can be challenging, especially if team members are spending more time on admin than the stuff you would rather they were doing. Reviewing your processes, streamlining them, and then using ChatDaddy to automate them will free up time for staff to concentrate on the core business.  They can get back to being creative, or looking at the big picture, rather than drowning in a mountain of paperwork. As you grow, you can already support the increased business as it will be handled by automation rather than needing to hire more people.

Do More Sales

Increase conversion rates

With an eCommerce WhatsApp Chatbot, your business can send payment reminders, offer incentives to create a sense of urgency, and answer questions that your customers might have. ChatDaddy is also ideal for sending handy reminders for calls, meetings, and any other appointments which you don’t want to forget. Connect with your calendar app and send notifications or send message drips, it’s like having a personal assistant!

Streamline your customer onboarding

Making a sale is great but it usually triggers a series of tasks to get the new customer set up on various systems and send them information about how you’ll work with them.  You may need them to sign a contract and set up some initial workshops.  All of this can be automated, from calendar management to creating Zoom meetings, sending emails, and updating your CRM.  You’ll never forget a step in the process, will save a load of time, and have peace of mind that the data is accurate.

Get more testimonials

Testimonials are key for winning new business and satisfied customers are usually more than happy to provide one, but many businesses don’t ask for them.  Using an automated workflow at the end of a project or after selling a product makes it really easy to get valuable testimonials. You can send a sequence of WhatsApp messages using ChatDaddy to make the request, follow up if needed to remind your customer, and the content can include links to your Google business page, an industry review site, your Facebook page, or LinkedIn profile.

Our Business

Application

Send Payment Reminder
Send Payment Confirmation Notification
Send Order Cancellation Notification
Send Delivery Notification
Automated notifications
Send meeting confirmation
Send appointment (meeting dial-in or business location) details
Send reminders for calls, meetings, and any other appointments
Send personalized message drip
Client status update notification
Assign customers teammates
Tag customers
Increase CRM database
Client status update notification
Assign customers teammates
Tag customers
Increase CRM database
INTEGRATION

Similar Integrations

View all
Jira Service Management
Jira Service Management is help desk software that enables support agents to receive track manage and resolve requests from help seekers.
Connect app
AWS Lambda
AWS Lambda is a compute service that runs your code in response to events and automatically manages the compute resources for you making it easy to build applications that respond quickly to new information.
Connect app
Outgrow
Outgrow allows you to easily build interactive content like quizzes calculators polls surveys/forms assessments chatbots contests.
Connect app
Quaderno
Quaderno is a tax software that handles sales tax VAT and GST for your online business. Automatically calculates tax sends receipts and invoices and provides instant multi-channel tax reports for your sales around the world.
Connect app
ClickUp
ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Connect app
ChatGPT
"ChatGPT is an AI tool built by OpenAI that enables conversational automation. A more powerful OpenAI integration is available here: https://zapier.com/apps/openai/integrations"
Connect app

Over 1000+ Integrations

Integrate with all the marketing & social apps you use everyday. Instantly copy and add your integrations.
Hi!
How can we help you?
Chat Now
WhatsApp automation logo

Message us