Integrate LessAccounting with Customerly
Send information between LessAccounting and Customerly automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate LessAccounting and Customerly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created
Triggers when a new invoice is added
Payment created
Triggers when a new payment is created
Expense created
Triggers when a new expense is added
Contact created
Triggers when you add a new contact
Business created
Triggers when you add a new business
All Actions - Actions are the automated tasks
Create invoice
Adds a new invoice
Add line item
Adds a new line item in the specified proposal or invoice
Create expense
Adds a new expense
Create contact
Adds a new contact
Update contact
Updates the details of an existing contact
Fetch expense
Fetches the details of an existing expense
Fetch invoice
Fetches the details of an existing invoice
Fetch payment
Fetches the details of an existing payment
Fetch contact
Fetches the details of an existing contact
Create or update lead
Creates or updates a lead
Send message
Sends a message to the specified email address
Create or update user
Creates or updates a user
Fetch user
Fetches the details of an existing user by email address
Fetch lead
Fetches the details of an existing lead by email address
What is LessAccounting?
LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.
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What is Customerly?
Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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Head of Operations, AAA Band Rentals
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
