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Automate tasks across Zoho Assist with Zoho Books

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Zoho Assist and Zoho Books talk.
Here are some common ways to automate work between them.

Send a Zoho Books notification when Zoho Assist receives a high-priority item.Try now
Create a Zoho Books follow-up from new qualified activity in Zoho Assist.Try now
Copy new customer details from Zoho Assist into Zoho Books.Try now
Update the matching Zoho Books item when a Zoho Assist status changes.Try now
Start a review in Zoho Books when Zoho Assist flags an exception.Try now
Summarize new Zoho Assist activity and save it in Zoho Books.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Zoho Assist and Zoho Books work.

Connect your Zoho Assist and Zoho Books. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 38 actions between Zoho Assist and Zoho Books.
Can’t find an action you need? Let us know.

Delete Unattended ComputerDelete unattended computer in Zoho Assist.Get Device DetailsRun a get device details action in Zoho Assist.List Unattended ComputersRun a list unattended computers action in Zoho Assist.Update Unattended ComputerUpdate unattended computer in Zoho Assist.Delete Unattended GroupDelete unattended group in Zoho Assist.Create Unattended GroupCreate unattended group in Zoho Assist.List Unattended GroupsRun a list unattended groups action in Zoho Assist.Update Unattended GroupUpdate unattended group in Zoho Assist.List Session ReportsRun a list session reports action in Zoho Assist.Create SessionCreate session in Zoho Assist.Create Unattended SessionCreate unattended session in Zoho Assist.Schedule SessionSchedule session in Zoho Assist.Get User InfoRun a get user info action in Zoho Assist.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Zoho Assist and Zoho Books.

MindCloud connects Zoho Assist and Zoho Books so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.