Recipes by app

Recipes with Mail

Recipes that use the mail program and its agents. 9 recipes.

• Bring your Zoho apps into XataWorks

  Region, Zoho Mail, Books, CRM and Calendar connected, and a Zoho assistant that knows them.

  Zoho Mail · Zoho Books · Zoho CRM · Zoho Calendar · Mail

• Chase overdue invoices from Zoho Books

  Overdue invoices from Zoho Books, and a personalised reminder for each saved to Drafts in one go.

  Zoho Books · Zoho Mail · Mail

• File the receipts in your inbox into Zoho Books

  Receipts in your inbox checked against Zoho Books, and the missing ones recorded with their PDFs.

  Zoho Books · Zoho Mail · Mail

• Let an agent sort your inbox

  An agent that files, stars and drafts replies to new mail by your own rules, and never sends.

  Mail · Gmail · Zoho Mail

• Log a meeting in Zoho CRM

  Rough notes in, a clean CRM note, follow-up tasks and a deal update out, each approved.

  Zoho CRM · Mail

• Plan an event: guests, replies and budget

  Import the guest list, let the agent read the replies into RSVPs, track the budget and print the list.

  Databases · Mail · Spreadsheets

• Prepare for a sales call with Zoho CRM

  The CRM record, recent emails and unpaid invoices in one brief before the call.

  Zoho CRM · Zoho Books · Zoho Mail · Mail · Documents

• Run a lending library for your club

  Lend tools or kit by asking, see what is overdue, draft reminders and share the desk with volunteers.

  Databases · Mail

• Track expenses from the receipts in your inbox

  The agent files each emailed receipt as a record, and a monthly report by category comes from the database.

  Mail · Databases · Reports

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