Paid up before the renewal call
See whether a customer's recent invoices are paid before you get on a call about renewing.
Go Fig + Zoho Books
Go Fig reads Zoho Books so you can see whether a customer has paid before a renewal call and draft the invoice when a deal closes.
Key facts
What you can do with Zoho Books in Go Fig
Your invoices and payments live in Zoho Books, and your deals live in the CRM. Go Fig brings the two together, so you can check a closed deal against what was invoiced. Its agents can also create a new customer, estimate, or invoice in Zoho Books. Every one of those waits for your OK before it goes in.
Closed deal against its invoice
Check that what was invoiced in Zoho Books matches the deal you closed.
New customer set up at close
When a deal closes, an agent creates the customer and the invoice in Zoho Books, and both wait for your OK in your Feed.
What Go Fig reads from Zoho Books
How to connect Zoho Books
Sign in with Zoho
Connect Zoho Books in Go Fig and sign in with your Zoho account (OAuth). Use an account that can see the Zoho Books organization you want Go Fig to read.
Let the first sync finish
Go Fig brings in past records on the first connection, then keeps them current. Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data.
Set how often it updates
It updates once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Know what agents can create
Agents can create customers, vendors, invoices, bills, estimates, items, and journal entries. They create new records only and never edit existing ones. Each one waits for your OK.
Questions about Go Fig + Zoho Books
Can I see whether a customer paid before a renewal call?
Yes. Invoices and payments come in from Zoho Books, so you can ask Celeste, Go Fig's AI analyst, whether a customer is paid up before you reach out.
Can Go Fig create the invoice when a deal closes?
Yes. An agent can create the invoice, and the customer record if it is new. It waits for your OK in your Feed, and nothing is written until you approve it.
Can Go Fig edit an invoice that already exists?
No. In Zoho Books, agents create new customers, vendors, invoices, bills, estimates, items, and journal entries only. Changes to existing records stay with your team.
How often does the Zoho Books data update?
Once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Where is our Zoho Books data kept?
Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data.
Ready to connect Zoho Books?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.