Beagle for Zoho Books.
Beagle puts Zoho Books to work from Slack and Microsoft Teams - reading what it needs, drafting the work, and waiting for your nod.
Online accounting software
See it work.
One thread: ask about your Zoho Books in plain language, and Beagle steps in on its own when something moves. The same conversation in Slack, Microsoft Teams, or Gmail.
@beagle what's the state of our orders?
- Read this week's orders in Zoho Books
- Flagged the two that changed since Monday
- Drafted the next step, held for your nod
Two orders need you today - both linked below with what changed. The next step is drafted, one nod from going out.
An order or refund comes in - Beagle catches it in Zoho Books, pulls what matters, and is ready to summarise it and draft the reply. It goes out when you nod, not before.
What Beagle does.
With Zoho Books connected, from day one.
Watches Zoho Books
Beagle keeps an eye on Zoho Books. When an order or refund comes in, it catches it and brings the context to your channel.
Drafts the next step
It can summarise it and draft the reply - then waits for your nod before anything is saved or sent.
Answers across your stack
Ask "what's the state of our orders?" and Beagle answers from Zoho Books and everything else it's connected to, in plain language.
Connect Zoho Books to.
One teammate across both tools. No zap to build.
Common questions.
Does Beagle integrate with Zoho Books?
Yes. Connect Zoho Books with OAuth and Beagle works with it from Slack and Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.
What can Beagle do with Zoho Books?
Beagle watches Zoho Books for when an order or refund comes in and is ready to summarise it and draft the reply. You can also just ask it questions about your orders in plain language.
Is the Zoho Books connection secure?
Every read is scoped to the teammate who asked - Beagle only sees what that person can already see in Zoho Books - and nothing is sent or saved until you approve it.
Do I need a separate automation tool?
No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining Zoho Books workflows by hand.
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