Connect Zoho POS and Solve CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Bill Created
New Item Created
New Contact Created
New Invoice Added
Choose an Action
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Bill Created
Runs when a new bill is created.
New Item Created
Runs when new Item Is created
New Contact Created
Runs when a new contact is created
New Invoice Added
Runs when a new invoice is added.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
Do thisActions
Action is the task that follows automatically within your Zoho POS integrations.
Create Contact
Create a contact with billing, shipping and primary contact info.
Update Contact
Update contact details.
Create Item Group
Create an item group and add items with selling and purchase prices
Create Contact Person
Add a person and their contact details to an existing contact
Create Sales Order
Create a sales order with customer details, line items, notes, and terms.
Create Sales Invoice
Create a sales invoice with customer, items, payment terms, and notes.
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Frequently Asked Questions
To start, connect both your Zoho POS and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho POS triggers actions in Solve CRM (or vice versa).
Absolutely. You can customize how Zoho POS data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho POS and Solve CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho POS and Solve CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho POS
Zoho POS is a comprehensive point-of-sale solution designed to streamline retail operations, manage inventory, and enhance customer experiences. It offers seamless integration with other Zoho products, providing a unified platform for sales and business management.
Learn MoreAbout Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
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