Connect planfix and Zoho Invoice to Build Intelligent Automations
Enable Integrations or automations with these events of planfix and Zoho Invoice
Enable Integrations or automations with these events of planfix and Zoho Invoice
Actions
Find contact by name
Find a contact by name and return its details
Create Invoice
Creates a New Invoice.
Create Contact
Add a new contact in Zoho Invoice with optional company, billing/shipping addresses, contact persons, payment terms, currency, and tax details.
Create Item
Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.
Create Estimate
Creates a new estimate.
Create Contact Person
Create a new contact person.
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Frequently Asked Questions
To start, connect both your planfix and Zoho Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in planfix triggers actions in Zoho Invoice (or vice versa).
Absolutely. You can customize how planfix data is recorded in Zoho Invoice. This includes choosing which data fields go into which fields of Zoho Invoice, setting up custom formats, and filtering out unwanted information.
The data sync between planfix and Zoho Invoice 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 planfix and Zoho Invoice. 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 planfix
Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
Learn MoreAbout Zoho Invoice
Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing
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