IntegrationsZoho InvoiceClose
Zoho Invoice + Close

Connect Zoho Invoice and Close to Build Intelligent Automations

Choose a Trigger

Zoho Invoice

When this happens...

Choose an Action

Close

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Ready to use Zoho Invoice and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

New Task

New Task

Triggers when a new task is created or completed.

Do thisActions

Action is the task that follows automatically within your Zoho Invoice integrations.

Create Invoice

Create Invoice

Creates a New Invoice.

Create Contact

Create Contact

Create's a new contact.

Create Item

Create Item

Creates a new item.

Create Estimate

Create Estimate

Creates a new estimate.

Create Contact Person

Create Contact Person

Create a new contact person.

Find Contact

Find Contact

Get a specific contact by contact id.

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Frequently Asked Questions

How do I start an integration between Zoho Invoice and Close?

To start, connect both your Zoho Invoice and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Invoice triggers actions in Close (or vice versa).

Can we customize how data from Zoho Invoice is recorded in Close?

Absolutely. You can customize how Zoho Invoice data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Invoice and Close?

The data sync between Zoho Invoice and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Invoice to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Invoice and Close?

Yes, you can set conditional logic to control the flow of data between Zoho Invoice and Close. 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.

Zoho Invoice

About 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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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

Learn More