Zoho Invoice + Salesforce

Connect Zoho Invoice and Salesforce to Build Intelligent Automations

Choose a Trigger

When this happens...

Request a new Trigger for Zoho Invoice

Choose an Action

Automatically do this!

Add Contact to Campaign
Add Lead to Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query

Ready to use Zoho Invoice and Salesforce automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

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- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

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Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

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Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

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Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New Contact

Triggers when a new Contact is created.

New Lead

Triggers when a new Lead is created.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

New Case Attachment

Triggers when a new Attachment is added to a case.

New Task

Triggers when a new task is created.

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

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.

Find Contact

Get a specific contact by contact id.

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Know More About Zoho Invoice and Salesforce Integrations

Supercharge Your Invoicing with viaSocket

Streamline your invoicing process with viaSocket. Experience efficiency and accuracy in billing, ensuring timely payments and improved cash flow.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Zoho Invoice and Salesforce 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 Salesforce?

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 Salesforce?

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

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing

Proposal and Invoice Management

Learn More

About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.

CRM Sales and CRM

Learn More

Connect Zoho Invoice and Salesforce to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Zoho Invoice and Salesforce automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Contact

New Lead

New Record

Updated Record

New Case Attachment

New Task

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

Create Invoice

Create Contact

Create Item

Create Estimate

Create Contact Person

Find Contact

We'll help you get started

Know More About Zoho Invoice and Salesforce Integrations

Supercharge Your Invoicing with viaSocket

5 Simple Ways to Automate Salesforce

How viaSocket Works | A Complete Guide

Frequently Asked Questions

About Zoho Invoice

About Salesforce

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When this happensTriggers
A trigger is an event that starts a workflow.

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