IntegrationsZoho Invoicesmarttouch-nexgen-crm
Zoho Invoice + smarttouch-nexgen-crm

Connect Zoho Invoice and smarttouch-nexgen-crm to Build Intelligent Automations

Choose a Trigger

Zoho Invoice

When this happens...

Choose an Action

smarttouch-nexgen-crm

Automatically do this!

Enable Integrations or automations with these events of Zoho Invoice and smarttouch-nexgen-crm

Enable Integrations or automations with these events of Zoho Invoice and smarttouch-nexgen-crm

Actions

Create Invoice

Create Invoice

Creates a New Invoice.

Create Contact

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

Create Item

Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.

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 smarttouch-nexgen-crm?

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

Can we customize how data from Zoho Invoice is recorded in smarttouch-nexgen-crm?

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

How often does the data sync between Zoho Invoice and smarttouch-nexgen-crm?

The data sync between Zoho Invoice and smarttouch-nexgen-crm 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 smarttouch-nexgen-crm?

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 smarttouch-nexgen-crm?

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

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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smarttouch-nexgen-crm

About smarttouch-nexgen-crm

SmartTouch® NexGen is a CRM that allows for management of home buyer and broker engagement to sell more homes faster.

Learn More