Connect Zoho Invoice and Zoho Inventory to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Invoice
Choose an Action
Automatically do this!
Create Contact
Create Invoice
Create Item
Create Sales Order
Ready to use Zoho Invoice and Zoho Inventory automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is added.
New Invoice
Triggers when a new invoice is created.
New Item
Triggers when a new item is created.
New Salesorder
Triggers when a new salesorder 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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Frequently Asked Questions
To start, connect both your Zoho Invoice and Zoho Inventory accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Invoice triggers actions in Zoho Inventory (or vice versa).
Absolutely. You can customize how Zoho Invoice data is recorded in Zoho Inventory. This includes choosing which data fields go into which fields of Zoho Inventory, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Invoice and Zoho Inventory 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 Invoice and Zoho Inventory. 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
Learn MoreAbout Zoho Inventory
Zoho Inventory is inventory management software for growing businesses to increase the sales and keep track of every unit with powerful stock management, order fulfillment, and inventory control.
Learn More
