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Apptivo + Zoho Invoice Integrations

Syncing Apptivo with Zoho Invoice is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Apptivo

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.

About Zoho Invoice

Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.

Zoho Invoice Integrations
Connect Apptivo + Zoho Invoice in easier way

It's easy to connect Apptivo + Zoho Invoice without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • New Contact

    Triggers when a new Contact is added.

  • New Contact Person

    Triggers when a new point of contact is added to an existing contact.

  • New Invoice

    Trigger on a new invoice (with line item support).

  • New Project

    Triggered when a new project is added.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Contact

    Creates a new contact.

  • Create Contact Person

    Creates a new point of contact for a specific contact.

  • Create Invoice

    Creates a new invoice.

How Apptivo & Zoho Invoice Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Invoice as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to Zoho Invoice.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Apptivo and Zoho Invoice

  • Introduction:
  • Apptivo:

    Apptivo is a business management and customer relationship management (CRM. software product. It is a cloud-based spution that features the fplowing:

    Contact Management

    Calendar and Task Management

    Communication and Cplaboration

    Financials

    Reporting and Analytics

    Integrations

    Zoho Invoice:

    Zoho Invoice is a web based invoicing software for small businesses. It allows users to generate professional invoices, easily track payments, view reports, and handle email correspondence. Zoho Invoice is available in multiple languages including English, French, German, Italian, Spanish, Dutch, Portuguese, Czech, Russian, Turkish, Japanese, Korean, Chinese. The application also features integration with other Zoho applications such as Zoho CRM, Zoho Mail, Zoho Projects, Zoho Books, etc.

    :

    Integration of Apptivo and Zoho Invoice:

    The main benefit of integrating Apptivo and Zoho Invoice is that it helps save time by allowing users to spend less time creating invoices manually. This integration also enables the users to save time by eliminating the need to manually update contacts in different applications. This integration makes sure that the information entered in one application will be automatically reflected in the other. For example, if an invoice is created in Zoho Invoice, then the contact information entered in Apptivo will be automatically updated. Similarly, when the user updates the contact information in Apptivo, this will be reflected in Zoho Invoice. This integration thus eliminates manual processes and ensures data integrity. This integration also guarantees consistency across the two applications. It also allows users to access both applications through just one login thus reducing costs. It also ensures that all emails sent by clients are received by the user via the same email address. Moreover, this integration makes sure that all communication between the user and its clients is done through one login thus saving time. This integration also helps monitor the progress of each project on a daily basis thus helping to keep projects on schedule. Moreover, all details regarding projects can be viewed at any time using these two applications. It also ensures that all information regarding financials is available on either application at any time. The integrated applications also allow users to integrate third party applications with ease. Moreover, this integration helps ensure that financial data is always up to date for any given month or year. Both applications are easy to use and feature simple interfaces.

    The process to integrate Apptivo and Zoho Invoice may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.