Customerly + Zoho Invoice Integrations

Syncing Customerly 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.

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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 Customerly + Zoho Invoice in easier way

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

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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.

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How Customerly & Zoho Invoice Integrations Work

  1. Step 1: Choose Customerly 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 Customerly to Zoho Invoice.

    (2 minutes)

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

Integration of Customerly and Zoho Invoice

Most small businesses today do not have the resources to pay for an employee who is dedicated to managing their company’s accounts receivable. At the same time, the owners of these companies need a better way of invoicing customers and cplecting on those invoices. It is for this reason that many small businesses are turning to software sputions that can help them manage their accounts receivable and perform invoicing. Two such sputions are Customerly from Customerly Pte Ltd and Zoho Invoice from Zoho Corporation.

Integration of Customerly and Zoho Invoice

Customerly is a cloud based accounting software application that can be used to create professional invoices, manage accounts receivable and complete other essential accounting functions. Zoho Invoice is an online invoicing spution that is also cloud based. Both programs are designed for small businesses and entrepreneurs. The two programs are very similar in terms of their functionalities. For example, both allow users to easily create invoices and record transactions from anywhere using a mobile device. However, there are some differences between the two programs. For example, the two programs differ slightly in the features they offer.

Customerly offers several features that Zoho Invoice does not offer. For example, Customerly allows users to customize their invoices by adding logos to them. Additionally, Customerly allows users to put images on their invoices. This can be done using either a desktop or mobile device. In addition, Customerly supports multiple currencies. This means that users can add foreign currency amounts to their invoices. In addition, in order to make it easier to keep track of expenses and income, Customerly offers an expense tracking feature. According to the website, the expense tracking feature helps keep track of mileage driven and other expenses related to business travel.

Zoho Invoice has several features that Customerly does not offer. For instance, Zoho Invoice allows users to create templates for different types of invoices and recurring invoices. Users can then access these templates when they are creating invoices for customers. This feature can save users time when creating invoices on a regular basis for specific customers or clients. In addition, Zoho Invoice allows users to save their invoices as PDF files or send them directly to their customers via email. This can be done without having to create a separate invoice for each customer or client.

Benefits of Integration of Customerly and Zoho Invoice

One advantage of using both Customerly and Zoho Invoice together is that both programs can be used on a single platform. When using either program separately, it is necessary to open up another program in order to view information in one program while working in the other program. However, with integration of the two programs, users can view information from both programs simultaneously on a single platform. This means that users no longer have to worry about losing important details when switching between programs. Another benefit of integrating the two programs is that users can use the program they prefer while allowing the other program to take care of a specific function they need completed at the time they are working in the preferred program. For example, if a user prefers to work in Customerly but needs to pay an invoice online, they can use Zoho Invoice to pay that invoice without having to switch to Zoho Invoice for the spe purpose of paying the invoice. This saves users time because they don’t have to constantly switch between applications.

The process to integrate Customerly 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am