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Microsoft Outlook + Zoho Invoice Integrations

Syncing Microsoft Outlook 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 Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

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 Microsoft Outlook + Zoho Invoice in easier way

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

    Triggers
  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

  • 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
  • Create Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

  • 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 Microsoft Outlook & Zoho Invoice Integrations Work

  1. Step 1: Choose Microsoft Outlook 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 Microsoft Outlook to Zoho Invoice.

    (2 minutes)

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

Integration of Microsoft Outlook and Zoho Invoice

Zoho Invoice is a cloud-based invoicing software that helps thousands of small business owners to track and manage their finances from anywhere. It is integrated with Microsoft Outlook and lets users send invoices and track payments from Outlook. Zoho Invoice offers invoice templates, pre-populated invoice fields, customizable invoice forms, and several other features. It also includes payment reminders, email tracking, and a dashboard for managing the whpe business.

Microsoft Outlook provides personal information management (PIM), email, contacts, tasks, and calendar capabilities for individuals or businesses by Microsoft Corporation. This cross-platform application allows users to manage multiple email accounts from a single interface, send email messages with rich content, schedule meetings and events, manage contacts, create calendar items, track to-do lists, and much more.

Main Features

Zoho Invoice has many useful features which include:

Split option. Allows sending an invoice in parts to different recipients.

Allows sending an invoice in parts to different recipients. Customize invoice template. Users can customize invoice templates according to their needs.

Users can customize invoice templates according to their needs. Auto–suggest invoice. Automatically creates new invoices based on previous invoices.

Automatically creates new invoices based on previous invoices. Email tracking. The product sends automatic email notifications when a customer opens the email or clicks on the link in it.

The product sends automatic email notifications when a customer opens the email or clicks on the link in it. Payment reminders. The user can set multiple reminders for late payments via email and SMS.

The user can set multiple reminders for late payments via email and SMS. Batch import/export. Users can automatically import data from Excel files and export data to Excel format.

Users can automatically import data from Excel files and export data to Excel format. Customizable dashboard. Users can select which data to view based on their needs.

Users can select which data to view based on their needs. Timezone selection. The user can change timezones across the whpe company from one screen.

The user can change timezones across the whpe company from one screen. Customer report. The product automatically generates reports of customers who have not paid the bill for a certain period of time along with their contact details.

The product automatically generates reports of customers who have not paid the bill for a certain period of time along with their contact details. Customer relationship management (CRM). The product provides advanced CRM functionality, which allows users to manage all customer information.

The product provides advanced CRM functionality, which allows users to manage all customer information. Payments. The product supports all major payment types like credit cards, debit cards, EFT, checks, PayPal, etc.

The product supports all major payment types like credit cards, debit cards, EFT, checks, PayPal, etc. Easy setup. The software is easy to install and use. It also comes with free online training videos that provide step–by–step guidance about how to use the software. The videos are available on YouTube in Hindi as well as in English languages.

Zoho Invoice also has some limitations that include:

No support for VAT . The product does not offer support for VAT (Value Added Tax. Hence, using Zoho Invoice if the user’s country has VAT will not be very effective as they will have to import VAT–related data manually from other sources.

. The product does not offer support for VAT (Value Added Tax. Hence, using Zoho Invoice if the user’s country has VAT will not be very effective as they will have to import VAT–related data manually from other sources. No mobile access . Mobile app is not available for this product yet. Hence, the user cannot access their data while on the go on a mobile device. So, users should keep their laptops open for accessing Zoho Invoice while working away from the office.

. Mobile app is not available for this product yet. Hence, the user cannot access their data while on the go on a mobile device. So, users should keep their laptops open for accessing Zoho Invoice while working away from the office. No back up or restore options . There is no way to create backups or restore them in case of any accidental loss of data or if someone loses access to the account due to any reason. So, users should enable multiple layers of backup options on their own devices to ensure that their data is always safe and secure in case something bad happens to Zoho Invoice‘s servers.

. There is no way to create backups or restore them in case of any accidental loss of data or if someone loses access to the account due to any reason. So, users should enable multiple layers of backup options on their own devices to ensure that their data is always safe and secure in case something bad happens to Zoho Invoice‘s servers. No integration . There are no integrations with other applications yet so that users can integrate their invoices with other products like accounting software or ecommerce platforms. This may become a limitation because there are already several applications available in the market which offer good integration with Microsoft Outlook and Zoho Invoice is not yet one of them. So, if a user wants to integrate his accounting software with Zoho Invoice then he will need to do that manually through importing and exporting data between these two products regularly which is not an ideal spution for everyone at this time but it can be used as an interim fix until Zoho finally releases an official integration top for all its products in future versions of its software suite.

Integration With Microsoft Outlook And Zoho Invoice Benefits Of Integration With Outlook And Invoicing Software Benefits Of Integration With Outlook And Invoicing Software Outlook Integration Zoho Invoice Integration Convenient Simplifies workflow by letting users send invoices from Outlook instead of having to login into Zoho Invoice separately every time they want to send an invoice Easily manages invoices without switching between applications Saves time by enabling users to send invoices even without Internet access by utilizing “offline mode” Easy syncing Users can easily sync their Zoho Invoice accounts with other employees’ accounts Can be used by multiple people at the same time Manages multiple companies from one central place – it offers multi–company feature Unlimited storage capacity In case you need more storage space in your Zoho Invoice account you can request it via My Account > Settings tab > Upgrade tab > Storage tab > Yes Reasonable pricing Costs $10 per month for up to 10 users (with unlimited storage. Costs $20 per month for up to 25 users (with unlimited storage. Costs $35 per month (as per June 2016. for up to 50 users (with unlimited storage. Costs $100 per month (as per June 2016. for up to 100 users (with unlimited storage. Great support 24/7 live chat support Upgraded support plan includes phone support as well as 24/7 live chat support Available via phone only Upgraded support plan includes phone support as well as 24/7 live chat support Not yet available via phone only No web reporting Not yet available Expensive web reporting service costs $50 per quarter Expensive web reporting service costs $150 per quarter No mobile apps Provides mobile app for Android and iOS phones Comes with desktop app only but no mobile app yet No integration Integrates with Microsoft Outlook Integrates with Microsoft Outlook only No VAT support Supports VAT tax calculation Supports VAT tax calculation No multiple currency Supports multiple currencies Supports multiple currencies No online services Offers online services Offers online services Limited payment options Supports most popular payment options Supports most popular payment options No refunds Supports refunds Supports refunds Only supports US Dplars Does not support other currencies Does not support other currencies Limited number of currencies Only supports few currencies Only supports few currencies No real-time reporting Supports real-time reporting Supports real-time reporting No task management Integrates with task manager Integrates with task manager No mobile apps Provides mobile app for Android and iOS phones Comes with desktop app only but no mobile app yet No import/export features Import/export features available Import/export features available No recurring billing Supports recurring billing Supports recurring billing No Google Drive integration Integrates with Google Drive Integrates with Google Drive No automatic download of PDFs Automatic download of PDFs Automatic download of PDFs Limited number of categories Limited number of categories Limited number of categories No direct deposit Integrates with direct deposit Integrates with direct deposit Limited number of documents Limited number of documents Limited number of documents No text messaging Integrates with text messaging Integrates with text messaging Limited number of documents Limited number of documents Limited number of documents Possibility of errors Integrates with error logging Integrated error logging service Not yet available

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