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monday.com + Zoho Invoice Integrations

Syncing monday.com 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 monday.com

Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.

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 monday.com + Zoho Invoice in easier way

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

    Triggers
  • Column Value Changed in Board

    Triggers when a column value change in a specified Column.

  • New Board

    Triggers when a new board is created.

  • New Item in Board

    Triggers when a new item is created in board.

  • New Update in Board

    Triggers when a new update is posted on a board.

  • New User

    Triggers when a new user is created.

  • Specific Column Value Changed in Board

    Triggers when a specific column value changes in board.

  • 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
  • Archive Board

    Archives a board.

  • Archive Item

    Archive an item.

  • Change Multiple Columns Value

    Change multiple columns value of an item.

  • Create Board

    Creates a board.

  • Create Column

    Create a new column in board.

  • Create Group

    Create a new group in board.

  • Create Item

    Create a new item in board.

  • Create Update

    Create a new update.

  • Delete Group

    Delete a specific group from a board.

  • Delete Item

    Delete an item from the board.

  • Upload File to Specific Column

    Upload File to Specific Column

  • 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 monday.com & Zoho Invoice Integrations Work

  1. Step 1: Choose monday.com 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 monday.com to Zoho Invoice.

    (2 minutes)

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

Integration of monday.com and Zoho Invoice

monday.com?

Monday.com is a comprehensive web platform which can be used by teams to keep track of all the work that is being done on a daily basis. It allows you to cplaborate with your team members and prioritize tasks effectively. If you are a project manager, you know how hard it is to keep an eye on everything that’s going on in your project and prioritizing tasks accordingly. Monday.com makes it super easy to do so.

It also helps you in streamlining your ideas and building a product roadmap. Thanks to the drag-and-drop interface, creating a roadmap becomes easy for you. You can easily drag tasks from one cpumn to another or move them up or down according to their priority.

Zoho Invoice?

Zoho Invoice is a top which can be used by businesses to manage their billing process. This invoice management top integrates seamlessly with accounting softwares like QuickBooks, Xero, Sage etc. If you have multiple clients, then Zoho Invoice will help you in managing their invoices easily without much hassle.

Integration of monday.com and Zoho Invoice

Integrating monday.com with Zoho Invoice will let you manage your tasks more efficiently. Once integrated, both these tops will help in streamlining your workflow. Let’s take an example to understand this better. Suppose you are working on a project which has three main tasks in it. All three of these tasks are crucial in order to make this project successful. Now, if you are using monday.com, you can drag these tasks into different cpumns according to their priority level. This makes it easier for you to delegate different tasks to different team members according to their expertise. On the other hand, Zoho Invoice will help you in assigning different clients to each member of your team based on his/her experience and expertise. So, if you assign task 1 to your most experienced team member, he/she can get started right away without any delay. And if your second most experienced team member is assigned task 2, he/she can start working on it once task 1 is completed. Similarly, if your least experienced team member takes up task 3, then he/she can complete it after task 2 is completed. This way, you will be able to focus more on the completion of your project rather than worrying about who will do what job next. With all these things taken care of automatically, you will be able to save time and energy which you can use towards completing your project successfully.

Benefits of Integration of monday.com and Zoho Invoice

Let’s see how integrating monday.com with Zoho Invoice will benefit you:

  • Managing the workflow of your project becomes easy. As mentioned above, integrating monday.com with Zoho Invoice makes managing the workflows of your projects and clients super easy and efficient. It allows you to streamline and prioritize all your tasks and delegate them accordingly based on your team members’ experience and expertise level.
  • Saves time and energy. Using monday.com and Zoho Invoice together means that you don’t have to worry about assigning different tasks to different members of your team as they will do those things automatically after you assign them based on their expertise level and experience. This lets you focus on the completion of your project instead of worrying about the different tasks that need to be done at different points of time.
  • Gives information and insights. Integrating monday.com and Zoho Invoice provides you with lots of information and insights regarding the status of your project at any given point of time – whether you need to delegate more tasks to a particular member of your team or whether they have already completed the work assigned to them etc.
  • Organized billing process. If you use Zoho Invoice for tracking your billing process, integrating monday.com with Zoho Invoice will allow you to access these billing details from monday.com itself so that you don’t have to manually enter these details on a daily basis on zoho invoicing portal as well as fill out a spreadsheet with the same data separately. This way, you will be able to manage your billing process on a single platform – Zoho Invoice – which is not only simple but also more organized as all your billing information including client details, invoices etc will be available on the same dashboard as well as in monday.com itself.

The process to integrate monday.com 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