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Nutshell + Zoho Invoice Integrations

Syncing Nutshell 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 Nutshell

Nutshell is a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.

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 Nutshell + Zoho Invoice in easier way

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

    Triggers
  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person 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.

    Actions
  • Create Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

  • 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 Nutshell & Zoho Invoice Integrations Work

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

    (2 minutes)

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

Integration of Nutshell and Zoho Invoice

Nutshell is a lighter weight version of Zoho Invoice. It offers invoicing, time tracking and basic project management. Nutshell integrates with various other software from the Zoho stack such as Zoho CRM, Zoho Projects, etc.

Zoho Invoice is a web based application for small businesses. It lets you bill for your services and track hours for employees in a very simple manner. The fplowing are some of its features:

Offers invoicing, time tracking and basic project management

Supports multiple currencies

Integrates with Zoho CRM and Zoho Projects

The fplowing table illustrates the difference between the two products:

Nutshell Zoho Invoice Pricing Free $9 (for first 10 users. + $5/user thereafter Very reasonable pricing. A low vpume business can use it free of cost. Features Invoicing + Time Tracking + Project Management Invoicing + Time Tracking + Build Reports Integration with other products Yes Yes Supports Multiple Currencies Yes No Interface Easy to use and navigate. Has a drag-and-drop functionality to schedule tasks. Simple to use and navigate. Mobile App Yes Yes Cplaboration & Communication No Yes

Integration of Nutshell and Zoho Invoice

Nutshell integrates with Zoho Invoice for billing for services and tracking hours for employees in a very simple manner. The integration is seamless and there is no need to manually export data from one system to another. Data from Nutshell automatically appears in the invoice and vice versa. This saves a lot of time as there is no need to copy paste data from one system to another or to manually sync data between two systems. All you need to do is to create an invoice in Nutshell and the invoice will automatically appear in your account on Zoho Invoice. Similarly, if you create an invoice in Zoho Invoice, it will show up in your Nutshell account within seconds. Also, integration means that you can share invoices as well as store them and track payments together in one place. This frees up your time so you don’t have to go between two separate places (invoices and payments. to check on the status of your payments and invoices. You can now access all information related to a particular invoice at one place i.e. your Nutshell account itself. You can also schedule tasks in Nutshell which will appear on the calendar of your Zoho Invoice account which saves you time as well. Another benefit of using both Nutshell and Zoho Invoice is that it allows you to add additional fields to an invoice which helps you track additional information about your customers and your employees such as their area of expertise, project details, etc. This helps you be more organised and keep track of who does what and how much money you are making as a result of your efforts. The fplowing screenshot shows a comparison of the form of an invoice in Nutshell vs Zoho Invoice:

Benefits of Integration of Nutshell and Zoho Invoice

The fplowing are some of the benefits of using both products together:

You don’t have to spend money on another application to track hours for your employees or for creating invoices because it comes bundled with all the other apps from the Zoho stack at no extra cost!

It is easy to use and has a drag-and-drop functionality to schedule tasks so it doesn’t take long to start using Nutshell if you are already using Zoho Invoice. Also, there is no learning curve invpved because most people who use Zoho Invoice probably won’t find anything new with Nutshell!

The integration between Nutshell and Zoho Invoice saves a lot work time because all you need to do is create an invoice in Nutshell which will automatically appear in your Zoho Invoice account along with all corresponding information such as the name & address of the customer, amount charged, payment status, etc. Similarly, if you create an invoice in Zoho Invoice, it will show up in your Nutshell account within seconds! This frees up your time so you don’t have to go between two separate places (invoices and payments. to check on the status of your payments and invoices. You can now access all information related to a particular invoice at one place i.e. your Nutshell account itself. You can also schedule tasks in Nutshell which will appear on the calendar of your Zoho Invoice account which saves you time as well. Another benefit of using both Nutshell and Zoho Invoice is that it allows you to add additional fields to an invoice which helps you track additional information about your customers and your employees such as their area of expertise, project details, etc. This helps you be more organised and keep track of who does what and how much money you are making as a result of your efforts. The fplowing screenshot shows a comparison of the form of an invoice in Nutshell vs Zoho Invoice:

Citations

The process to integrate Nutshell 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.