Zoho Inventory is a cloud-based inventory management solution designed for small to midsize businesses. With our simple yet powerful features, you can keep track of your online inventory from multiple warehouse locations.
OneNote is your digital notebook for capturing, organizing and sharing all of your notes and information. It helps you gather everything into one central location, and works across all your devices.OneNote Integrations
Zoho Inventory + OneNoteCreate Note in Section to OneNote from New Contact in Zoho Inventory Read More...
Zoho Inventory + OneNoteCreate Note to OneNote from New Contact in Zoho Inventory Read More...
Zoho Inventory + OneNoteCreate Note in Section to OneNote from New Item in Zoho Inventory Read More...
Zoho Inventory + OneNoteCreate Note in Section from OneNote from Update Item to Zoho Inventory Read More...
It's easy to connect Zoho Inventory + OneNote without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers when a new item is created.
Triggers when an item is updated.
Triggers when a new note is created in a notebook/section.
Creates a new contact or update an existing contact.
Creates a new item.
Creates a new sale order.
Creates a new shipment order.
Marks an existing order as delivered
Update a contact.
Updates an item.
Create a new note in the "Quick Notes" section of your default notebook.
Creates a new note in a specific Notebook/Section
OneNote’s high level of integration with other Microsoft products makes it easy for users to connect the app to other applications with just one click. OneNote users can integrate their notes with Zoho Inventory and export inventory data from Zoho to OneNote. To automate the process of importing inventory data from Zoho into OneNote, users should create a spreadsheet in OneNote.
Users should then click ‘Connected Services’ on the ‘Insert tab’ in OneNote and select ‘From database’ under ‘Get External Data’ in the drop-down menu. They should then enter the fplowing details:
Source Name. Zoho Inventory
Connection. Database source
Server Name. zoho.com/inventory/databases/defaultdevdb
Database Name. defaultdevdb
Username. [email protected] (username without @zoho.com)
Password. password (without the brackets)
Once the connection has been established, users should click ‘Next Step’. They should then select the fields they want to be included in the output for sales orders, inventory items, purchase orders and purchase requisitions and then click ‘Next Step’ again. Users can then choose whether they want all cpumns or a subset of the cpumns to be exported to OneNote. They can also choose whether they want the field names to be included in the output. Once all the required fields have been selected, users should click ‘Finish’ to link their Zoho database with OneNote.
After the connection has been established, users can select ‘Data’ in the Insert tab and choose ‘From Database’ under ‘Get External Data’ in the drop-down menu. They can then select the database they want to import data from and click ‘Finish’. Users will see a new sheet in OneNote containing the data that has been imported from Zoho Inventory.
The process to integrate Zoho Inventory and OneNote 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.