Zoho Invoice + Airtable Integrations

Syncing Zoho Invoice with Airtable 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 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.

About Airtable

Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.

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Connect Zoho Invoice + Airtable in easier way

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

  • 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.

  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

  • 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.

  • Create Record

    Creates a new record with auto-populating fields.

  • Update Record

    Update the values of specific cells in an Airtable record.

How Zoho Invoice & Airtable Integrations Work

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

    (2 minutes)

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

Integration of Zoho Invoice and Airtable

Zoho Invoice and Airtable allow organizations to run their business effortlessly. It is a robust software that manages all aspects of business from financial matters to customer relationship management. Zoho Invoice offers cloud-based invoicing, expense tracking, time tracking, contact management, billing, and project management services for small businesses and enterprises. On the other hand, Airtable can organize data into customizable spreadsheets and tables.

Integration of Zoho Invoice and Airtable

Zoho Invoice makes it easy to import leads from Airtable. With just one click, you can import leads into Zoho Invoice from Airtable. You can also create contacts from Airtable and add them to Zoho Invoice contacts while converting the contact details into a lead. It also allows you to track your sales pipeline with the help of an integrated lead score. The integration between these two applications is seamless and simple. Zoho Invoice also has an integration with Google Drive so that sharing of documents is easy. It helps teams to cplaborate more efficiently. You can share documents from Google Drive and Zoho Docs directly to Airtable with a single click in Zoho Invoice. In this way, it becomes easier for you to manage your sales pipeline.

Benefits of Integration of Zoho Invoice and Airtable

The integration between Zoho Invoice and Airtable increases efficiency and productivity of your organization. You can easily create invoice templates in Zoho Invoice by just dragging and dropping the components you want to include in it from your Airtable spreadsheet. For example, say if you need an invoice template for a specific client or company, then you can simply drag and drop the fields like project name, service description, hours billed, invoice number, total price, due date, and approved status from your Airtable tabular spreadsheet to your Zoho Invoice invoice template. Now you have an invoice template ready with all the required information. Similarly, if you want to use a particular contact list for your clients, then you can just drag and drop all the fields in your contact list to your spreadsheet. This way, you will not waste any time in creating any invoice template or contact list because everything will be ready. Another benefit of using both tops together is that they will save your time and effort in managing contacts. You can quickly create or update contacts from your Airtable spreadsheet without having to log into any other application. It makes updating contacts simple and quick.

Zoho Invoice and Airtable are two tops that will help you simplify your work flow, increase efficiency, and productivity, and make cplaboration easier between team members in your organization.

The process to integrate Zoho Invoice and Airtable 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.