Zoho Invoice + Apptivo Integrations
Syncing Zoho Invoice with Apptivo 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.
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 Apptivo
Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
Apptivo IntegrationsIt's easy to connect Zoho Invoice + Apptivo without coding knowledge. Start creating your own business flow.
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New ContactTriggers when a new Contact is added.
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New Contact Person
Triggers when a new point of contact is added to an existing contact.
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New Invoice
Trigger on a new invoice (with line item support).
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New Project
Triggered when a new project is added.
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New CaseTrigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Update Contact
Trigger when any contact update.
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Create Contact
Creates a new contact.
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Create Contact Person
Creates a new point of contact for a specific contact.
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Create Invoice
Creates a new invoice.
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
How Zoho Invoice & Apptivo Integrations Work
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Step 1: Choose Zoho Invoice as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Apptivo as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho Invoice to Apptivo.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Invoice and Apptivo
Zoho Invoice
Zoho invoice is an online invoicing top which helps you to create and send invoice, manage your expenses and track your payments, all through your smartphone. It provides free templates to help you create customized invoices. You can also incorporate your logo, photo or signature on the invoices. It is available for both Android and iPhone devices.
Apptivo
Apptivo is a cloud-based accounting software. It is integrated with Zoho Invoice to help you access invoices for companies using Apptivo. The integration gives you access to information related to customers, vendors, payables, receivables, etc. It also allows you to make payments directly through the invoice.
Integration of Zoho Invoice and Apptivo
Apptivo provides various features that enable small businesses to run their finances efficiently. These features include mobile apps for iPhone and Android devices, ability to integrate with QuickBooks, e-receipts automation, real-time data synchronization, multiple dashboards, etc. With Apptivo, you can easily manage the financial aspects of your business from anywhere using any device.
Zoho Invoice is a cloud-based invoicing software that enables you to create and send invoices quickly from anywhere using any device. It is free to use and offers more than 30 free billing templates. You can also easily manage your expenses and track payments. There are thousands of businesses around the world using this affordable invoicing software.
Integration of Zoho Invoice with Apptivo allows users to access the invoices of different companies from a single dashboard. It also allows users to make payments on the go by tapping on the invoice displaying the customer’s details. Both these functionalities will help small businesses in various ways as discussed below.
Benefits of Integration of Zoho Invoice and Apptivo
The benefits of seamless integration of Zoho Invoice and Apptivo are as fplows:
Access to Invoices. With this integration, users can access invoices of a particular company from a single dashboard with a single click. Users need not log in to each company’s portal separately. This will save time and effort for the user as well as the company.
With this integration, users can access invoices of a particular company from a single dashboard with a single click. Users need not log in to each company’s portal separately. This will save time and effort for the user as well as the company. Payments on Go. Users can also make payments on the go by tapping on the invoice displaying the customer’s details. They do not need to log in to their own company’s portal and search for the customer’s invoice. This saves time and effort for both the user and the company as well as removes any chance of error due to misplacement of invoice numbers or wrong invoice number entered by mistake.
This integration helps users access invoices on the go as well as make payments on the go, saving them time and effort as well as preventing errors due to misplacement of invoice numbers or wrong invoice number entered by mistake.
The process to integrate Zoho Invoice and Apptivo 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.
