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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.
Asana is a task management tool that brings all of your team's work together in one place. It lets you organize tasks by project, phases, priority level, due date, assignee, and tags. Asana is a great tool to manage even the largest and most complex projects.Asana Integrations
It's easy to connect Zoho Invoice + Asana without coding knowledge. Start creating your own business flow.
Triggers when a new Contact is added.
Triggers when a new point of contact is added to an existing contact.
Trigger on a new invoice (with line item support).
Triggered when a new project is added.
Triggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.
Triggered whenever you add a new project.
Triggers on an addition of a new story.
Triggers upon an addition of a new subtask.
Triggers every time you create a new tag.
Triggers whenever a new task is added to a project.
Triggers whenever a new task is added to a workspace.
Triggered every time you add a new team.
Triggered once a new user is added.
Triggers every time you add a tag to a task.
Creates a new contact.
Creates a new point of contact for a specific contact.
Creates a new invoice.
Adds a new project.
Adds a new story (a comment is a story).
Adds a new task.
Updates an existing Task.
Zoho Invoice is a softwares that helps users to manage their billing and accounts receivable. It is easy to use, with the help of it invoices can be sent to customers and online payments can be made. It also provides features for sending reminders, tracking payments, adding multiple currencies, generating reports, etc.
Asana is a task management software that works across devices. It allows teams to create shared tasks, assign them to team members, track progress on different tasks, etc. It provides cplaboration features across devices for teams to communicate on projects using tasks, comments, attachments, etc.
Zoho Invoice integration with Asana makes the process of managing invoices better. With this integration users are able to create tasks in Asana from within the Zoho Invoice invoice details page. When they are done with creating the task, they are able to save the invoice data by creating a task. Users are able to send invoices from Zoho Invoice directly to Asana tasks or vice versa. They are also able to track the status of all invoices within both Zoho Invoice and Asana.
The benefits of integrating Zoho Invoice and Asana are as fplows:
It provides a single source of truth regarding the life cycle of an invoice. Users can view the status of their invoices in one place.
It saves time as users do not have to go back and forth between Zoho Invoice and Asana for updates about their invoices.
To know more about this integration, you can watch this video. https://www.youtube.com/watch?v=HN4UOy3-j1g
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