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Zoho Invoice + Chatter Integrations

Syncing Zoho Invoice with Chatter 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 Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

Chatter Integrations
Connect Zoho Invoice + Chatter in easier way

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

    Triggers
  • 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 Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

    Actions
  • 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.

  • New Post in Feed Action

    Create a new post in your Chatter feed.

How Zoho Invoice & Chatter 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 Chatter 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 Chatter.

    (2 minutes)

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

Integration of Zoho Invoice and Chatter

Note. This section is optional.

Zoho Invoice is a cloud based invoice and payments software that allows you to create invoices and access customer information in one place. It allows you to send out invoices to your customers as well as manage them online. It is a great way of managing your inventory, expenses, and invoicing. Read more about Zoho Invoice here. https://www.zoho.com/invoices/features/. Chatter is a cplaboration platform that enables employees to connect with each other, share information and knowledge, and stay updated on the latest company news. The integration of Zoho Invoice and Chatter allows users to access customer information from Chatter and save time by automating some tasks. Read more about Chatter here. http://www.zoho.com/chatter/features/.

Integration of Zoho Invoice and Chatter

Chatter is one of the many products offered by Zoho, and it is a great product for staying connected with your team members, customers, partners, vendors, etc. You can post announcements (chats), upload images, documents, view newsfeeds of your connections, send messages, see calendars of your connections, etc. Integration of Zoho Invoice and Chatter allows you to access customer information from Chatter and save time by automating some tasks. For example, if someone sends you an invoice through Zoho Invoice, you do not have to login to Zoho to check for customer details; you can simply click on the customer name in Zoho Invoice to get all the information about the customer from chat.

Benefits of Integration of Zoho Invoice and Chatter

There are various benefits of integration of Zoho Invoice and Chatter:

Integration of Zoho Invoice and Chatter saves time because you do not have to login to Zoho to check for customer details. You can simply click on the customer name in Zoho Invoice to get all the information about the customer from chat. You will be able to automate certain tasks such as sending invoices or making payments. You can add your contacts’ email addresses directly into Zoho Invoice by using Chatter. You can schedule recurring invoices in Zoho Invoice using Chatter. You can add customers directly into Zoho Invoice by using Chatter contacts. You can access various reports from Chatter right from Zoho Invoice. You can add notes in Chatter for a particular customer in Zoho Invoice. You can add a note in Chatter for a particular invoice in Zoho Invoice. You can send out bulk invoices from Chatter using the bulk feature provided by Chatter. You can update invoices in Zoho Invoice from Chatter. You can email invoices directly from Chatter by clicking on the email icon available near the invoice number (next to print. You will be able to communicate with customers from Chatter right inside Zoho Invoice.

The process to integrate Zoho Invoice and Chatter 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.