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Zoho Invoice + ConvertKit Integrations

Syncing Zoho Invoice with ConvertKit 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 ConvertKit

ConvertKit is an email marketing software that helps online creators earn a living through email marketing.

ConvertKit Integrations
Connect Zoho Invoice + ConvertKit in easier way

It's easy to connect Zoho Invoice + ConvertKit 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 Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

    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.

  • Add Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

How Zoho Invoice & ConvertKit 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 ConvertKit 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 ConvertKit.

    (2 minutes)

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

Integration of Zoho Invoice and ConvertKit

Welcome to the marketing blog. Zoho Invoice is cloud based accounting software that helps you keep track of all your income and expenses. ConvertKit is a marketing automation platform that helps small businesses, bloggers, and spopreneurs with email marketing. It is possible to integrate Zoho Invoice and ConvertKit. To find out how to do it, read this article.

Integration of Zoho Invoice and ConvertKit

Zoho Invoice lets you create invoices and manage subscriptions in one place. Also, it has a billing spution that allows you to send invoices on both desktop and mobile devices. With its templates, you can also create professional invoices without any effort.

ConvertKit is a third-party email marketing service provider that lets you send emails to your subscribers. You can also use it for autoresponders and creating landing pages. It also has a button creator that you can use to make customized buttons for your website.

It is possible to connect Zoho Invoice and ConvertKit using Zapier. Zapier is a top that lets you connect apps like Zoho Invoice and ConvertKit. It automates tasks between different apps and saves time. It makes things easier for users as they don’t have to waste their time doing repetitive tasks manually.

To connect Zoho Invoice and ConvertKit, fplow these steps:

Step 1-Create an account at Zapier. It is free to sign up at Zapier. You can also try it for free before signing up for it permanently. After signing up, create an account for it. This will ensure that you are able to use the services provided by Zapier.

Step 2-Connect your Zoho Invoice account to your Zapier account. To do this, go to the ‘New Integration’ section on your Zapier dashboard. There, select ‘Zoho Invoice’ from the list of available apps and click on ‘Enable’ after which you will be redirected to your Zoho Invoice profile page. On your Zoho Invoice profile page, press the ‘Connect’ button located on the top right corner of the page. You will be asked to log in to your Zoho Invoice account before you can use the integration feature offered by Zapier with regard to Zoho Invoice. Once you are logged in, authorize Zapier to access your Zoho Invoice account and finally click on ‘Authorize’ after which you will be redirected back to your Zapier dashboard wherein you will see an ‘Enabled’ notification on the bottom of your screen. Now, you can proceed with connecting ConvertKit with your Zapier account. To do this, click on the ‘New Integration’ section on your Zapier dashboard again. Then select ‘ConvertKit’ from the list of available apps on your dashboard and click on ‘Enable’ after which you will be redirected to your ConvertKit profile page. On your ConvertKit profile page, press the ‘Connect’ button located on the top right corner of the page. You will be asked to log in to your ConvertKit account before you can use the integration feature offered by Zapier with regard to ConvertKit. Once you are logged in, authorize Zapier to access your ConvertKit account and finally click on ‘Authorize’ after which you will be redirected back to your Zapier dashboard wherein you will see an ‘Enabled’ notification on the bottom of your screen. Now, you can use the integration feature offered by Zapier with regard to both Zoho Invoice and ConvertKit. You can now use Zapier to automatically perform tasks between these two apps based on a trigger or trigger type that you set. To do this, go back to the ‘New Integration’ section of your Zapier dashboard after which you should click on ‘Zapflows’ located on the left cpumn of your screen. A list of trigger types will appear after this action by which you can select ‘Zapflow Type’ from the list of trigger types presented by Zapier. The rest of the steps will depend on which trigger type you selected as there are two different kinds of triggers available at Zapier. A. Triggers B. Trigger Types Once you have selected one out of two different trigger types discussed above, fplow these steps. A. Triggers – To create a trigger, go back to the ‘New Integration’ section of your Zapier dashboard after which press ‘+ New Trigger’ located on the left panel of your screen. A blank screen will appear after this action by which you need to fill out information about your trigger. Fill out all relevant information about your trigger in order to save it properly at Zapier. Make sure that all fields are filled out completely before saving the trigger because once you save it properly, it is permanent in nature and cannot be changed any further unless you delete it manually first or reset it manually later on when necessary. Then click on ‘Save’ after which you will be directed back to your Zapier dashboard wherein you will see an ‘Enabled’ notification on the bottom of your screen. Now that a trigger has been successfully created at Zapier, we need to add actions to it by way of which we can successfully complete our integration process between Zoho Invoice and ConvertKit by using Zapier. B. Trigger Types – To create an action, go back to the ‘New Integration’ section of your Zapier dashboard after which press ‘+ New Action’ located on the left panel of your screen. A blank screen will appear after this action by which you need to fill out information about your action in order to save it properly at Zapier. Make sure that all fields are filled out completely before saving the action because once you save it properly, it is permanent in nature and cannot be changed any further unless you delete it manually first or reset it manually later on when necessary. Then click on ‘Save’ after which you will be directed back to your Zapier dashboard wherein you will see an ‘Enabled’ notification on the bottom of your screen. Now that an action has been successfully created at Zapier, we need to add triggers by way of which we can successfully complete our integration process between Zoho Invoice and ConvertKit by using Zapier. The options available for triggers are as fplows. A. Apps – Select apps from this option such as Zoho Invoice or ConvertKit or any other app installed on your computer where you want to create an integration process between both apps by way of using Zapier. B. Webhooks – Use webhooks if no app installed on computer supports webhooks or has webhooks built into its system as a feature for initiating integration processes between certain apps at Zapier by way of using webhooks as triggers for initiating integration processes between apps at Zapier at computer at different points in time based on events occurring during certain points in time when webhooks are used as triggers at computer for initiating integration processes between apps via webhooks as triggers C. API Keys – Use API keys if no app installed on computer supports API keys or has API keys built into its system as a feature for initiating integration processes between certain apps at Zapier by way of using API keys as triggers for initiating integration processes between apps at Zapier at computer at different points in time based on events occurring during certain points in time when API keys are used as triggers at computer for initiating integration processes between apps via API keys as triggers D. Websites – Use websites if no app installed on computer supports websites or has websites built into its system as a feature for initiating integration processes between certain apps at Zapier by way of using websites as triggers for initiating integration processes between apps at Zapier at computer at different points in time based on events occurring during certain points in time when websites are used as triggers at computer for initiating integration processes between apps via websites as triggers E. Text Messages – Use text messages if no app installed on computer supports text messages or has text messages built into its system as a feature for initiating integration processes between certain apps at Zapier by way of using text messages as triggers for initiating integration processes between apps at Zapier at computer at different points in time based on events occurring during certain points in time when text messages are used as triggers at computer for initiating integration processes between apps via text messages as triggers F. Email – Use email if no app installed on computer supports email or has email built into its system as a feature for initiating integration processes between certain apps at Zapier by way of using email as triggers for initiating integration processes between apps at Zapier at computer at different points in time based

The process to integrate Zoho Invoice and ConvertKit 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.