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Zoho Invoice + EngageBay Integrations

Syncing Zoho Invoice with EngageBay 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 EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

EngageBay Integrations
Connect Zoho Invoice + EngageBay in easier way

It's easy to connect Zoho Invoice + EngageBay 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 Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

    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 Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

How Zoho Invoice & EngageBay 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 EngageBay 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 EngageBay.

    (2 minutes)

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

Integration of Zoho Invoice and EngageBay

Zoho Invoice?

Zoho invoice is a web-based invoicing system that lets you create, send, track and manage your invoices online. It also enables you to accept payments online through the integration with their payment gateway, EngageBay. The software is specially designed for small businesses that want to stay competitive in business. The user interface is very easy to use and understand. You can customize the look of the invoice according to your business needs.

EngageBay?

EngageBay is an e-commerce platform that connects buyers and sellers. It facilitates secure payments for sellers and helps them manage their business more effectively by providing real-time analytics. The platform has many features like open API, custom fields, multi-currency support, customizable email templates, bulk uploads, order management, multiple shipping methods, etc.

Integration of Zoho Invoice and EngageBay

Integration of Zoho Invoice and EngageBay is very simple. If you are using Zoho Invoice, then you don’t have to do anything to integrate these two platforms. This integration is done by default at the time of signup. You can start accepting payments directly from your invoices.

Benefits of Integration of Zoho Invoice and EngageBay

There are many benefits of integrating Zoho Invoice and EngageBay. Let’s discuss them one by one.

  • No more registration on different websites. One of the biggest benefits of using Zoho Invoice is that it enables you to accept payments from any website or application without having to register on those sites separately. You can simply link your account with your preferred payment gateway on EngageBay and start accepting payments on any site you choose to. This is a great benefit as it saves a lot of time and effort for you, which means reduced development time as well as reduced cost.
  • Payment tracking made easy. You can easily track all your payments that have been received from various customers as everything is organized in one place – your invoices on Zoho Invoice. Now you don’t have to search through emails or spreadsheets to find out who has paid their dues and who hasn’t. All your payments are stored in one place – your invoices on Zoho Invoice – so you can view all of them at a glance from the dashboard itself. This results in more accuracy and better contrp over your finances.
  • Get paid faster. If you are ready to accept online payments for your business, then you must be looking forward to getting paid fast as well as directly into your bank account. With the integration of Zoho Invoice and EngageBay, you can now receive payments faster with no hassles. Your customers can pay using their credit cards, debit cards or through net banking and make sure they get paid directly into your bank account with no delays whatsoever. This is great as it makes it easier for you to manage your finances as well as expand your business.

You now know that the integration of Zoho Invoice and EngageBay can help you save time and money as well as increase your productivity and profitability as a business owner. The only thing you need to do is install the software on your computer and start using it right away!

The process to integrate Zoho Invoice and EngageBay 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.