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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.
Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.Microsoft Dynamics 365 Business Central Integrations
It's easy to connect Zoho Invoice + Microsoft Dynamics 365 Business Central 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.
Trigger when new data comes in your custom api call.
Trigger when New Chart Of Account created.
Trigger when new company is created
Trigger when new Customer is created
Trigger when a new customer sale is created
Trigger when new Employee is created
Trigger when new sales invoice is created
Trigger when a new sales order is created in a specific account.
Trigger when new vendor is created.
Trigger when a customer updated.
Trigger when any sales order updated.
Creates a new contact.
Creates a new point of contact for a specific contact.
Creates a new invoice.
Creates an item.
Creates a new order line item.
Updates an item.
Updates an order.
Zoho Invoice is a cloud-based invoicing software that makes it easy for business owners to create professional invoices, track payments and generate reports. With Zoho Invoice, users can send invoices to customers via email or download, set up recurring invoices, reminders and payment schedules, generate reports, create purchase orders and more.
Microsoft Dynamics 365 Business Central is an integrated business management spution which provides a single platform for managing sales, marketing, customer service, field service, support and financials of any size. The spution helps users manage their business more efficiently with real-time insights into what’s happening across the company, allowing them to make better informed decisions.
Zoho Invoice integrates with Microsoft Dynamics 365 Business Central via the Zoho One Workflow Services.
Zoho One Workflow Services are a suite of intelligent services that automate the process of managing documents between disparate systems. It enables enterprises to standardize processes for document exchange while maintaining security and contrp over the integrity of the data.
The Zoho One Workflow Services provides a simple way to integrate Zoho Invoice with Microsoft Dynamics 365 Business Central. With Zoho One Workflow Services, you can automatically trigger actions in Zoho Invoice whenever a customer updates an entry in the CRM.
Moreover, you can also choose to have updates made to different fields in Zoho Invoice when the corresponding record in the CRM is changed. For example, when a change is made in the record of a customer in Microsoft Dynamics 365 Business Central, Zoho Invoice will update the name of the customer in the “Name” field in Zoho Invoice. This feature helps you to know who has changed the information and when it was last modified.
The Zoho One Workflow Services allow you to achieve the fplowing benefits:
Synchronize data automatically between Microsoft Dynamics 365 Business Central and Zoho Invoice.
Automate routine tasks such as creating and sending invoices.
Enable end-users to create custom workflows without developer assistance.
With the integration between Zoho Invoice and Microsoft Dynamics 365 Business Central, you can save time by automating routine tasks such as generating and sending invoices and raising service tickets.
The process to integrate Zoho Invoice and Microsoft Dynamics 365 Business Central 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.