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Zoho Invoice + Microsoft Dynamics 365 Business Central Integrations

Syncing Zoho Invoice with Microsoft Dynamics 365 Business Central 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 Microsoft Dynamics 365 Business Central

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
Connect Zoho Invoice + Microsoft Dynamics 365 Business Central in easier way

It's easy to connect Zoho Invoice + Microsoft Dynamics 365 Business Central 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.

  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order 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.

  • Create Contact

    Create Contact

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

How Zoho Invoice & Microsoft Dynamics 365 Business Central 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 Microsoft Dynamics 365 Business Central 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 Microsoft Dynamics 365 Business Central.

    (2 minutes)

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

Integration of Zoho Invoice and Microsoft Dynamics 365 Business Central

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.

Integration of Zoho Invoice and Microsoft Dynamics 365 Business Central

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.

Benefits of Integration of Zoho Invoice and Microsoft Dynamics 365 Business Central

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.