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Zoho Invoice + Microsoft Outlook Integrations

Syncing Zoho Invoice with Microsoft Outlook 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 Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

Microsoft Outlook Integrations
Microsoft Outlook Alternatives

Looking for the Microsoft Outlook Alternatives? Here is the list of top Microsoft Outlook Alternatives

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Connect Zoho Invoice + Microsoft Outlook in easier way

It's easy to connect Zoho Invoice + Microsoft Outlook 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.

  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is 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 a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

How Zoho Invoice & Microsoft Outlook 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 Outlook 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 Outlook.

    (2 minutes)

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

Integration of Zoho Invoice and Microsoft Outlook

Zoho Invoice is a web-based invoice and billing service which allows you to easily send professional invoices and get paid online. It helps you create and send invoices, track and manage your accounts and customers and get paid online. You can also send statements, reminders and recurring invoices. Zoho Invoice lets you send your invoice digitally in PDF format via email or an attached file.

Zoho Invoice has native support for Microsoft Outlook, which enables you to add invoices from Microsoft Outlook using the Outlook add-in. With Zoho Invoice for Outlook, you can:

View and manage your Zoho Invoice contacts and accounts directly within Microsoft Outlook

Sync your contacts and accounts with Microsoft Outlook

Send invoices and statements directly from Microsoft Outlook

  • Microsoft Outlook?
  • Microsoft Outlook is a personal information manager from Microsoft, available as a part of the Microsoft Office suite. It includes an email client, calendar, task manager, contact manager, note taking application, journal, and web browsing interface. In addition to web access, the software allows users to set up an automatic download of e-mail over a corporate network. Microsoft Outlook uses the MAPI protocp for email communication.

  • Integration of Zoho Invoice and Microsoft Outlook
  • The integration of Zoho Invoice and Microsoft Outlook invpves a Zoho Invoice add-in for Microsoft Outlook. It allows you to view all your accounts in one place from Microsoft Outlook. It also offers features such as quick shipment tracking from the invoice to Microsoft Outlook, ability to add new transactions from the invoice, sync charges from the invoice to Microsoft Outlook and more. You can add the add-in in just a few minutes using the link below. https://www.zoho.com/invoicing/outlook/add-on/

    Zoho Invoice & Microsoft Outlook Integration Features:

    • View Invoices in Outlook

    Zoho Invoice add-in for Outlook allows you to view all your invoices in one place within Microsoft Outlook. It shows all your invoices on the Outlook Calendar. You can filter invoices based on status, customer name, date of creation or any other attribute. You can also view invoice details directly from the calendar, by right clicking on it. The integration also allows you to view the Next Payment Due Date of each invoice. You can pay your invoices directly from the calendar with just one click. If you are paying at the end of the day, you can schedule it for payment on that day itself. You can also apply discount, rate or any other pricing rule directly from the calendar without opening the invoice. This saves time as well as reduces errors while applying discounts automatically to the invoices.

    • Track Shipments with One Click

    With Zoho Invoice for Outlook, you can track your shipments right from your e-mails or invoices. You can track inventory items even if there is no tracking number on them (such as belonging to FBA. All you need to do it select the tracking number on an incoming mail or invoice and click on ‘Track Shipment’ on the Zoho Invoice for Outlook ribbon tab. You can also track shipments by right clicking on any tracked message or shipment under ‘Tracked Messages’ on the Zoho Invoice for Outlook ribbon tab. You can track multiple shipments at once, by selecting multiple messages under ‘Tracked Messages’ on the Zoho Invoice for Outlook ribbon tab. Coming soon – See Shipment Details with One Click – If there are no tracking numbers on your inventory items, you can still track shipments! Zoho Invoice will soon let you track shipments without entering tracking numbers! As soon as this feature goes live, you will be able to see all details about your shipment by just selecting one shipment under ‘Tracked Messages’ on the ribbon tab in Zoho Invoice for Outlook! This will reduce the time taken by you to track shipments by almost 40%! Also coming soon – Track Inventory Items – With multiple ways to track shipments already available with Zoho Invoice for Outlook, we are adding another way to track shipments through inventory items! This feature will allow you to find out whether an item has been shipped or not by just selecting that item under ‘Inventory Items’ on the ribbon tab in Zoho Invoice for Outlook! This will again reduce the time taken by you to track shipments by almost 40%!

    • Apply Pricing Rules Automatically

    You don’t have to open an invoice every time you want to apply a discount, rate or any other pricing rule to it! With this integration, you can apply pricing rules directly from the calendar using just one click! You can also update rate and discount at anytime without opening the invoice using just one click! If there is an invoice which has multiple pricing rules applied to it (such as rate changes), you can update all pricing rules at once by just selecting multiple invoices under ‘Invoices’ on the ribbon tab in Zoho Invoice for Outlook! This will save your time as well as reduce errors during invoicing. Also coming soon – Apply Discounts Automatically – This integration will let you apply discounts automatically! Once we rpl out this feature, all you need to do is enter a discount amount (either percentage or fixed. and click ‘Apply Discount’ on the ribbon tab in Zoho Invoice for Outlook! This will update all related invoices which have not been paid but have been charged with this discount amount! This will save your time as well as reduce errors as you will not have to manually apply discounts (which might be done incorrectly. every time there is a discount change! The system will apply discounts automatically based on their values entered in ‘Discount Amount’ under ‘Settings’ in Zoho Invoice for Outlook!

    The process to integrate 403 Forbidden and 403 Forbidden 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.