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Zoho Invoice + Patreon Integrations

Syncing Zoho Invoice with Patreon 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 Patreon

Patreon is a membership platform that makes it easy for artists and creators to get paid. It enables content creators to make a regular, long-term living from their work. Patreon also allows creators to keep in touch with their most ardent supporters while maintaining creative control over their work.

Patreon Integrations
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Connect Zoho Invoice + Patreon in easier way

It's easy to connect Zoho Invoice + Patreon 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.

  • Deleted Member

    Triggered when a membership is deleted.

  • Deleted Pledge

    Triggers when an existing pledge is deleted.

  • Deleted Post

    Triggered when a post is deleted on a campaign.

  • New Member

    Triggers when a new member is created, either by pledging or by following a campaign.

  • New Pledge

    Triggers when a new pledge is received on a campaign.

  • New Post

    Triggered when a new post is published on a campaign.

  • Updated Member

    Triggered when the membership information is changed. Includes updates on payment charging events.

  • Updated Pledge

    Triggers when a pledge has been updated.

  • Updated Post

    Triggered when a post is updated on a campaign.

    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.

How Zoho Invoice & Patreon 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 Patreon 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 Patreon.

    (2 minutes)

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

Integration of Zoho Invoice and Patreon

  • Zoho is an Indian software development company that was founded in 1996. They provide software and services for business management, finance, accounting, customer relationship management, and human resource management for small-medium businesses. Zoho Invoice is a free online invoicing software that allows users to create invoices, track time and expenses, record sales and estimates, create purchase orders, accept payments online, and send receipts on the go.
  • Patreon is an online platform that connects artists such as musicians, videographers, writers, designers and photographers with their fans and supporters. People who support artists through Patreon are called patrons. Patrons make pledges to support artists with various amounts of money on a recurring basis. The pledges can be per creation or subscription-based. For example, a fan of a music artist could pledge $5 per song the artist releases. Artists keep all the rights to their work and receive a share of the revenue generated from the amount pledged by patrons.
  • Integration of Zoho Invoice and Patreon:
  • Zoho Invoice can be integrated with Patreon so that any money raised on Patreon can be automatically recorded in the Zoho Invoice dashboard. This can be done using Zapier.

    Zapier is a web-based platform that allows multiple applications to communicate with each other. It provides more than 750 application integrations and allows users to create “zaps” (customized actions. It reduces the need for manual data entry and has applications in many areas such as marketing automation, Salesforce CRM, Gmail, and Google Analytics.

    Zapier provides a “Patreon Connector” which allows the user to connect with Patreon and Zoho Invoice. When a patron pledges money to a creator on Patreon, Zapier automatically records this transaction in Zoho Invoice. Zoho Invoice can then import transactions from Patreon into its system. There are two ways to create this integration:

    Using email address Using authentication token

    Using Email Address:

    Step 1. Create an account on Zapier by entering your email address and password. Then, select the option of “I want to use my existing accounts”. Choose “I have an account” option for both platforms (Patreon & Zoho Invoice. and enter your credentials for these platforms. Once you have created an account you will be able to see a list of available triggers for both platforms (Patreon & Zoho Invoice. Select the triggers that you want to be connected to each other and generate the zap. You will now be able to see all the available actions for both platforms (Patreon & Zoho Invoice.

    Step 2. To set up the integration between Patreon and Zoho Invoice using Zapier, you need to select the trigger of “New Pledge” from Patreon and “Create invoice” action from Zoho Invoice. Optionally, you can choose the action “Send receipt” from Zoho Invoice if you want to send a receipt immediately after a new pledge is made.

    Step 3. Specify the fields that you want to record in your chosen application (Zoho Invoice. after a new pledge is made on Patreon using Zapier.

    Step 4. Click on Save+Continue at the bottom right corner of your screen to save your Zap with the above parameters. A popup will appear asking you to connect with either an email address or using access tokens.

    Step 5. If you click on “Email address” option, another window will appear where you need to enter your Patreon username as well as your email address. This will enable Zapier to send an email notification to you whenever someone makes a pledge on Patreon using your email address.

    Step 6. If you click on “Authentication token” option, another window will appear where you need to enter your Patreon API token in order to connect your profile with an authentication token.

    Step 7. After completing the steps mentioned above, you will be asked to click on +Save & Continue at the bottom right corner of your screen. If everything is successful, you will see a message saying “Successfully connected X apps” at the bottom right corner of your screen.

  • Benefits of Integration of Zoho Invoice and Patreon:
  • Integrating Zoho Invoice with Patreon allows users to record all types of income from various sources in one place while reducing manual data entry. The benefits of integration are mentioned below:

    Users can record all types of income from various sources in one place while reducing manual data entry. Users can reduce time spent on managing data entry by automatically recording income from multiple sources in one place (Zoho Invoice. This will help them improve their productivity because they can devote more time to doing things that bring value to their patrons/supporters (creating content. In addition, they can better manage their finances because they will have all their income recorded in one place instead of managing multiple places. This will also allow them to avoid errors due to duplicate entries. All pledges made on Patreon using a user’s email address will be recorded in his/her account with Zoho Invoice automatically (using Zapier. This will help creators better manage their finances since they will know exactly how much money they have received from various sources. Users do not have to spend time creating receipts for every pledge that they receive on Patreon if they use the integration between Patreon and Zoho Invoice using Zapier. This will help creators save time since they do not have to sit down and manually make receipts for every pledge that they receive on Patreon. Receipts can be sent instantly instead of waiting for them to be printed out and mailed out separately from Patreon pledges depending upon a patron’s request for a receipt during checkout process (Patreon. This will save time spent printing out receipts as well as mailing them out separately from pledges depending upon a patron’s request for a receipt during checkout process (Patreon. Users can avoid making errors when sending multiple copies of receipts since it will only be necessary for them to send one receipt in response to a patron’s request for a receipt during checkout process (Patreon.

    Zoho Invoice can be integrated with Patreon so that any money raised on Patreon can be automatically recorded in the Zoho Invoice dashboard. The benefit of this integration is that artists do not have to spend time creating receipts for every pledge that they receive on Patreon and they can save time because they do not have to sit down and manually make receipts for each pledge received on Patreon.

    The process to integrate Zoho Invoice and Patreon 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.