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Zoho Invoice + Zoho Creator Integrations

Syncing Zoho Invoice with Zoho Creator 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 Zoho Creator

Zoho Creator is a low-code application development platform that empowers you to build enterprise-class applications that run on mobile, tablet, and web.

Zoho Creator Integrations
Connect Zoho Invoice + Zoho Creator in easier way

It's easy to connect Zoho Invoice + Zoho Creator 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 Record

    Triggers when a new record is added to a certain application and form.

    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 Record

    Create new record in a certain application and form.

  • Download File

    Download a file from a specified record

How Zoho Invoice & Zoho Creator 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 Zoho Creator 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 Zoho Creator.

    (2 minutes)

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

Integration of Zoho Invoice and Zoho Creator

I will be discussing the fplowing topics:

    Zoho Invoice?

    Zoho Creator?

    Integration of Zoho Invoice and Zoho Creator

    Benefits of Integration of Zoho Invoice and Zoho Creator

In this part I will discuss the fplowing topics:

    Zoho Invoice?

  • History of Zoho Invoice
  • Features of Zoho Invoice:
  • Receiving Orders. User can create an invoice and can accept and receive an order directly from their desktop, Android and iOS devices.
  • Tracking. User can track the progress of their order and its delivery status. The user can also create a purchase order and send it to supplier for approval. The user can create purchase request and track the status.
  • Payments. User can select payment options as well as track payments made by customer. There is also an option to provide funds to employees.
  • Reports. The user can generate reports so as to keep track of transactions and business activities. The user can generate sales report, customer report, purchase report and vendor report. The user can export data in CSV and PDF formats. The user can also customize reports according to their needs. They can create customized fields and values and insert them into the reports. By using this feature, the user can make their own version of report and view it.
  • Dashboard. Zoho Invoice comes with dashboard which shows the real-time information about their business. They can use this dashboard to view their incoming orders, payments, invoices and vendors information. This dashboard helps the user to manage their business effectively on daily basis.
  • Integration of Zoho Invoice with other Zoho Services:
  • Additional Services . This service offers integration with many other Zoho services so as to give the user more features of Zoho products at one place. The user can integrate Zoho Invoice with Zia which gives the user an insight into various marketing strategies that are being used by competitors. The user can also integrate Zoho Invoice with Zoho Projects, Zoho Showroom, Zoho Books, Salesforce, SugarCRM, Outlook etc. Thus the user can use all these services at one place instead of using different portals for each service. Thus the user saves time and resources required to manage different portals for different tasks.
  • The process to integrate Zoho Invoice and Zoho Creator 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.