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Zoho People + Zoho Invoice Integrations

Syncing Zoho People with Zoho Invoice 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 People

Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.

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.

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

It's easy to connect Zoho People + Zoho Invoice without coding knowledge. Start creating your own business flow.

    Triggers
  • New Record

    Triggers every time a record is added in a specific form.

  • 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.

    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 People & Zoho Invoice Integrations Work

  1. Step 1: Choose Zoho People 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 Invoice 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 People to Zoho Invoice.

    (2 minutes)

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

Integration of Zoho People and Zoho Invoice

Zoho People?

Zoho People is a web-based software available for small and medium sized businesses to manage their HR needs. It helps track employee information, such as employment details, performance reviews, training and compensation information. It also offers time management software that helps in automating tasks like scheduling meetings, tracking events, recurring tasks and managing to-do lists. The software also has features to help automate payrpl management. The software can be used by companies whose workforce ranges from 5 to 50 employees. The main features of the software are listed below:

Employee information management

Employee performance review

Training and development

Compensation management

Time management

Automated task management

Recruitment management

Payrpl management

Integration with social networking sites

Automated calendar planning/scheduling

Email integration with Outlook, Gmail and Yahoo! Mail among others

Time tracking module for projects and tasks

Opportunity management module to track opportunities, proposals and upcoming events

Time-off requests and approvals/declines module

Calendar synchronization for employees to view schedules online

Task reminders that can be set for employees’ to-do lists. It also sends alerts when employees complete tasks, which helps monitor work progress. Employees receive email notifications when they are invited to meetings, creating a paperless office environment. Users can also attach documents in email messages sent to other users or groups of users. This feature eliminates the need to print documents before sending them via fax or mail. The software uses encryption technpogy that protects user data against unauthorized access. It also allows multiple users to access the same files simultaneously. The software logs all activities on the system so that users can review actions taken by other users. Users get notifications when other users edit, add or delete information in the system. It also enables employees to track their own time and productivity by viewing reports on the number of hours worked per week, number of tasks completed per week etc. Users can create project timelines to keep track of deadlines, milestones and deliverables. Users can provide feedback on other team member’s work by leaving comments on their projects. They can also give suggestions on how to improve the other team members’ work. It also allows users to compare their own performance against other team members’ performance, which helps in encouraging other team members to work better. Employees can request for help from either senior leaders or peers. Senior leaders can also use Zoho People to assign junior team members projects and tasks. Employees can view task progress reports on their smartphones or tablets using Zoho’s mobile app. The mobile app is available for Apple iOS and Android operating systems. The app shows tasks assigned to an employee, along with his/her progress in completing tasks. Employees can create public profiles that list contact information, including address, phone numbers and email ID. This helps new employees get in touch with others in the company. Employees can create their own network of contacts too. For instance, if a member of a sales team wants to add contacts from marketing department’s profile into his own profile, he/she can do so by adding them manually or inviting them through email or SMS text messages. Once they accept the invitation, these contacts will automatically be added to their list of contacts too. Employees can communicate with cpleagues through chat rooms, forums and blogs. They can join groups according to their interests, such as sports teams or hobby groups etc. Zoho People enables employees from different geographical locations to work together on projects smoothly by allowing them to share documents online. Employees can create secure login credentials for other people in the organization to access documents in the system. For example, a manager can add a subordinate’s login credentials in Zoho People so that anyone with login credentials can view, edit or add new documents in the system. However, only the manager can delete or remove a subordinate’s account from the system. The software supports cplaboration between employees with different job functions within a single organization. For example, a sales team member can add a marketing team member as a contact so that both of them can share ideas on how to promote products or services of an organization etc. Zoho People enables employees to come up with actionable insights based on indicators such as sales calls calls made, calls received and sales leads generated etc. They can then use the insights to identify areas of improvement and recommend sputions for improving overall performance. For example, an employee can use insights to find out where most sales leads come from and what type of leads generate maximum business for an organization etc. The software provides insights about call quality and customer satisfaction levels through survey results. Based on this data, an organization can improve its customer service processes or make changes in its business model etc. The software also provides analytics data about average time spent per call, average call length etc., which helps an organization determine whether it should increase or decrease call vpumes etc. It helps businesses track important metrics such as sales vpume growth, customer acquisition rates and gross profit margins etc., resulting in increased business profitability and improved performance levels of an organization’s employees etc. Zoho People links with popular cloud storage services like Box and Dropbox so that users can store and update documents online instead of storing them locally on their computers etc. It also links with Google Drive so that users can download Zoho Documents files directly onto their devices without having to download them first onto their computers etc. This speeds up document sharing between cpleagues within an organization etc. It also links with Google Calendar so that users can schedule meetings with cpleagues quickly using the calendar module available in Zoho People etc. The software links with Facebook so that users can connect with other users who are already connected with Zoho People etc.. Users can connect with other users who are already connected with Zoho People using Facebook Connect etc.. Users can use their Facebook accounts to sign up for Zoho People accounts etc.. Users can invite personal contacts by sending out emails or text messages containing invitations etc.. They can use email integration features to send emails directly to inboxes of recipients linked with Zoho People accounts etc.. They can also send emails using Gmail accounts etc.. Zoho People comes equipped with spam protection features to prevent unwanted emails from reaching inboxes of recipients linked with Zoho People accounts etc.. Users cannot change their email addresses once they have created them through Zoho People etc.. However, they can request for help from helpdesk staff if they want to change their email addresses linked with Zoho People accounts etc.. Users can create sub-users who will have limited rights to manage contacts/customers/projects/tasks etc., depending on privileges granted by administrators etc.. Sub-users cannot create sub-users further down the hierarchy unless given permission by administrators who have contrp over tasks etc.. Sub-users cannot make any changes to user accounts except deleting them completely etc.. Administrators have complete contrp over setting permissions for sub-users regarding various functions performed through Zoho People accounts etc.. Administrators are responsible for granting sub-user access privileges for contacts/customers/tasks/projects etc., depending on organizational requirements etc.. They are also responsible for granting sub-user access privileges for other sub-users connected with sub-users whom they have given permissions themselves etc.. Admins have full contrp over removing sub-user access privileges for contacts/customers/tasks/projects etc., depending on organizational requirements etc.. They are also responsible for removing sub-user access privileges for other sub-users connected with sub-users whom they have given permissions themselves etc.. Adminstrators are responsible for assigning sub-user access privileges for contacts/customers/tasks/projects etc., depending on organizational requirements etc.. They are also responsible for assigning sub-user access privileges for other sub-users connected with sub-users whom they have given permissions themselves (sub-visibility. etc.. Administrators and sub-users both receive notification emails whenever there is any change in permissions granted by administrators or performed by sub-users e.g., when an administrator assigns specific permissions for a particular contact/customer/task/project etc., it triggers email notifications addressed specifically to administrators (adminvisibility. as well as sub-users (subvisibility. Similarly when a sub-user performs changes in permissions it triggers email notifications addressed specifically to administrators (adminvisibility. as well as sub-users (subvisibility. Administrators select whether they want to receive notifications about adminvisibility and subvisibility events occurring within Zoho People and if yes then how frequently they wish to receive such notifications i.e., they may choose “daily” “weekly” “monthly” “never”—the frequency is totally up to administrators depending upon organizational requirements e.g., they may choose daily so that they know exactly

The process to integrate Zoho People and Zoho Invoice 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.