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Zoho Subscriptions + DEAR Inventory Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho Subscriptions and DEAR Inventory

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Subscriptions

Zoho Subscriptions is Zoho's first-of-its-kind product which helps tracking subscriptions and delivering services to small / medium sized businesses across the globe. It enables users to effectively manage their businesses across different geographies.

About DEAR Inventory

DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.

DEAR Inventory Integrations
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Best ways to Integrate Zoho Subscriptions + DEAR Inventory

  • Zoho Subscriptions DEAR Inventory

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    Create Sale from DEAR Inventory from Payment Success to Zoho Subscriptions Read More...
    Close
    When this happens...
    Zoho Subscriptions Payment Success
     
    Then do this...
    DEAR Inventory Create Sale
  • Zoho Subscriptions DEAR Inventory

    Zoho Subscriptions + DEAR Inventory

    Create Sale Quote from DEAR Inventory from Payment Success to Zoho Subscriptions Read More...
    Close
    When this happens...
    Zoho Subscriptions Payment Success
     
    Then do this...
    DEAR Inventory Create Sale Quote
  • Zoho Subscriptions DEAR Inventory

    Zoho Subscriptions + DEAR Inventory

    Create Sale Order from DEAR Inventory from Payment Success to Zoho Subscriptions Read More...
    Close
    When this happens...
    Zoho Subscriptions Payment Success
     
    Then do this...
    DEAR Inventory Create Sale Order
  • Zoho Subscriptions DEAR Inventory

    Zoho Subscriptions + DEAR Inventory

    Create Invoice from DEAR Inventory from Payment Success to Zoho Subscriptions Read More...
    Close
    When this happens...
    Zoho Subscriptions Payment Success
     
    Then do this...
    DEAR Inventory Create Invoice
  • Zoho Subscriptions DEAR Inventory

    Zoho Subscriptions + DEAR Inventory

    Create Sale from DEAR Inventory from Cancel Subscription to Zoho Subscriptions Read More...
    Close
    When this happens...
    Zoho Subscriptions Cancel Subscription
     
    Then do this...
    DEAR Inventory Create Sale
  • Zoho Subscriptions {{item.actionAppName}}

    Zoho Subscriptions + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho Subscriptions + DEAR Inventory in easier way

It's easy to connect Zoho Subscriptions + DEAR Inventory without coding knowledge. Start creating your own business flow.

    Triggers
  • Cancel Subscription

    Triggers when a subscription is canceled

  • New Invoice

    Triggers when a new Invoice is created

  • New Subscription

    Triggers when a new subscription is created

  • Payment Success

    Triggers when a payment received successfully

  • New Customer OR Updated Customer

    Triggered when customers are created or updated.

    Actions
  • Create Subscription

    Create a new subscription. To create a subscription for a new customer, you have to pass the customer object. To create a subscription for a existing customer pass the customer_id of that customer.

  • Create Invoice

    Create Sales Invoice

  • Create Sale

    Create a new sale.

  • Create Sale Order

    Create Sales order.

  • Create Sale Quote

    Creates a sales quote.

How Zoho Subscriptions & DEAR Inventory Integrations Work

  1. Step 1: Choose Zoho Subscriptions 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 DEAR Inventory 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 Subscriptions to DEAR Inventory.

    (2 minutes)

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

Integration of Zoho Subscriptions and DEAR Inventory

Zoho Subscriptions provides the online subscription management platform. It allows businesses to manage subscriptions of their customers. It is a cloud-based software that helps businesses to manage their billing operations easily. Zoho Subscriptions offers services for both recurring and single payment subscriptions. Zoho Subscriptions also offers services in the form of invoicing, price lists, and customer portal etc.

DEAR Inventory is a business management application that helps in inventory management and sales analytics. DEAR Inventory is used by small retail companies, small businesses and whpesalers. It is used by retailers to improve the efficiency of storing inventory and to provide better customer service.

Zoho Subscriptions can be integrated with DEAR Inventory. Integration of Zoho Subscriptions and DEAR Inventory will help you to manage your subscription activities. Integration will provide you with a centralized view of your subscription business. This integration allows you to track your subscribers, manage their accounts, generate reports, analyze sales and payments etc. In addition, it gives you an option to manage your customers' experience using the portal. You can also customize the portal based on your requirements. Integration of Zoho Subscriptions with DEAR Inventory can be easily done by fplowing these steps:

Logon to Zoho Subscriptions and click on the "Integrate Now" button under the Integrations tab on the top menu bar.

Choose DEAR Inventory from the dropdown list of Integrations then click on the "Continue" button.

Now, enter the Application Key and API Secret Key provided by DEAR Inventory then click on Next.

On the next page, you will see three options for integrating DEAR Inventory with Zoho Subscriptions:

Invoice/Credit Card Authorization – This option allows you to integrate DEAR Inventory with Zoho Subscriptions Invoicing module. You can specify which Invoice Type you want to integrate with DEAR Inventory. The Invoice Type has to be set up in DEAR Inventory before integrating them with Zoho Subscriptions. If you choose this option then DEAR Inventory will automatically send an invoice based on the plan selected by the customer in the popup window. This invoice then automatically gets created in Zoho Subscriptions as well as sent to your email address configured in Zoho Subscriptions for confirmation. After you confirm the invoice in Zoho Subscriptions, DEAR Inventory will credit your account automatically with the amount mentioned in the invoice.

– This option allows you to integrate DEAR Inventory with Zoho Subscriptions Invoicing module. You can specify which Invoice Type you want to integrate with DEAR Inventory. The Invoice Type has to be set up in DEAR Inventory before integrating them with Zoho Subscriptions. If you choose this option then DEAR Inventory will automatically send an invoice based on the plan selected by the customer in the popup window. This invoice then automatically gets created in Zoho Subscriptions as well as sent to your email address configured in Zoho Subscriptions for confirmation. After you confirm the invoice in Zoho Subscriptions, DEAR Inventory will credit your account automatically with the amount mentioned in the invoice. Sales & Orders – With this integration option, you can sync orders placed by your customers in DEAR Inventory with Zoho Subscriptions Orders module automatically or manually by selecting whether you want to synchronize all orders or just new orders placed after integration is set up or only one order at a time depending upon your requirement. When synced, order information like order number, date of creation, status, customer ID etc get copied into the corresponding fields of Zoho Subscription's Order module and vice versa. You can also sync product information between respective modules using this feature in case of product-based subscription plans. For example, if you have any product-based subscription plan such as monthly fee, yearly fee etc., then you can sync product data like name and description from Zoho Subscriptions product module into DEAR Inventory Products module or vice versa. You can select whether you want to synchronize all products or just new ones after integration is set up or just one product at a time depending upon your requirements.

– With this integration option, you can sync orders placed by your customers in DEAR Inventory with Zoho Subscriptions Orders module automatically or manually by selecting whether you want to synchronize all orders or just new orders placed after integration is set up or only one order at a time depending upon your requirement. When synced, order information like order number, date of creation, status, customer ID etc get copied into the corresponding fields of Zoho Subscription's Order module and vice versa. You can also sync product information between respective modules using this feature in case of product-based subscription plans. For example, if you have any product-based subscription plan such as monthly fee, yearly fee etc., then you can sync product data like name and description from Zoho Subscriptions product module into DEAR Inventory Products module or vice versa. You can select whether you want to synchronize all products or just new ones after integration is set up or just one product at a time depending upon your requirements. Customers/Forms – This option allows you to integrate DEAR Inventory with Zoho Subscriptions Customers module where existing customers details are available if they have already signed up for your subscription services using DEAR Inventory Customer Portal prior to integration setup or while using this feature for the first time as well as create new customers in Zoho Subscriptions based on information entered by customers during registration process in DEAR Inventory Customer Portal or later when they sign up for an invoice through your website through a pop-up window that appears after they click on "Buy Now" button on your website.

– This option allows you to integrate DEAR Inventory with Zoho Subscriptions Customers module where existing customers details are available if they have already signed up for your subscription services using DEAR Inventory Customer Portal prior to integration setup or while using this feature for the first time as well as create new customers in Zoho Subscriptions based on information entered by customers during registration process in DEAR Inventory Customer Portal or later when they sign up for an invoice through your website through a pop-up window that appears after they click on "Buy Now" button on your website. Click on "Next" during each step after choosing an option above so that you can proceed further with integration setup

In Step 3, if you choose either of "Invoice/Credit Card Authorization" or "Sales & Orders" then fplow the instructions given on subsequent pages so that you can connect Zoho Subscription with DEAR Inventory correctly for each option chosen in Step 2 above

In Step 4, if you choose either of "Invoice/Credit Card Authorization" or "Sales & Orders" then fplow the instructions given on subsequent pages so that you can connect Zoho Subscription with DEAR Inventory correctly for each option chosen in Step 2 above

After successful completion of setup process, logon to Zoho Subscription and verify that invoices are being generated successfully from DEAR Inventory and are getting approved automatically through integration setup process described above. You can also check whether customers are getting listed automatically or manually through integration setup process described above depending upon whether you have chosen "Invoice/Credit Card Authorization" or "Sales & Orders" options respectively under Step 2 during integration setup process described above. Customer details like Customer Name, Email Address etc should be getting populated automatically through integration setup process described above if you have chosen either "Invoice/Credit Card Authorization" or "Sales & Orders" options respectively under Step 2 during integration setup process described above otherwise fplow steps given below to manually populate customer details:

Visit Customer Details page from left navigation panel (click on Customers -> View Customers. from your account dashboard in Zoho Subscriptions

Click on "New Customer" button from right side panel under Customers section of left navigation panel from customer dashboard in Zoho Subscriptions

Enter Contact Information like First Name, Last Name etc for new customer in respective fields and click on "Save Changes" button from bottom right corner

The process to integrate Zoho Subscriptions and DEAR Inventory 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.