Connect Zoho Invoice with all your business tools. Invoices, payments and customer details sync automatically in real time, keeping your billing smooth and error-free.
Supported Integration
How does it work?
When your CRM is populated with customer data, you can automatically create invoice/draft order/quotes and send this to the customer for further action.
Campaigns
You can manage your campaigns and get real-time data about the campaigns by integrating Zoho Invoice with the CRM app.
Customers
Once the contacts are created/updated in the CRM, they automatically get updated in Zoho Invoice that includes billing and shipping addresses, respectively.
Products
Any item that is listed in Zoho Invoice will be uploaded as products in the CRM app with the functionality of one sales price being mapped in CRM as standard price.
Orders
The sales orders from the CRM with its current status will be synced as Zoho Invoice sales orders.
Invoice
Payment method will be synced from CRM to Zoho Invoice for sales for automatic invoice creation.
How does it work?
When an order is placed on the webshop they get automatically transferred to the accounting app or Zoho Invoice in the current case. An invoice is created against the order with or without the option for payment. Accordingly, the customer and product details are updated as per your needs.
Customer
All the customer details like shipping address, billing, contact details, etc. are synced to the Zoho Invoice account.
Products
All the product listings are updated and synced with Zoho Invoice with all details. Any modification of the products in the webshop reflects automatically in Zoho Invoice.
Inventory
The exact inventory level is maintained by the real time stock updates from Zoho Invoice.
Sales Orders
All webshop sales orders will get instantly converted into Zoho Invoice sales orders.
Order fulfillment
The shipping method and shipping charges by the ecommerce stores will be fully mapped with Zoho Invoice so that the customers can track their shipments and view the order status in real time.
How does it work?
When the generated leads or customer data are populated into the Zoho Invoice account for invoicing, the customer details are further synced into the marketing app’s mailing list.
Orders
When an order is placed in the webshop and the details are updated in the Zoho Invoice app, the details are then transferred to the marketing app where you can set up targeted email campaigns.
Customers
The customer information can be used in the marketing app. If the marketing app is linked with the CRM and Zoho Invoice it can also take customer information from there and launch email campaigns.
How does it work?
Sync your complete inventory and import your sales orders by integrating Zoho Invoice with inventory or production management apps.
Orders
When an order is marked shipped or delivered in the inventory management app, it also gets updated in Zoho Invoice.
Inventory
Inventory sync with Zoho Invoice lets you keep track of the stocks and stock outs.
Order fulfillment status
Once the shipment is complete or delivered, the status gets updated in the Zoho Invoice account.
Supported Triggers and Actions
Zoho Invoice
Triggers
Select an app
Benefits of Integrating
Zoho Invoice
with Cloudify
Unified Customer Data Management
Integrate Zoho to unify customer information from all touchpoints, enabling personalized interactions and improved satisfaction.
Automated Sales and Marketing Workflows
Sync Zoho with sales and marketing tools to automate lead nurturing, campaigns, and follow-ups for smoother operations.
Seamless Financial Operations
Connect Zoho with accounting and invoicing platforms to automate billing, payment tracking, and financial reporting.
Real-Time Collaboration Across Teams
Integrate Zoho with collaboration apps for smoother communication between sales, support, and marketing.
Efficient Customer Support Management
Sync Zoho with support systems to streamline ticket handling, prioritize requests, and speed up resolutions.
Enhanced Reporting and Analytics
Link Zoho with analytics tools to access real-time dashboards and insights for better, data-driven decisions.
Customized to your needs
Cloudify is a platform that automates most of your accounting tasks for your webshop sales.
