INTEGRATION TO
Zoho Invoice
Zoho Invoice integration takes your accounting to a completely new level by automating its crucial and manual processes. At Cloudify, you get add-ons, custom integrations and APIs for Zoho Invoice integrations that enable invoice management, sync contacts, and a lot more.
Supported Integration
Custom Apps
With CRM systems
Integrate Zoho Invoice with your CRM systems to automatically populate your Zoho Invoice app with the customer information and automate processes like creating invoices, orders or quotations, or adding invoiced customers to a specific mailing list in the CRM, where a deal has been created in the pipeline.
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.
With Webshops/E-commerce stores
Integrate Zoho Invoice with your webshop and ensure that your webshop customers, products, invoices, and inventories are synced automatically. You can also transfer your orders, create and send invoices, and manage credit notes.
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.
With marketing systems
Integrate Zoho Invoice with your inbound and/or outbound marketing system and automate your email marketing by adding customers to the outbound mailing lists when they have been invoiced.
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.
With inventory and production management systems
Integrate Zoho Invoice with your inventory management system and ensure automatic stock and inventory and production management. It lets you sync data in your Zoho Invoice account and create an invoice when there’s a new order delivered in the inventory management app.
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.
With Payment systems
Integrate Zoho Invoice with the payment app that automates the payment process through the economic app when the invoice along with the integrated payment link is sent to the customer or merchant for further processing.
How does it work?
Once an order is placed, Zoho Invoice imports the contact details of the customer and automatically creates an invoice with or without the payment links.
Customer
When a customer places an order on the webshop, the details are transferred to Zoho Invoice for invoice generation.
Orders
When an order is placed, the payment link is automatically sent to the customer along with the invoice.
Products
Sync your product listings with Zoho Invoice that lets you keep track of the stocks.
Supported Integration
Custom Apps
With CRM systems
Integrate Zoho Invoice with your CRM systems to automatically populate your Zoho Invoice app with the customer information and automate processes like creating invoices, orders or quotations, or adding invoiced customers to a specific mailing list in the CRM, where a deal has been created in the pipeline.
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.
With Webshops/E-commerce stores
Integrate Zoho Invoice with your webshop and ensure that your webshop customers, products, invoices, and inventories are synced automatically. You can also transfer your orders, create and send invoices, and manage credit notes.
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.
With marketing systems
Integrate Zoho Invoice with your inbound and/or outbound marketing system and automate your email marketing by adding customers to the outbound mailing lists when they have been invoiced.
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.
With inventory and production management systems
Integrate Zoho Invoice with your inventory management system and ensure automatic stock and inventory and production management. It lets you sync data in your Zoho Invoice account and create an invoice when there’s a new order delivered in the inventory management app.
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.
With Payment systems
Integrate Zoho Invoice with the payment app that automates the payment process through the economic app when the invoice along with the integrated payment link is sent to the customer or merchant for further processing.
How does it work?
Once an order is placed, Zoho Invoice imports the contact details of the customer and automatically creates an invoice with or without the payment links.
Customer
When a customer places an order on the webshop, the details are transferred to Zoho Invoice for invoice generation.
Orders
When an order is placed, the payment link is automatically sent to the customer along with the invoice.
Products
Sync your product listings with Zoho Invoice that lets you keep track of the stocks.
Supported Integration
Custom Apps
With CRM systems
Integrate Zoho Invoice with your CRM systems to automatically populate your Zoho Invoice app with the customer information and automate processes like creating invoices, orders or quotations, or adding invoiced customers to a specific mailing list in the CRM, where a deal has been created in the pipeline.
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.
With Webshops/E-commerce stores
Integrate Zoho Invoice with your webshop and ensure that your webshop customers, products, invoices, and inventories are synced automatically. You can also transfer your orders, create and send invoices, and manage credit notes.
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.
With marketing systems
Integrate Zoho Invoice with your inbound and/or outbound marketing system and automate your email marketing by adding customers to the outbound mailing lists when they have been invoiced.
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.
With inventory and production management systems
Integrate Zoho Invoice with your inventory management system and ensure automatic stock and inventory and production management. It lets you sync data in your Zoho Invoice account and create an invoice when there’s a new order delivered in the inventory management app.
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.
With Payment systems
Integrate Zoho Invoice with the payment app that automates the payment process through the economic app when the invoice along with the integrated payment link is sent to the customer or merchant for further processing.
How does it work?
Once an order is placed, Zoho Invoice imports the contact details of the customer and automatically creates an invoice with or without the payment links.
Customer
When a customer places an order on the webshop, the details are transferred to Zoho Invoice for invoice generation.
Orders
When an order is placed, the payment link is automatically sent to the customer along with the invoice.
Products
Sync your product listings with Zoho Invoice that lets you keep track of the stocks.
BENEFITS
Benefits of Integrating Zoho with Cloudify
Unified Customer Data Management
Zoho integration consolidates customer information from multiple touchpoints, providing a 360-degree view and enabling personalized interactions, enhancing customer satisfaction and loyalty.
Automated Sales and Marketing Workflows
Integration with sales and marketing tools automates lead nurturing, campaign management, and follow-up actions, streamlining operations and improving team productivity.
Seamless Financial Operations
Syncing Zoho with accounting and invoicing platforms automates billing, payment tracking, and financial reporting, reducing manual work and ensuring accurate financial records.
Real-Time Collaboration Across Teams
Zoho’s integration with collaboration platforms fosters seamless communication between sales, support, and marketing teams, enhancing coordination and driving better results.
Efficient Customer Support Management
Integrating Zoho with support systems enables businesses to streamline ticket tracking, prioritize requests, and offer faster resolutions, improving the customer support experience.
Enhanced Reporting and Analytics
Zoho integration provides real-time data insights through customizable dashboards and reports, enabling businesses to make informed, data-driven decisions and optimize performance.
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Implementation
Accounting
CRM
Sales
Marketing
Inventory Management
Solutions
Digital Analysis
Implementation
Integration
Custom Integration
Company
Contact
About Us
Blog
Careers
©2025 Cloudify. All rights reserved.
Terms & Conditions
Privacy Policy
Implementation
Accounting
CRM
Sales
Marketing
Inventory Management
Solutions
Digital Analysis
Implementation
Integration
Custom Integration
Company
Contact
About Us
Blog
Careers
©2025 Cloudify. All rights reserved.
Terms & Conditions
Privacy Policy
Implementation
Accounting
CRM
Sales
Marketing
Inventory Management
Solutions
Digital Analysis
Implementation
Integration
Custom Integration
Company
Contact
About Us
Blog
Careers
©2025 Cloudify. All rights reserved.
Terms & Conditions
Privacy Policy