Zoho Invoice + Caflou Integration

Connect Zoho Invoice to Caflou - Automate your workflows in 1-click

Zoho Invoice automations help you generate professional proposals quickly, send automated invoices, and track payments efficiently. Make use of Caflou automations to automate repetitive tasks, improve data entry accuracy, and streamline workflows across different platforms. Get the best of both with Integrately’s Zoho Invoice + Caflou integration.

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Ready Workflows For Zoho Invoice + Caflou Integration

Just click on the workflow you want to automate

Create Zoho Invoice contact for new Caflou contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Caflou - Zoho Invoice integration, anytime a new Caflou contact is created, an Zoho Invoice contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

Create Zoho Invoice contact from new Caflou company

If you have created a company in Caflou, it's important to create a contact in Zoho Invoice. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

Activate

When Contact is created in Caflou > Check condition > Create contact in Zoho Invoice

Caflou + Zoho Invoice Integration

Activate

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Create Your Own Zoho Invoice & Caflou Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Invoice is created in Zoho Invoice
Triggers the automation whenever a new item is created
Instant
Customer is created in Zoho Invoice
Triggers the automation whenever a new customer is created
Instant
Item is created in Zoho Invoice
Triggers the automation whenever a new project is created
Instant
Contact person is created in Zoho Invoice
Project is created in Zoho Invoice Instant
Estimate is created in Zoho Invoice
Automatically retrieves a invoice using its ID
Instant
Company is created in Caflou
Triggers the automation whenever a new company is created
Project is created in Caflou
Triggers the automation whenever a new project is created
Contact is created in Caflou
Triggers the automation whenever a new contact is created
Task is created in Caflou
Triggers the automation whenever a new task is created
Event is created in Caflou
Triggers the automation whenever a new event is created
Income or expense is created in Caflou
Triggers the automation whenever a new income or expense is added
Timesheet is created in Caflou
Triggers the automation whenever a timesheet is created
Time entry is created in Caflou
Triggers the automation whenever a new time entry is created
Invoice is created in Caflou
Triggers the automation whenever any invoice is added or modified

Search invoice by email in Zoho Invoice
Automatically searches for an invoice using email address
Update invoice in Zoho Invoice
Automatically updates an invoice
Create invoice in Zoho Invoice
Automatically generates invoices for sales transactions
Create contact in Zoho Invoice
Automatically adds a new contact to the database
Search contact in Zoho Invoice
Automatically finds and retrieves contact information
Create new estimate in Zoho Invoice
Automatically creates a new estimate
Create new item in Zoho Invoice
Automatically creates a new item
Get invoice by ID in Zoho Invoice
Triggers the automation whenever any invoice is added or modified
Create contact person in Zoho Invoice
Automatically adds a new contact person to the database
Create company in Caflou
Automatically generates a new company profile with given details
Search company in Caflou
Automatically find information about a company
Search task in Caflou
Automatically searches for a task
Create task in Caflou
Automatically creates a new task
Search account in Caflou
Automatically searches for account information
Create contact in Caflou
Automatically adds a new contact to the database
Create event in Caflou
Automatically adds a new contact to the contact list
Search event in Caflou
Automatically conduct a search for events based on particular criteria
Search user in Caflou
Automatically searches for a user
Create income or expense in Caflou
Automatically generates income or expenses based on preset parameters
Search income or expense in Caflou
Automatically searches for income or expense records
Create bank payment in Caflou
Automatically generates a bank payment using the provided details
Create timesheet in Caflou
Automatically creates a new timesheet
Search timesheet in Caflou
Automatically searches for a timesheet
Create project in Caflou
Automatically creates a new project
Search project in Caflou
Automatically searches for a project
Create time entry in Caflou
Automatically creates a new time entry without manual input
Search time entry in Caflou
Automatically searches for a time entry
Create issued invoice in Caflou
Automatically generates and send an invoice for completed transactions
Search invoice in Caflou
Automatically locate and retrieve invoices with
Acknowledge invoice in Caflou
Automatically acknowledges an invoice

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Integrate Zoho Invoice & Caflou In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Zoho Invoice or Caflou With 1200+ Other Apps

Zoho Invoice is an easy to use and highly customizable invoice software for small businesses. It's mobile friendly, has payment reminders and recurring billing features.

See Zoho Invoice Integrations

Caflou is a 100% digital platform that gives you everything you need in one place: project management, accounting, CRM, sales & marketing tools. It helps you work with your teams and clients located anywhere in the world.

See Caflou Integrations