Plutio + Zoho Invoice Integration

If you're using Plutio to create your proposal, you'll be happy to know that you can also create invoice straight from Zoho Invoice.

This automation will automatically generate an invoice in Zoho Invoice for you. All of your customer data will be populated into the invoice, so all you need to do is send it off! Easy peasy.

Plutio can be integrated with Zoho Invoice to help you manage your invoicing and finances. When a new person is created in Plutio, a corresponding contact record should be created in Zoho Invoice.

This will ensure that your financial records are always up-to-date and accurate and you'll have a more accurate picture of your business' performance.

Setting up this automation is easy - just click on activate and connect your Plutio and Zoho Invoice accounts with Integrately.

If your business uses Plutio to create proposal, you'll want to make sure that your Zoho Invoice account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Zoho Invoice each time you created a proposal? With this integration, you can! When you create a new proposal in Plutio, Integrately will automatically create a new contact in Zoho Invoice.