Zoho Invoice + Plutio Integration

Connect Zoho Invoice to Plutio in 1 click

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1.
  • Zoho Invoice
    Invoice is created in Zoho Invoice Instant
  • Zoho Invoice
    Customer is created in Zoho Invoice Instant
  • Zoho Invoice
    Item is created in Zoho Invoice Instant
  • Zoho Invoice
    Contact person is created in Zoho Invoice
  • Zoho Invoice
    Project is created in Zoho Invoice Instant
  • Zoho Invoice
    Estimate is created in Zoho Invoice Instant
  • Plutio
    Project is created in Plutio Instant
  • Plutio
    Project is updated in Plutio Instant
  • Plutio
    Task is created in Plutio Instant
  • Plutio
    Task is updated in Plutio Instant
  • Plutio
    Invoice is created in Plutio Instant
  • Plutio
    Invoice is updated in Plutio Instant
  • Plutio
    Person is created in Plutio Instant
  • Plutio
    Form is submitted in Plutio Instant
  • Plutio
    Catch all events in Plutio Instant
  • Plutio
    Template is created in Plutio Instant
  • Plutio
    Proposal is created in Plutio Instant
  • Plutio
    Form is created in Plutio Instant
  • Plutio
    Contract is created in Plutio Instant
  • Plutio
    Contract is updated in Plutio Instant
  • Plutio
    Company is created in Plutio Instant
  • Plutio
    Company is updated in Plutio Instant
  • Plutio
    Task board is created in Plutio Instant
  • Plutio
    Task group is created in Plutio Instant
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2.

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Ready Workflows Ready Workflows   for Zoho Invoice + Plutio Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Plutio + Zoho Invoice Integration

Create Zoho Invoice contact for new Plutio proposal

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.
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Plutio + Zoho Invoice Integration

Create Zoho Invoice contact from new Plutio person

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.
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Plutio + Zoho Invoice Integration

Create Zoho Invoice invoice from new Plutio proposal

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.
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Automations

Top 10 Most Popular Zoho Invoice Automations from
Integrately Community

Just click on the workflow you want to automate

Zoho Books logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Zoho Books sales invoice
Activate
WordPress logo
Zoho Invoice logo
Create Zoho Invoice contact for new WordPress user
Activate
Shopify logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Shopify order
Activate
Google Sheets logo
Zoho Invoice logo
Create Zoho Invoice contact for new Google Sheets row
Activate
Microsoft Excel logo
Zoho Invoice logo
Create Zoho Invoice contact for new Microsoft Excel row
Activate
Zoho Books logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Zoho Books sales invoice
Activate
WordPress logo
Zoho Invoice logo
Create Zoho Invoice contact for new WordPress user
Activate
Shopify logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Shopify order
Activate
Google Sheets logo
Zoho Invoice logo
Create Zoho Invoice contact for new Google Sheets row
Activate
Microsoft Excel logo
Zoho Invoice logo
Create Zoho Invoice contact for new Microsoft Excel row
Activate
HubSpot logo
Zoho Invoice logo
Create Zoho Invoice order for new HubSpot deal
Activate
bexio logo
Zoho Invoice logo
Create Zoho Invoice invoice for new bexio invoice
Activate
Notion logo
Zoho Invoice logo
Create Zoho Invoice contact for new Notion database item
Activate
Ecwid logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Ecwid (In Review) order
Activate
Square logo
Zoho Invoice logo
Create Zoho Invoice contact for new Square customer
Activate
HubSpot logo
Zoho Invoice logo
Create Zoho Invoice order for new HubSpot deal
Activate
bexio logo
Zoho Invoice logo
Create Zoho Invoice invoice for new bexio invoice
Activate
Notion logo
Zoho Invoice logo
Create Zoho Invoice contact for new Notion database item
Activate
Ecwid logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Ecwid (In Review) order
Activate
Square logo
Zoho Invoice logo
Create Zoho Invoice contact for new Square customer
Activate

Top 10 Most Popular Plutio Automations from
Integrately Community

Most popularmost-popular-automations
01
Clockify logo
Plutio logo
Create Plutio task for new Clockify task
02
CompanyHub logo
Plutio logo
Create Plutio task for new CompanyHub contact
03
Plutio logo
Slack logo
Send Slack message for new Plutio task
04
Elementor Forms logo
Plutio logo
Create Plutio task for new Elementor Forms form submission
05
Microsoft To-Do logo
Plutio logo
Create Plutio task for new Microsoft To-Do task
cloud
Plutio
app integration
06
Plutio logo
Telegram logo
Send Telegram message for new Plutio task
07
Google Tasks logo
Plutio logo
Create Plutio task for new Google Tasks task
08
Plutio logo
WhatsApp logo
Send WhatsApp message for new Plutio task
09
involve.me logo
Plutio logo
Create Plutio task for new involve.me participant
10
Userback logo
Plutio logo
Create Plutio task for new Userback feedback
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1
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2
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Want to automate something else in your workflow?

You Can Also Connect Zoho Invoice or Plutio With 1400+ Other Apps

Zoho Invoice
Zoho Invoice
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.
Plutio
Plutio
Work smarter with Plutio's project management features. Collaborate with clients to manage tasks, proposals and contracts. Send invoices and get paid online instantly!