Zoho Invoice + Plutio Integration

Connect Zoho Invoice to Plutio - 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 Plutio automations to improve team communication and gain real-time visibility into project progress. And automate all the repetitive tasks between Zoho Invoice & Plutio using 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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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 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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Zoho Invoice + Plutio Integration
1.
  • Zoho Invoice
    Invoice is created in Zoho Invoice

    Triggers the automation whenever a new item is created

    Instant
  • Zoho Invoice
    Customer is created in Zoho Invoice

    Triggers the automation whenever a new customer is created

    Instant
  • Zoho Invoice
    Item is created in Zoho Invoice

    Triggers the automation whenever a new project is created

    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

    Automatically retrieves a invoice using its ID

    Instant
  • Plutio
    Project is created in Plutio

    Triggers the automation whenever a new project is created

    Instant
  • Plutio
    Project is updated in Plutio

    Triggers the automation whenever a project is updated

    Instant
  • Plutio
    Task is created in Plutio

    Triggers the automation whenever a new task is created

    Instant
  • Plutio
    Task is updated in Plutio

    Triggers the automation whenever a new template is created

    Instant
  • Plutio
    Invoice is created in Plutio

    Triggers the automation whenever any invoice is added or modified

    Instant
  • Plutio
    Invoice is updated in Plutio

    Triggers the automation whenever an invoice is updated

    Instant
  • Plutio
    Person is created in Plutio

    Triggers the automation whenever a new person is created

    Instant
  • Plutio
    Form is submitted in Plutio

    Triggers the automation whenever a form is filled

    Instant
  • Plutio
    Catch all events in Plutio

    Triggers the automation whenever any event occurs

    Instant
  • Plutio
    Template is created in Plutio Instant
  • Plutio
    Proposal is created in Plutio

    Triggers the automation whenever a new proposal is created

    Instant
  • Plutio
    Form is created in Plutio

    Triggers the automation whenever a new form is created

    Instant
  • Plutio
    Contract is created in Plutio

    Triggers the automation whenever a new contract is created

    Instant
  • Plutio
    Contract is updated in Plutio

    Triggers the automation whenever a contract is modified

    Instant
  • Plutio
    Company is created in Plutio

    Triggers the automation whenever a new company is created

    Instant
  • Plutio
    Company is updated in Plutio

    Triggers the automation whenever a company is updated

    Instant
  • Plutio
    Task board is created in Plutio

    Triggers the automation whenever a task board is created

    Instant
  • Plutio
    Task group is created in Plutio

    Triggers the automation whenever a task group is created

    Instant
2.
  • Zoho Invoice
    Search invoice by email in Zoho Invoice

    Automatically searches for an invoice using email address

  • Zoho Invoice
    Update invoice in Zoho Invoice

    Automatically updates an invoice

  • Zoho Invoice
    Create invoice in Zoho Invoice

    Automatically generates invoices for sales transactions

  • Zoho Invoice
    Create contact in Zoho Invoice

    Automatically adds a new contact to the database

  • Zoho Invoice
    Search contact in Zoho Invoice

    Automatically finds and retrieves contact information

  • Zoho Invoice
    Create new estimate in Zoho Invoice

    Automatically creates a new estimate

  • Zoho Invoice
    Create new item in Zoho Invoice

    Automatically creates a new item

  • Zoho Invoice
    Get invoice by ID in Zoho Invoice

    Triggers the automation whenever any invoice is added or modified

  • Zoho Invoice
    Create contact person in Zoho Invoice

    Automatically adds a new contact person to the database

  • Plutio
    Create Task in Plutio

    Automatically creates a new task

  • Plutio
    Update Task in Plutio

    Automatically updates the task with new information or changes

  • Plutio
    Move a Task in Plutio

    Automatically move a task from one list or project to another

  • Plutio
    Create Person in Plutio

    Automatically generates a new person

  • Plutio
    Search person/people in Plutio

    Automatically searches for a person or people

  • Plutio
    Update Person in Plutio

    Automatically updates the information of a person

  • Plutio
    Delete Person in Plutio

    Automatically removes particular person from the database

  • Plutio
    Create Project in Plutio

    Automatically creates a new project

  • Plutio
    Create Invoice in Plutio

    Automatically generates invoices for sales transactions

  • Plutio
    Update Invoice in Plutio

    Automatically updates invoice details based on new information

  • Plutio
    Delete Invoice in Plutio

    Automatically deletes selected invoice records

  • Plutio
    Create person conversation in Plutio

    Automatically starts a new conversation with a person

  • Plutio
    Create company in Plutio

    Automatically generates a new company profile with given details

  • Plutio
    Create proposal in Plutio

    Automatically generates a new proposal

  • Plutio
    Create contract in Plutio

    Automatically generates a contract document based on particular criteria

  • Plutio
    Search invoice in Plutio

    Automatically locate and retrieve invoices with

  • Plutio
    Get person by Id in Plutio

    Automatically retrieves a person's information by their ID

  • Plutio
    Find task in Plutio

    Automatically locate and retrieve a task within the app

  • Plutio
    Update contract in Plutio

    Automatically updates contract details and terms as needed

  • Plutio
    Delete block in Plutio

    Automatically removes a block from the system

  • Plutio
    Update company in Plutio

    Automatically updates company information

  • Plutio
    Update proposal in Plutio

    Automatically updates the proposal with the latest changes and revisions

  • Plutio
    Create Task Board in Plutio

    Automatically creates a new task board

  • Plutio
    Create Note in Plutio
  • Plutio
    Create Task Group in Plutio

    Automatically creates a new group of tasks

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Integrate Zoho Invoice & Plutio In 1 Click
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