Zoho Invoice + Sellsy Integration

Connect Zoho Invoice to Sellsy - 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 Sellsy automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Zoho Invoice + Sellsy integration.
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Sellsy + Zoho Invoice Integration

Create Zoho Invoice contact from new Sellsy company

If you have created a company in Sellsy, 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.
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Sellsy + Zoho Invoice Integration

Create Zoho Invoice order for new Sellsy deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Sellsy and Zoho Invoice work together to make accounting and bookkeeping simple.

When you create a deal in Sellsy, it will automatically create an order in Zoho Invoice. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Sellsy and Zoho Invoice.
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Sellsy + Zoho Invoice Integration

Create Zoho Invoice contact for new Sellsy 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 Sellsy - Zoho Invoice integration, anytime a new Sellsy 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.
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Zoho Invoice + Sellsy Integration
1.
  • Zoho Invoice
    Invoice is created in Zoho Invoice

    Triggers the automation when any invoice is added or modified

    Instant
  • Zoho Invoice
    Customer is created in Zoho Invoice

    Triggers the automation when a new customer is created

    Instant
  • Zoho Invoice
    Item is created in Zoho Invoice

    Triggers the automation when a new item is created

    Instant
  • Zoho Invoice
    Contact person is created in Zoho Invoice

    Triggers the automation when a new contact person is created

  • Zoho Invoice
    Project is created in Zoho Invoice

    Triggers the automation when a new project is created

    Instant
  • Zoho Invoice
    Estimate is created in Zoho Invoice

    Triggers the automation when a new estimate is created

    Instant
  • Sellsy
    Contact is created in Sellsy

    Triggers the automation when a new contact is created

    Instant
  • Sellsy
    Contact is updated in Sellsy

    Triggers the automation when a contact is updated

    Instant
  • Sellsy
    Opportunity is created in Sellsy

    Triggers the automation when any opportunity is updated

    Instant
  • Sellsy
    Opportunity status is changed in Sellsy

    Triggers the automation when the status of any opportunity changes

    Instant
  • Sellsy
    Task is updated in Sellsy

    Triggers the automation when any task is updated

    Instant
  • Sellsy
    Task is deleted in Sellsy

    Triggers the automation when a task is deleted

    Instant
  • Sellsy
    Task is created in Sellsy

    Triggers the automation when a new task is created

    Instant
  • Sellsy
    Company is created in Sellsy

    Triggers the automation when a new company is created

    Instant
  • Sellsy
    Company is updated in Sellsy

    Triggers the automation when a company is updated

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

    Searches for an invoice using email address

  • Zoho Invoice
    Update invoice in Zoho Invoice

    Updates an invoice

  • Zoho Invoice
    Create invoice in Zoho Invoice

    Generates invoices for sales transactions

  • Zoho Invoice
    Create contact in Zoho Invoice

    Adds a new contact to the database

  • Zoho Invoice
    Search contact in Zoho Invoice

    Finds and retrieves contact information

  • Zoho Invoice
    Create new estimate in Zoho Invoice

    Creates a new estimate

  • Zoho Invoice
    Create new item in Zoho Invoice

    Creates a new item

  • Zoho Invoice
    Get invoice by ID in Zoho Invoice

    Retrieves a invoice using its id

  • Zoho Invoice
    Create contact person in Zoho Invoice

    Adds a new contact person to the database

  • Sellsy
    Create a company in Sellsy

    Creates a new company record

  • Sellsy
    Update company in Sellsy

    Updates company information

  • Sellsy
    Search company by name in Sellsy

    Searches for a company using its name

  • Sellsy
    Create a contact in Sellsy

    Adds a new contact to the contact list

  • Sellsy
    Search contact by email in Sellsy

    Finds and retrieves contact information using their email address

  • Sellsy
    Update contact in Sellsy

    Updates contact information

  • Sellsy
    Create an opportunity in Sellsy

    Creates a new sales opportunity

  • Sellsy
    Create a task in Sellsy

    Creates a new task

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