Zoho Invoice Integrations with Cloudify

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icon crm

With CRM systems

Integrate Zoho Invoice with your CRM systems to automatically populate your Zoho Invoice app with the customer information and automate processes like creating invoices, orders or quotations, or adding invoiced customers to a specific mailing list in the CRM, where a deal has been created in the pipeline.

How does it work?

When your CRM is populated with customer data, you can automatically create invoice/draft order/quotes and send this to the customer for further action.


You can manage your campaigns and get real-time data about the campaigns by integrating Zoho Invoice with the CRM app.


Once the contacts are created/updated in the CRM, they automatically get updated in Zoho Invoice that includes billing and shipping addresses, respectively.


Any item that is listed in Zoho Invoice will be uploaded as products in the CRM app with the functionality of one sales price being mapped in CRM as standard price.


The sales orders from the CRM with its current status will be synced as Zoho Invoice sales orders.


Payment method will be synced from CRM to Zoho Invoice for sales for automatic invoice creation.

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icon webshop

With Webshops/E-commerce stores

Integrate Zoho Invoice with your webshop and ensure that your webshop customers, products, invoices, and inventories are synced automatically. You can also transfer your orders, create and send invoices, and manage credit notes.

How does it work?

When an order is placed on the webshop they get automatically transferred to the accounting app or Zoho Invoice in the current case. An invoice is created against the order with or without the option for payment. Accordingly, the customer and product details are updated as per your needs.


All the customer details like shipping address, billing, contact details, etc. are synced to the Zoho Invoice account.


All the product listings are updated and synced with Zoho Invoice with all details. Any modification of the products in the webshop reflects automatically in Zoho Invoice.


The exact inventory level is maintained by the real time stock updates from Zoho Invoice.

Sales Orders

All webshop sales orders will get instantly converted into Zoho Invoice sales orders.

Order fulfillment

The shipping method and shipping charges by the ecommerce stores will be fully mapped with Zoho Invoice so that the customers can track their shipments and view the order status in real time.

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icon marketing

With marketing systems

Integrate Zoho Invoice with your inbound and/or outbound marketing system and automate your email marketing by adding customers to the outbound mailing lists when they have been invoiced.

How does it work?

When the generated leads or customer data are populated into the Zoho Invoice account for invoicing, the customer details are further synced into the marketing app’s mailing list.


When an order is placed in the webshop and the details are updated in the Zoho Invoice app, the details are then transferred to the marketing app where you can set up targeted email campaigns.


The customer information can be used in the marketing app. If the marketing app is linked with the CRM and Zoho Invoice it can also take customer information from there and launch email campaigns.

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icon inventory

With inventory and production management systems

Integrate Zoho Invoice with your inventory management system and ensure automatic stock and inventory and production management. It lets you sync data in your Zoho Invoice account and create an invoice when there’s a new order delivered in the inventory management app.

How does it work?

Sync your complete inventory and import your sales orders by integrating Zoho Invoice with inventory or production management apps.


When an order is marked shipped or delivered in the inventory management app, it also gets updated in Zoho Invoice.


Inventory sync with Zoho Invoice lets you keep track of the stocks and stock outs.

Order fulfillment status

Once the shipment is complete or delivered, the status gets updated in the Zoho Invoice account.

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icon payment

With Payment systems

Integrate Zoho Invoice with the payment app that automates the payment process through the economic app when the invoice along with the integrated payment link is sent to the customer or merchant for further processing.

How does it work?

Once an order is placed, Zoho Invoice imports the contact details of the customer and automatically creates an invoice with or without the payment links.


When a customer places an order on the webshop, the details are transferred to Zoho Invoice for invoice generation.


When an order is placed, the payment link is automatically sent to the customer along with the invoice.


Sync your product listings with Zoho Invoice that lets you keep track of the stocks.


Benefits of integrating Zoho Invoice with Cloudify

two way sync

Two-way data sync

Import data into Zoho Invoice can vice versa without creating duplicate data entries.

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Track invoices

Keep track of invoices you send actually reach the customers and also follow up automated payment reminders.

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Manage customers

Keep all your customers and order information at one place and add the details to the created transactions.

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Expense tracking

Capture expense receipts and attach them to your expense sheets.

Connect Zoho Invoice to your tech stack!

Cloudify offers you a convenient and easy way to integrate Zoho Invoice with your current apps that your team is using and keep your accounting process updated.

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