Integrate Zoho CRM with Qoyod
Send information between Zoho CRM and Qoyod automatically, without writing any code, using Zoho Flow.
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Create an invoice in Qoyod for newly acquired deals in Zoho CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Qoyod for every finalised deal in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in Qoyod.
Create an invoice in Qoyod for newly acquired deals in Zoho CRM
Zoho CRM + Qoyod
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Supported triggers and actions
Integrate Zoho CRM and Qoyod using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
New contact
Triggers when a new contact is created
Updated module entry
Triggers when an entry is updated in the selected module
New note
Triggers when a new note is added
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New lead
Triggers when a new lead is created
Bill added
Triggers when a new bill is added
Vendor added
Triggers when a new vendor is added
Invoice payment added
Triggers when a new invoice payment is added
Sales receipt added
Triggers when a new sales receipt is added
Account added
Triggers when a new account is added
Purchase order added
Triggers when a new purchase order is added
Invoice added
Triggers when a new invoice is added
Bill payment added
Triggers when a new bill payment is added
Customer added
Triggers when a new customer is added
Product added
Triggers when a new product is added
All Actions - Actions are the automated tasks
Add tags
Adds tags to the specified record
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update related module entry
Relates an entry in this module with an entry in another module
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Draft email template
Drafts an email based on the selected template
Send mail merge
Sends a mail merge with details of the selected record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Remove tags
Removes tags from the specified record
Update user
Updates the details of an existing user based on user ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch event
Fetches an event by its title or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch email template
Fetches an email template by name
Fetch inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
Create customer
Creates a new customer
Create bill
Creates a new bill
Create inventory adjustment
Creates a new inventory adjustment
Create bill payment
Creates a new bill payment
Create invoice
Creates a new invoice
Create product
Creates a new product
Create invoice payment
Creates a new invoice payment
Create inventory transfer
Creates a new inventory transfer
Create purchase order
Creates a new purchase order
Create vendor
Creates a new vendor
Create sales receipt
Creates a new sales receipt
Create account
Creates a new account
Fetch customer by email address
Fetches the details of an existing customer using email address
Fetch invoice by ID
Fetches the details of an existing invoice using ID
Fetch invoice by reference
Fetches the details of an existing invoice using reference number
Fetch bill payment by ID
Fetches the details of an existing bill payment using ID
Fetch customer by ID
Fetches the details of an existing customer using ID
Fetch invoice payment by reference
Fetches the details of an invoice payment using reference number
Fetch product by ID
Fetches the details of an existing product using ID
Fetch vendor by ID
Fetches the details of an existing vendor using ID
Fetch bill by reference
Fetches the details of an existing bill using reference number
Fetch sales receipt by reference
Fetches the details of an existing sales receipt using reference number
Fetch purchase order by ID
Fetches the details of an existing purchase order using ID
Fetch purchase order by reference
Fetches the details of an existing purchase order using reference number
Fetch invoice payment by ID
Fetches the details of an invoice payment using ID
Fetch bill payment by reference
Fetches the details of an existing bill payment using reference number
Fetch bill by ID
Fetches the details of an existing bill using ID
Fetch product by SKU
Fetches the details of an existing product using SKU
Fetch sales receipt by ID
Fetches the details of an existing sales receipt using ID
Fetch vendor by email address
Fetches the details of an existing vendor using email address
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
What is Qoyod?
Qoyod is an inventory management software application that lets you manage your orders. It also provides tools to manage your customers, bills, reports, and more.
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