Integrate Zoho CRM with Saasu
Send information between Zoho CRM and Saasu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Saasu for the latest closed deals in Zoho CRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in Saasu 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 with item layout and inventory items in Saasu.
Create an invoice in Saasu for the latest closed deals in Zoho CRM
Zoho CRM + Saasu
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Supported triggers and actions
Integrate Zoho CRM and Saasu using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New lead
Triggers when a new lead is created
New user
Triggers when a new user is created
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)
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
New note
Triggers when a new note is added
New contact
Triggers when a new contact is created
Entry created or updated
Triggers when a record entry is created or updated
Updated module entry
Triggers when an entry is updated in the selected module
New contact
Triggers when a new contact is created
New activity
Triggers when a new activity is created
New item
Triggers when a new item is created
New purchase order
Triggers when a new purchase order is created
New invoice
Triggers when a new invoice is created
Contact updated
Triggers when the details of an existing contact are updated
New company
Triggers when a new company is created
All Actions - Actions are the automated tasks
Add user
Adds a new user
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add tags
Adds tags to the specified record
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
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Remove tags
Removes tags from the specified record
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Draft email template
Drafts an email based on the selected template
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Update user
Updates the details of an existing user based on user ID
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
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 contact
Creates a new contact
Create activity
Creates a new activity
Create item
Creates a new item
Create inventory adjustment
Creates a new inventory adjustmemt
Create journal
Creates a new journal
Create account
Creates a new account
Create service invoice
Creates a new invoice with service layout
Create item invoice
Creates a new invoice with item layout and inventory items
Create company
Creates a new company
Update inventory adjustment
Updates the details of an existing inventory adjustment
Update contact
Updates details of the selected contact
Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name
Update journal
Updates the details of an existing journal
Update company
Updates the details of an existing company
Update account
Updates the details of an existing account
Fetch contact
Fetches details of the selected contact
Update activity
Updates the details of an existing activity
Fetch Invoice
Fetches details of the selected invoice
Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
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 Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
