Integrate Zoho CRM with Zoho Inventory
Send information between Zoho CRM and Zoho Inventory automatically, without writing any code, using Zoho Flow.
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Create Zoho Inventory sales orders from Zoho CRM sales orders
This flow creates an order in Zoho Inventory for every new order in Zoho CRM. That way, you can automatically manage your inventory activities from within your CRM app.
How it works
1. A sales order is created in Zoho CRM.
2. Zoho Flow adds a corresponding sales order in Zoho Inventory.
Create Zoho Inventory sales orders from Zoho CRM sales orders
Zoho CRM + Zoho Inventory
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Supported triggers and actions
Integrate Zoho CRM and Zoho Inventory 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
Customer created
Triggers when a new customer is created
Item created
Triggers when a new item is created
Bundle created
Triggers when a new bundle is created
Credit note created
Triggers when a new credit note is created
Bill created
Triggers when a new bill is created
Category created
Triggers when a new category is created
Customer payment updated
Triggers when a payment made by a customer is updated
Customer updated
Triggers when the details of an existing customer are updated
Credit note updated
Triggers when the details of an existing credit note are updated
Shipment updated
Triggers when the details of an existing shipment are updated
Sales order updated
Triggers when the details of an existing sales order are updated
Transfer order created
Triggers when a new transfer order is created
Inventory adjustment made
Triggers when a new inventory adjustment is made
Purchase receive created
Triggers when a new purchase receive is created
Customer payment received
Triggers when a new payment is made by a customer
Purchase order updated
Triggers when the details of an existing purchase order are updated
Item group created
Triggers when a new item group is created
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Custom module entry created
Triggers when a new custom module entry is created
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Bill updated
Triggers when the details of an existing bill are updated
Vendor created
Triggers when a new vendor is created
Invoice created
Triggers when a new invoice is created
Invoice updated
Triggers when the details of an existing invoice are updated
Package updated
Triggers when the details of an existing package are updated
Task created
Triggers when a new task is created
Transfer order updated
Triggers when the details of an existing transfer order are updated
Item updated
Triggers when the details of an existing item are updated
Shipment created
Triggers when a new shipment is created
Vendor payment received
Triggers when a vendor payment is made
Purchase receive updated
Triggers when the details of an existing purchase receive are updated
Retainer invoice created
Triggers when a new retainer invoice is created
Sales order created
Triggers when a new sales order is created
Package created
Triggers when a new package is created
Purchase order created
Triggers when a new purchase order is created
Sales return made
Triggers when a new sales return is made
Custom module entry updated
Triggers when the details of an existing module entry are updated
Inventory adjustment updated
Triggers when an existing inventory adjustment is updated
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 invoice
Creates a new invoice
Add address
Adds a new address
Create customer
Creates a new customer
Create vendor
Creates a new vendor
Send purchase order
Sends a purchase order to the specified email addresses
Create bundle
Creates a new bundle
Create shipment order
Creates a new shipment order
Create bill
Creates a new bill
Create item
Creates a new item
Create package
Creates a new package
Create category
Creates a new category
Create purchase receive
Creates a new purchase receive
Create credit note
Creates a new credit note
Create warehouse
Creates a new warehouse
Record customer payment
Records the details of a customer payment
Mark shipment as delivered
Marks the specified shipment as delivered
Create sales order
Creates a new sales order
Create sales return
Creates a new sales return
Create inventory adjustment
Creates a new inventory adjustment
Create retainer invoice
Creates a new retainer invoice
Create custom module entry
Creates a new custom module entry
Add comment
Adds a new comment to an existing module
Create sales return receive
Creates a new sales return receive
Record vendor payment
Records the details of a vendor payment
Create purchase order
Creates a new purchase order
Create contact person
Creates a new contact person
Create transfer order
Creates a new transfer order
Update bill status
Updates the status of an existing bill
Update sales order
Updates the details of an existing sales order
Update credit note
Updates the details of an existing credit note
Send invoice
Sends an invoice to the specified email addresses
Update invoice status
Updates the status of an existing invoice
Update sales order status
Updates the status of an existing sales order
Send credit note
Sends a credit note to the specified email addresses
Update invoice
Updates the details of an existing invoice
Mark transfer order as received
Marks the specified transfer order as received
Update purchase order status
Updates the status of an existing purchase order
Update purchase order
Updates the details of an existing purchase order
Update item status
Updates the status of an existing item
Update category
Updates the details of an existing category
Update credit note status
Updates the status of an existing credit note
Update customer
Updates the details of an existing customer
Update warehouse
Updates the details of an existing warehouse
Update contact person
Updates the details of an existing contact person
Update custom module entry
Updates the details of a existing custom module entry
Update address
Updates the details of an existing address
Update retainer invoice
Updates the details of an existing retainer invoice
Update item
Updates the details of an existing item
Send sales order
Sends a sales order to the specified email addresses
Update vendor
Updates the details of an existing vendor
Update bill
Updates the details of an existing bill
Fetch bill
Fetches the details of an existing bill
Fetch shipment
Fetches the details of an existing shipment
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch warehouse
Fetches the details of an existing warehouse
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch purchase order
Fetches the details of an existing purchase order
Fetch customer
Fetches the details of an existing customer
Fetch item
Fetches the details of an existing item
Fetch task
Fetches the details of an existing task
Fetch sales return
Fetches the details of an existing sales return
Fetch invoice
Fetches the details of an existing invoice
Fetch item group
Fetches the details of an existing item group
Fetch vendor
Fetches the details of an existing vendor
Fetch package
Fetches the details of an existing package
Fetch credit note
Fetches the details of an existing credit note
Fetch sales order
Fetches the details of an existing sales order
Fetch purchase receive
Fetches the details of an existing purchase receive
Fetch user
Fetches the details of an existing user
Fetch retainer invoice
Fetches the details of an existing retainer invoice
Fetch contact person
Fetches the details of an existing contact person
Fetch transfer order
Fetches the details of an existing transfer order
What is Zoho CRM?
What is Zoho Inventory?
Zoho Inventory is inventory management software that lets you manage all your orders. You can manage your contacts, bills, reports, and generate invoices easily.
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