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Integrate Zoho CRM with Zoho Inventory
Send information between Zoho CRM and Zoho Inventory automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create Zoho Inventory sales orders from Zoho CRM sales orders
How it works
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Create Zoho Inventory sales orders from Zoho CRM sales orders
Zoho CRM + Zoho Inventory
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Build your own integrations between Zoho CRM and Zoho Inventory
Connect Zoho CRM and Zoho Inventory with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho CRM and Zoho Inventory using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New user
Triggers when a new user is created
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User created or updated
Triggers when the details of an existing user are created or updated
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New module
Triggers when a new module is created
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New note
Triggers when a new note is added
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Entry created or updated
Triggers when a record entry is created or updated
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Updated module entry
Triggers when an entry is updated in the selected module
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New contact
Triggers when a new contact is created
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New lead
Triggers when a new lead is created
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New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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Updated deal
Triggers when an existing deal is updated
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Purchase receive created
Triggers when a new purchase receive is created
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Customer payment updated
Triggers when a payment made by a customer is updated
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Item updated
Triggers when the details of an existing item are updated
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Invoice created
Triggers when a new invoice is created
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Vendor payment updated
Triggers when the details of an existing vendor payment is updated
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Custom module entry created
Triggers when a new custom module entry is created
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Item group created
Triggers when a new item group is created
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Customer payment received
Triggers when a new payment is made by a customer
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Purchase receive updated
Triggers when the details of an existing purchase receive are updated
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Inventory adjustment made
Triggers when a new inventory adjustment is made
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Package updated
Triggers when the details of an existing package are updated
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Transfer order updated
Triggers when the details of an existing transfer order are updated
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Category created
Triggers when a new category is created
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Transfer order created
Triggers when a new transfer order is created
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Vendor created
Triggers when a new vendor is created
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Bill updated
Triggers when the details of an existing bill are updated
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Bill created
Triggers when a new bill is created
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Shipment created
Triggers when a new shipment is created
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Credit note created
Triggers when a new credit note is created
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Item created
Triggers when a new item is created
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Sales order updated
Triggers when the details of an existing sales order are updated
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Customer created
Triggers when a new customer is created
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Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
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Purchase order created
Triggers when a new purchase order is created
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Shipment updated
Triggers when the details of an existing shipment are updated
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Bundle created
Triggers when a new bundle is created
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Customer updated
Triggers when the details of an existing customer are updated
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Retainer invoice created
Triggers when a new retainer invoice is created
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Sales order created
Triggers when a new sales order is created
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Credit note updated
Triggers when the details of an existing credit note are updated
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Sales return made
Triggers when a new sales return is made
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Invoice updated
Triggers when the details of an existing invoice are updated
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Inventory adjustment updated
Triggers when an existing inventory adjustment is updated
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Purchase order updated
Triggers when the details of an existing purchase order are updated
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Vendor payment received
Triggers when a vendor payment is made
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Task created
Triggers when a new task is created
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Custom module entry updated
Triggers when the details of an existing module entry are updated
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Package created
Triggers when a new package is created
All Actions - Actions are the automated tasks
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Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
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Send email template
Sends an email to the specified users
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Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
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Update related module entry
Relates an entry in this module with an entry in another module
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Update module entry
Updates the specified module entry
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Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
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Send mail merge
Sends a mail merge with details of the selected record
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Draft email template
Drafts an email based on the selected template
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Add user
Adds a new user
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Add tags
Adds tags to the specified record
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Convert lead to contact
Converts a lead to a contact
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Add note
Adds a note to the selected module
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Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
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Remove tags
Removes tags from the specified record
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Raise signal
Raises a signal to Zoho CRM
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Update user
Updates the details of an existing user based on user ID
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Fetch email template
Fetches an email template by name
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Fetch contact
Fetches a contact by email address, unique ID, or name
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Clone module entry
Clones an existing module entry
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Fetch inventory template
Fetches an inventory template using ID
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Fetch user
Fetches the details of an existing user by name or email address
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Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
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Fetch event
Fetches an event by its title or unique ID
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Fetch lead
Fetches a lead by email address or unique ID
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Fetch account
Fetches an account by its name or unique ID
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Delete module entry
Deletes the specified entry
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Cancel call
Cancels a event
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Fetch module entry
Fetches a module entry by the specified values
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Fetch product
Fetches a product by its name or unique ID
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Create transfer order
Creates a new transfer order
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Create category
Creates a new category
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Create sales order
Creates a new sales order
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Create sales return
Creates a new sales return
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Create contact person
Creates a new contact person
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Record customer payment
Records the details of a customer payment
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Create shipment order
Creates a new shipment order
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Create invoice
Creates a new invoice
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Create custom module entry
Creates a new custom module entry
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Add comment
Adds a new comment to an existing module
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Send purchase order
Sends a purchase order to the specified email addresses
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Create bundle
Creates a new bundle
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Add address
Adds a new address
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Create customer
Creates a new customer
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Create sales return receive
Creates a new sales return receive
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Mark shipment as delivered
Marks the specified shipment as delivered
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Create purchase receive
Creates a new purchase receive
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Create package
Creates a new package
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Create vendor
Creates a new vendor
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Create retainer invoice
Creates a new retainer invoice
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Create purchase order
Creates a new purchase order
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Create credit note
Creates a new credit note
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Create inventory adjustment
Creates a new inventory adjustment
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Record vendor payment
Records the details of a vendor payment
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Create item
Creates a new item
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Create warehouse
Creates a new warehouse
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Create bill
Creates a new bill
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Mark transfer order as received
Marks the specified transfer order as received
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Update invoice
Updates the details of an existing invoice
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Update customer
Updates the details of an existing customer
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Update bill
Updates the details of an existing bill
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Update item status
Updates the status of an existing item
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Update sales order status
Updates the status of an existing sales order
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Send sales order
Sends a sales order to the specified email addresses
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Update vendor
Updates the details of an existing vendor
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Update item
Updates the details of an existing item
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Send credit note
Sends a credit note to the specified email addresses
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Update warehouse
Updates the details of an existing warehouse
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Update custom module entry
Updates the details of a existing custom module entry
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Update category
Updates the details of an existing category
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Update bill status
Updates the status of an existing bill
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Update address
Updates the details of an existing address
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Send invoice
Sends an invoice to the specified email addresses
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Update contact person
Updates the details of an existing contact person
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Update purchase order status
Updates the status of an existing purchase order
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Update sales order
Updates the details of an existing sales order
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Update credit note
Updates the details of an existing credit note
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Update invoice status
Updates the status of an existing invoice
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Update credit note status
Updates the status of an existing credit note
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Update purchase order
Updates the details of an existing purchase order
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Update retainer invoice
Updates the details of an existing retainer invoice
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Fetch task
Fetches the details of an existing task
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Fetch item group
Fetches the details of an existing item group
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Fetch vendor
Fetches the details of an existing vendor
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Fetch sales return
Fetches the details of an existing sales return
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Fetch transfer order
Fetches the details of an existing transfer order
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Fetch sales order
Fetches the details of an existing sales order
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Fetch bill
Fetches the details of an existing bill
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Fetch package
Fetches the details of an existing package
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Fetch customer
Fetches the details of an existing customer
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Convert sales order to invoice
Converts an existing sales order to an invoice
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Fetch purchase order
Fetches the details of an existing purchase order
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Fetch shipment
Fetches the details of an existing shipment
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Fetch custom module entry
Fetches the details of an existing custom module entry
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Fetch purchase receive
Fetches the details of an existing purchase receive
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Fetch user
Fetches the details of an existing user
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Fetch item
Fetches the details of an existing item
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Fetch retainer invoice
Fetches the details of an existing retainer invoice
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Fetch credit note
Fetches the details of an existing credit note
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Fetch warehouse
Fetches the details of an existing warehouse
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Fetch invoice
Fetches the details of an existing invoice
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Fetch contact person
Fetches the details of an existing contact person
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.
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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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Build comprehensive workflows using
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Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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