Integrate Zoho Inventory with Roll

Send information between Zoho Inventory and Roll automatically, without writing any code, using Zoho Flow.

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Create a new task in Roll when a new order is created in Zoho Inventory

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Roll when a order is created in Zoho Inventory.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Inventory.
  2. Zoho Flow creates a new task in Roll.
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Create a new task in Roll when a new order is created in Zoho Inventory

Zoho Inventory + Roll

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Supported triggers and actions

Integrate Zoho Inventory and Roll using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Bundle created

Triggers when a new bundle is created

Credit note updated

Triggers when the details of an existing credit note are updated

Category created

Triggers when a new category is created

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Package updated

Triggers when the details of an existing package are updated

Invoice updated

Triggers when the details of an existing invoice are updated

Item created

Triggers when a new item is created

Invoice created

Triggers when a new invoice is created

Transfer order created

Triggers when a new transfer order is created

Sales order created

Triggers when a new sales order is created

Custom module entry updated

Triggers when the details of an existing module entry are updated

Package created

Triggers when a new package is created

Inventory adjustment updated

Triggers when an existing inventory adjustment is updated

Bill created

Triggers when a new bill is created

Item group created

Triggers when a new item group is created

Purchase order created

Triggers when a new purchase order is created

Purchase order updated

Triggers when the details of an existing purchase order are updated

Inventory adjustment made

Triggers when a new inventory adjustment is made

Task created

Triggers when a new task is created

Customer payment updated

Triggers when a payment made by a customer is 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

Vendor created

Triggers when a new vendor is created

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Retainer invoice created

Triggers when a new retainer invoice is created

Customer payment received

Triggers when a new payment is made by a customer

Sales return made

Triggers when a new sales return is made

Transfer order updated

Triggers when the details of an existing transfer order are updated

Credit note created

Triggers when a new credit note 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

Bill updated

Triggers when the details of an existing bill are updated

Customer updated

Triggers when the details of an existing customer are updated

Shipment created

Triggers when a new shipment is created

Item updated

Triggers when the details of an existing item are updated

Purchase receive created

Triggers when a new purchase receive is created

Custom module entry created

Triggers when a new custom module entry is created

Customer created

Triggers when a new customer is created

Company created

Triggers when a new company is created

Time record created

Triggers when a new time record is created

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create package

Creates a new package

Record vendor payment

Records the details of a vendor payment

Record customer payment

Records the details of a customer payment

Create contact person

Creates a new contact person

Create shipment order

Creates a new shipment order

Create inventory adjustment

Creates a new inventory adjustment

Create transfer order

Creates a new transfer order

Create sales return

Creates a new sales return

Add address

Adds a new address

Create invoice

Creates a new invoice

Create category

Creates a new category

Create bundle

Creates a new bundle

Create credit note

Creates a new credit note

Create retainer invoice

Creates a new retainer invoice

Create customer

Creates a new customer

Create purchase receive

Creates a new purchase receive

Mark shipment as delivered

Marks the specified shipment as delivered

Create purchase order

Creates a new purchase order

Send purchase order

Sends a purchase order to the specified email addresses

Create vendor

Creates a new vendor

Add comment

Adds a new comment to an existing module

Create warehouse

Creates a new warehouse

Create bill

Creates a new bill

Create sales order

Creates a new sales order

Create custom module entry

Creates a new custom module entry

Create item

Creates a new item

Send sales order

Sends a sales order to the specified email addresses

Update custom module entry

Updates the details of a existing custom module entry

Update bill

Updates the details of an existing bill

Update warehouse

Updates the details of an existing warehouse

Update credit note

Updates the details of an existing credit note

Update invoice

Updates the details of an existing invoice

Update address

Updates the details of an existing address

Update sales order

Updates the details of an existing sales order

Update contact person

Updates the details of an existing contact person

Send invoice

Sends an invoice to the specified email addresses

Update sales order status

Updates the status of an existing sales order

Update customer

Updates the details of an existing customer

Update item status

Updates the status of an existing item

Update category

Updates the details of an existing category

Update vendor

Updates the details of an existing vendor

Update retainer invoice

Updates the details of an existing retainer invoice

Update credit note status

Updates the status of an existing credit note

Update item

Updates the details of an existing item

Update invoice status

Updates the status of an existing invoice

Update purchase order status

Updates the status of an existing purchase order

Update bill status

Updates the status of an existing bill

Send credit note

Sends a credit note to the specified email addresses

Mark transfer order as received

Marks the specified transfer order as received

Update purchase order

Updates the details of an existing purchase order

Fetch task

Fetches the details of an existing task

Fetch vendor

Fetches the details of an existing vendor

Fetch warehouse

Fetches the details of an existing warehouse

Fetch customer

Fetches the details of an existing customer

Fetch user

Fetches the details of an existing user

Fetch item group

Fetches the details of an existing item group

Fetch credit note

Fetches the details of an existing credit note

Fetch invoice

Fetches the details of an existing invoice

Fetch package

Fetches the details of an existing package

Fetch custom module entry

Fetches the details of an existing custom module entry

Fetch transfer order

Fetches the details of an existing transfer order

Fetch sales return

Fetches the details of an existing sales return

Fetch sales order

Fetches the details of an existing sales order

Fetch bill

Fetches the details of an existing bill

Fetch purchase order

Fetches the details of an existing purchase order

Fetch purchase receive

Fetches the details of an existing purchase receive

Fetch item

Fetches the details of an existing item

Fetch contact person

Fetches the details of an existing contact person

Fetch retainer invoice

Fetches the details of an existing retainer invoice

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch shipment

Fetches the details of an existing shipment

Create company

Creates a new company

Create task

Creates a new task

Create project

Creates a new project

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.

Inventory Management Zoho

What is Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks and more.

Build comprehensive workflows using

Webhook triggers

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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