Integrate Zoho Inventory with Zoho Connect
Send information between Zoho Inventory and Zoho Connect automatically, without writing any code, using Zoho Flow.
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Create a new task in Zoho Connect when a order is created in Zoho Inventory
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Zoho Connect whenever a new order is placed in Zoho Inventory.
How it works
- The flow triggers when a new purchase order is created in Zoho Inventory.
- Zoho Flow creates a new task in the selected section in Zoho Connect.
Create a new task in Zoho Connect when a order is created in Zoho Inventory
Zoho Inventory + Zoho Connect
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Supported triggers and actions
Integrate Zoho Inventory and Zoho Connect using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Item updated
Triggers when the details of an existing item are updated
Inventory adjustment updated
Triggers when an existing inventory adjustment is updated
Purchase order created
Triggers when a new purchase order is created
Retainer invoice created
Triggers when a new retainer invoice is created
Item group created
Triggers when a new item group is created
Vendor created
Triggers when a new vendor is created
Custom module entry updated
Triggers when the details of an existing module entry are updated
Bill updated
Triggers when the details of an existing bill are updated
Custom module entry created
Triggers when a new custom module entry is created
Purchase order updated
Triggers when the details of an existing purchase order are updated
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Shipment created
Triggers when a new shipment is created
Category created
Triggers when a new category is created
Transfer order updated
Triggers when the details of an existing transfer order are updated
Customer payment updated
Triggers when a payment made by a customer is updated
Task created
Triggers when a new task is created
Inventory adjustment made
Triggers when a new inventory adjustment is made
Shipment updated
Triggers when the details of an existing shipment are updated
Item created
Triggers when a new item is created
Sales return made
Triggers when a new sales return is made
Package created
Triggers when a new package is created
Purchase receive updated
Triggers when the details of an existing purchase receive are updated
Transfer order created
Triggers when a new transfer order is created
Bundle created
Triggers when a new bundle is created
Customer created
Triggers when a new customer is created
Sales order created
Triggers when a new sales order is created
Credit note created
Triggers when a new credit note is created
Sales order updated
Triggers when the details of an existing sales order are updated
Bill created
Triggers when a new bill is created
Purchase receive created
Triggers when a new purchase receive is created
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Invoice updated
Triggers when the details of an existing invoice are 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
Invoice created
Triggers when a new invoice is created
Vendor payment received
Triggers when a vendor payment is made
Package updated
Triggers when the details of an existing package are updated
Customer payment received
Triggers when a new payment is made by a customer
Conversation posted
Triggers when a new conversation is posted
Event created
Triggers when a new event is created
User name mentioned
Triggers when your user name is mentioned
Poll started
Triggers when a new poll is started in the selected group
Group member added
Triggers when a new member is added to the selected group
Announcement created
Triggers when a new announcement is created in the selected group
Task status updated
Triggers when a task status is updated in the selected board
Task created
Triggers when a new task is created
New board
Triggers when a new board is created
Network member added
Triggers when a new member is added to the selected network
Task completed
Triggers when a task is completed in the selected board
All Actions - Actions are the automated tasks
Send purchase order
Sends a purchase order to the specified email addresses
Create invoice
Creates a new invoice
Create vendor
Creates a new vendor
Mark shipment as delivered
Marks the specified shipment as delivered
Add address
Adds a new address
Create bundle
Creates a new bundle
Create shipment order
Creates a new shipment order
Create retainer invoice
Creates a new retainer invoice
Create warehouse
Creates a new warehouse
Record customer payment
Records the details of a customer payment
Create package
Creates a new package
Create category
Creates a new category
Create sales return
Creates a new sales return
Create inventory adjustment
Creates a new inventory adjustment
Record vendor payment
Records the details of a vendor payment
Create purchase order
Creates a new purchase order
Create sales order
Creates a new sales order
Add comment
Adds a new comment to an existing module
Create bill
Creates a new bill
Create item
Creates a new item
Create custom module entry
Creates a new custom module entry
Create customer
Creates a new customer
Create purchase receive
Creates a new purchase receive
Create credit note
Creates a new credit note
Create contact person
Creates a new contact person
Create transfer order
Creates a new transfer order
Update item status
Updates the status of an existing item
Mark transfer order as received
Marks the specified transfer order as received
Update invoice
Updates the details of an existing invoice
Update credit note
Updates the details of an existing credit note
Update warehouse
Updates the details of an existing warehouse
Update category
Updates the details of an existing category
Send invoice
Sends an invoice to the specified email addresses
Update bill status
Updates the status of an existing bill
Update retainer invoice
Updates the details of an existing retainer invoice
Update contact person
Updates the details of an existing contact person
Update credit note status
Updates the status of an existing credit note
Update purchase order
Updates the details of an existing purchase order
Update bill
Updates the details of an existing bill
Update item
Updates the details of an existing item
Update custom module entry
Updates the details of a existing custom module entry
Update customer
Updates the details of an existing customer
Update purchase order status
Updates the status of an existing purchase order
Update sales order status
Updates the status of an existing sales order
Send sales order
Sends a sales order to the specified email addresses
Update address
Updates the details of an existing address
Send credit note
Sends a credit note to the specified email addresses
Update invoice status
Updates the status of an existing invoice
Update sales order
Updates the details of an existing sales order
Update vendor
Updates the details of an existing vendor
Fetch contact person
Fetches the details of an existing contact person
Fetch user
Fetches the details of an existing user
Fetch retainer invoice
Fetches the details of an existing retainer invoice
Fetch sales return
Fetches the details of an existing sales return
Fetch purchase receive
Fetches the details of an existing purchase receive
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch warehouse
Fetches the details of an existing warehouse
Fetch purchase order
Fetches the details of an existing purchase order
Fetch invoice
Fetches the details of an existing invoice
Fetch bill
Fetches the details of an existing bill
Fetch shipment
Fetches the details of an existing shipment
Fetch vendor
Fetches the details of an existing vendor
Fetch package
Fetches the details of an existing package
Fetch item
Fetches the details of an existing item
Fetch task
Fetches the details of an existing task
Fetch credit note
Fetches the details of an existing credit note
Fetch item group
Fetches the details of an existing item group
Fetch sales order
Fetches the details of an existing sales order
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch transfer order
Fetches the details of an existing transfer order
Fetch customer
Fetches the details of an existing customer
Add comment in task
Adds a comment in the specified task
Add member to group
Adds a member to the selected group
Create forum post
Creates a new forum post
Add comment in post
Adds a comment in the specified post
Invite user
Invites a user to the selected network
Create private task
Creates a new private task
Create checklist
Creates a checklist for the specified task
Create group event
Creates a new group event
Create board
Creates a new board
Create task in section
Creates a new task in the selected section
Add member to board
Adds a member to the selected board
Create private event
Creates a new private event
Create conversation
Creates a new conversation in the selected group
Create group
Creates a new group in the selected network
Unarchive group
Unarchives the selected group
Archive board
Archives the selected board
Archive group
Archives the selected group
Archive task
Archives the selected task
Unarchive board
Unarchives the selected board
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
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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What is Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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