Integrate Zoho Inventory with Forecast
Send information between Zoho Inventory and Forecast automatically, without writing any code, using Zoho Flow.
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Create a new task in Forecast when a new order is created in Zoho Inventory
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in Forecast when a order is created 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 Forecast.
Create a new task in Forecast when a new order is created in Zoho Inventory
Zoho Inventory + Forecast
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Supported triggers and actions
Integrate Zoho Inventory and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Category created
Triggers when a new category is created
Purchase receive updated
Triggers when the details of an existing purchase receive are updated
Credit note updated
Triggers when the details of an existing credit note are updated
Package created
Triggers when a new package is created
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Bill created
Triggers when a new bill is created
Inventory adjustment updated
Triggers when an existing inventory adjustment is updated
Invoice created
Triggers when a new invoice is created
Item group created
Triggers when a new item group is created
Customer payment updated
Triggers when a payment made by a customer is updated
Vendor created
Triggers when a new vendor is created
Bill updated
Triggers when the details of an existing bill are updated
Customer updated
Triggers when the details of an existing customer are updated
Package updated
Triggers when the details of an existing package 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
Invoice updated
Triggers when the details of an existing invoice are updated
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
Vendor payment received
Triggers when a vendor payment is made
Task created
Triggers when a new task is created
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
Shipment created
Triggers when a new shipment is created
Item updated
Triggers when the details of an existing item are updated
Sales return made
Triggers when a new sales return is made
Purchase order created
Triggers when a new purchase order is created
Inventory adjustment made
Triggers when a new inventory adjustment is made
Sales order created
Triggers when a new sales order is created
Transfer order created
Triggers when a new transfer order is created
Custom module entry updated
Triggers when the details of an existing module entry are updated
Retainer invoice created
Triggers when a new retainer invoice is created
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Customer payment received
Triggers when a new payment is made by a customer
Transfer order updated
Triggers when the details of an existing transfer order are updated
Purchase order updated
Triggers when the details of an existing purchase order are updated
New sprint
Triggers when a new sprint is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New person
Triggers when a new person is added
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
New milestone
Triggers when a new milestone is created in the selected project
All Actions - Actions are the automated tasks
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 credit note
Creates a new credit note
Create bundle
Creates a new bundle
Mark shipment as delivered
Marks the specified shipment as delivered
Create purchase order
Creates a new purchase order
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
Create package
Creates a new package
Create retainer invoice
Creates a new retainer invoice
Create customer
Creates a new customer
Create purchase receive
Creates a new purchase receive
Send purchase order
Sends a purchase order to the specified email addresses
Create sales order
Creates a new sales order
Create custom module entry
Creates a new custom module entry
Create item
Creates a new item
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
Add address
Adds a new address
Create invoice
Creates a new invoice
Create category
Creates a new category
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
Updates the details of an existing purchase order
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 status
Updates the status of an existing sales order
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 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
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 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
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 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 purchase receive
Fetches the details of an existing purchase receive
Fetch shipment
Fetches the details of an existing shipment
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 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 customer
Fetches the details of an existing customer
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
Create task
Creates a new task
Create time registration
Creates a new time registration
Create project
Creates a new project
Create subtask
Creates a new sub task/to-do
Create milestone
Creates a new milestone in the selected project
Create sprint
Creates a new sprint in the selected project
Add person
Adds a new person
Create client
Creates a new client
Create label
Creates a new label
Fetch label
Fetches an existing label by name
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.
Similar apps
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
Similar apps
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