Integrate Zoho Inventory with Workstack

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

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

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in Workstack each time a new order is made 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 the selected todo in Workstack.
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Create a new task in Workstack when a order is created in Zoho Inventory

Zoho Inventory + Workstack

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Supported triggers and actions

Integrate Zoho Inventory and Workstack using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Inventory adjustment updated

Triggers when an existing inventory adjustment is updated

Item created

Triggers when a new item is created

Package updated

Triggers when the details of an existing package are updated

Bundle created

Triggers when a new bundle is created

Custom module entry updated

Triggers when the details of an existing module entry are updated

Purchase order updated

Triggers when the details of an existing purchase order are updated

Customer payment received

Triggers when a new payment is made by a customer

Invoice updated

Triggers when the details of an existing invoice are updated

Invoice created

Triggers when a new invoice is created

Vendor payment received

Triggers when a vendor payment is made

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

Customer payment updated

Triggers when a payment made by a customer is updated

Category created

Triggers when a new category is created

Bill created

Triggers when a new bill is created

Purchase receive created

Triggers when a new purchase receive 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

Customer created

Triggers when a new customer is created

Sales order created

Triggers when a new sales order is created

Shipment created

Triggers when a new shipment is created

Shipment updated

Triggers when the details of an existing shipment are updated

Item updated

Triggers when the details of an existing item are updated

Transfer order updated

Triggers when the details of an existing transfer order are updated

Package created

Triggers when a new package is created

Task created

Triggers when a new task is created

Inventory adjustment made

Triggers when a new inventory adjustment is made

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Credit note updated

Triggers when the details of an existing credit note are updated

Retainer invoice created

Triggers when a new retainer invoice is created

Customer updated

Triggers when the details of an existing customer are updated

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Item group created

Triggers when a new item group is created

Transfer order created

Triggers when a new transfer order is created

Sales return made

Triggers when a new sales return is made

Purchase order created

Triggers when a new purchase order is created

Vendor created

Triggers when a new vendor is created

Purchase receive updated

Triggers when the details of an existing purchase receive are updated

New todo list

Triggers when a new todo list is created in the selected project

New meeting

Triggers when a new meeting is created for the selected user

New todo

Triggers when a new todo is created in the selected project

New task

Triggers when a new task is created for the selected user

New project

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create package

Creates a new package

Create inventory adjustment

Creates a new inventory adjustment

Create contact person

Creates a new contact person

Create category

Creates a new category

Create sales order

Creates a new sales order

Mark shipment as delivered

Marks the specified shipment as delivered

Create invoice

Creates a new invoice

Send purchase order

Sends a purchase order to the specified email addresses

Create transfer order

Creates a new transfer order

Add address

Adds a new address

Create purchase order

Creates a new purchase order

Record vendor payment

Records the details of a vendor payment

Create warehouse

Creates a new warehouse

Create item

Creates a new item

Create shipment order

Creates a new shipment order

Add comment

Adds a new comment to an existing module

Create custom module entry

Creates a new custom module entry

Create retainer invoice

Creates a new retainer invoice

Create vendor

Creates a new vendor

Create bundle

Creates a new bundle

Create purchase receive

Creates a new purchase receive

Record customer payment

Records the details of a customer payment

Create sales return

Creates a new sales return

Create credit note

Creates a new credit note

Create bill

Creates a new bill

Create customer

Creates a new customer

Send credit note

Sends a credit note to the specified email addresses

Update sales order status

Updates the status of an existing sales order

Update vendor

Updates the details of an existing vendor

Update sales order

Updates the details of an existing sales order

Update invoice status

Updates the status of an existing invoice

Update bill

Updates the details of an existing bill

Update address

Updates the details of an existing address

Send sales order

Sends a sales order to the specified email addresses

Update purchase order status

Updates the status of an existing purchase order

Update retainer invoice

Updates the details of an existing retainer invoice

Update customer

Updates the details of an existing customer

Update custom module entry

Updates the details of a existing custom module entry

Update item

Updates the details of an existing item

Update warehouse

Updates the details of an existing warehouse

Update purchase order

Updates the details of an existing purchase order

Update credit note status

Updates the status of an existing credit note

Update contact person

Updates the details of an existing contact person

Update item status

Updates the status of an existing item

Update category

Updates the details of an existing category

Update bill status

Updates the status of an existing bill

Update credit note

Updates the details of an existing credit note

Update invoice

Updates the details of an existing invoice

Mark transfer order as received

Marks the specified transfer order as received

Send invoice

Sends an invoice to the specified email addresses

Fetch task

Fetches the details of an existing task

Fetch contact person

Fetches the details of an existing contact person

Fetch bill

Fetches the details of an existing bill

Fetch package

Fetches the details of an existing package

Fetch purchase receive

Fetches the details of an existing purchase receive

Fetch shipment

Fetches the details of an existing shipment

Fetch custom module entry

Fetches the details of an existing custom module entry

Fetch invoice

Fetches the details of an existing invoice

Fetch sales return

Fetches the details of an existing sales return

Fetch retainer invoice

Fetches the details of an existing retainer invoice

Fetch user

Fetches the details of an existing user

Fetch transfer order

Fetches the details of an existing transfer order

Fetch item

Fetches the details of an existing item

Fetch vendor

Fetches the details of an existing vendor

Fetch warehouse

Fetches the details of an existing warehouse

Fetch sales order

Fetches the details of an existing sales order

Fetch customer

Fetches the details of an existing customer

Fetch purchase order

Fetches the details of an existing purchase order

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch item group

Fetches the details of an existing item group

Fetch credit note

Fetches the details of an existing credit note

Create todo

Creates a new todo in the selected project

Create project

Creates a new project

Create meeting

Creates a new meeting

Create task

Creates a new task in the selected todo

Create todo list

Creates a new todo list in the selected 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 Workstack?

Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.

Project Management

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Logic

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Custom functions

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