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Integrate Zoho CRM with sevDesk
Send information between Zoho CRM and sevDesk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in sevDesk for newly acquired deals in Zoho CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in sevDesk each time a deal is closed in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in sevDesk.
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Create an invoice in sevDesk for newly acquired deals in Zoho CRM
Zoho CRM + sevDesk
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Build your own integrations between Zoho CRM and sevDesk
Connect Zoho CRM and sevDesk with over 700+ 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 sevDesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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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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New module
Triggers when a new module is created
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Entry created or updated
Triggers when a record entry is created or updated
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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 note
Triggers when a new note is added
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Updated deal
Triggers when an existing deal is updated
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New user
Triggers when a new user is created
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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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Invoice created
Triggers when a new invoice is created
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Contact added
Triggers when a new contact (person /company ) is added
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Order received
Triggers when a new invoice is received
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Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
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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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Remove tags
Removes tags from the specified record
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Raise signal
Raises a signal to Zoho CRM
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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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Convert lead to contact
Converts a lead to a contact
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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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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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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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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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Update user
Updates the details of an existing user based on user ID
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Fetch contact
Fetches a contact by email address, unique ID, or name
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Fetch user
Fetches the details of an existing user by name or email address
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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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Fetch email template
Fetches an email template by name
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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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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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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 contact address
Creates a new contact address
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Create invoice
Creates a new invoice
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Create voucher
Creates a new voucher
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Create order
Creates a new order
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Create task
Creates a new task
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Create contact
Creates a new contact
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Fetch contact by ID
Fetches the details of an existing contact by ID
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Fetch sevuser by email
Fetches the details of an existing sevuser by email address
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Fetch part by search term
Fetches the details of an existing part or product by the specified search term
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Fetch sevuser by ID
Fetches the details of an existing sevuser by ID
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Fetch country by name
Fetches a country by name
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Fetch invoice by search term
Fetches the details of an existing invoice by the specified search term
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Fetch cost centre by ID
Fetches the details of an existing cost centre by ID
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Fetch category by name
Fetches the details of an existing category by name
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Fetch cost centre by name
Fetches the details of an existing cost centre by name
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Fetch country by ID
Fetches a country by ID
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Fetch contact by search term
Fetches the details of an existing contact by the specified search term
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Fetch order by search term
Fetches the details of an order by the specified search term
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Fetch category by ID
Fetches the details of an existing category by ID
What is sevDesk?
sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >