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
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.
Create an invoice in sevDesk for newly acquired deals in Zoho CRM
Zoho CRM + sevDesk
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Supported triggers and actions
Integrate Zoho CRM and sevDesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New lead
Triggers when a new lead is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New module
Triggers when a new module is created
Entry created or updated
Triggers when a record entry is created or updated
User created or updated
Triggers when the details of an existing user are created or updated
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
New contact
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Contact added
Triggers when a new contact (person /company ) is added
Order received
Triggers when a new invoice is received
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Remove tags
Removes tags from the specified record
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Add tags
Adds tags to the specified record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send email template
Sends an email to the specified users
Send mail merge
Sends a mail merge with details of the selected record
Draft email template
Drafts an email based on the selected template
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch user
Fetches the details of an existing user by name or email address
Fetch lead
Fetches a lead by email address or unique ID
Fetch account
Fetches an account by its name or unique ID
Fetch email template
Fetches an email template by name
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Clone module entry
Clones an existing module entry
Fetch inventory template
Fetches an inventory template using ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
Create contact address
Creates a new contact address
Create invoice
Creates a new invoice
Create voucher
Creates a new voucher
Create order
Creates a new order
Create task
Creates a new task
Create contact
Creates a new contact
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch sevuser by email
Fetches the details of an existing sevuser by email address
Fetch part by search term
Fetches the details of an existing part or product by the specified search term
Fetch sevuser by ID
Fetches the details of an existing sevuser by ID
Fetch country by name
Fetches a country by name
Fetch invoice by search term
Fetches the details of an existing invoice by the specified search term
Fetch cost centre by ID
Fetches the details of an existing cost centre by ID
Fetch category by name
Fetches the details of an existing category by name
Fetch cost centre by name
Fetches the details of an existing cost centre by name
Fetch country by ID
Fetches a country by ID
Fetch contact by search term
Fetches the details of an existing contact by the specified search term
Fetch order by search term
Fetches the details of an order by the specified search term
Fetch category by ID
Fetches the details of an existing category by ID
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
What is sevDesk?
sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
