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
  1. The flow triggers when a new purchase order is created in Zoho Inventory.
  2. Zoho Flow creates a new task in the selected section in Zoho Connect.
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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

Package created

Triggers when a new package is created

Vendor created

Triggers when a new vendor is created

Inventory adjustment made

Triggers when a new inventory adjustment is made

Task created

Triggers when a new task is created

Transfer order updated

Triggers when the details of an existing transfer order are updated

Purchase receive updated

Triggers when the details of an existing purchase receive are updated

Sales order created

Triggers when a new sales order is created

Customer payment received

Triggers when a new payment is made by a customer

Custom module entry updated

Triggers when the details of an existing module entry are updated

Customer payment updated

Triggers when a payment made by a customer is updated

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Invoice created

Triggers when a new invoice is created

Item group created

Triggers when a new item group is created

Bill updated

Triggers when the details of an existing bill are updated

Purchase receive created

Triggers when a new purchase receive is created

Shipment updated

Triggers when the details of an existing shipment are updated

Category created

Triggers when a new category is created

Item created

Triggers when a new item is created

Credit note updated

Triggers when the details of an existing credit note are updated

Custom module entry created

Triggers when a new custom module entry is created

Retainer invoice created

Triggers when a new retainer invoice is created

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Package updated

Triggers when the details of an existing package are updated

Transfer order created

Triggers when a new transfer order is created

Sales order updated

Triggers when the details of an existing sales order are updated

Customer updated

Triggers when the details of an existing customer are updated

Bundle created

Triggers when a new bundle is created

Sales return made

Triggers when a new sales return is made

Purchase order created

Triggers when a new purchase order is created

Credit note created

Triggers when a new credit note is created

Bill created

Triggers when a new bill is created

Customer created

Triggers when a new customer is created

Invoice updated

Triggers when the details of an existing invoice are updated

Inventory adjustment updated

Triggers when an existing inventory adjustment is updated

Shipment created

Triggers when a new shipment is created

Item updated

Triggers when the details of an existing item are updated

Purchase order updated

Triggers when the details of an existing purchase order are updated

Vendor payment received

Triggers when a vendor payment is made

Event created

Triggers when a new event is created

Task reminder

Triggers when a task is created with a reminder

Task assigned

Triggers when a task is assigned

Task completed

Triggers when a task is completed in selected board

Member removed from network

Triggers when a new member is removed from the selected network

Task updated

Triggers when the details of an existing task is updated

Announcement comment created

Triggers when a new comment is created in announcements

Announcement created

Triggers when a new announcement is created

Member added in board

Triggers when a member is added to a board

Member added in group

Triggers when a member added to group

Member added in network

Triggers when a new member added to the selected network

Task status changed

Triggers when the status of an existing task is updated

Poll created

Triggers when a new poll is created

Question created

Triggers when a new questions is created

Forum updated

Triggers when an existing forum post is updated

Board created

Triggers when a new board is created

User mentioned in post

Triggers when the configuration user is mentioned in a conversation

Announcement updated

Triggers when the details of an existing announcement is updated

Task unassigned

Triggers when a task is unassigned

Task open

Triggers when a task status is marked as open

User mentioned in comment

Triggers when the configuration user is mentioned in a conversation comment

Group created

Triggers when a new group is created

Event updated

Triggers when the details of an existing event is updated

Member removed from board

Triggers when a member is removed from a board

New task created

Triggers when a new task is created

Forum created

Triggers when a new forum is created

Status created

Triggers when a new conversation is posted

Event invited

Triggers when an invitee is added to an event

All Actions - Actions are the automated tasks

Create bill

Creates a new bill

Create credit note

Creates a new credit note

Create warehouse

Creates a new warehouse

Record vendor payment

Records the details of a vendor payment

Create purchase receive

Creates a new purchase receive

Create package

Creates a new package

Create inventory adjustment

Creates a new inventory adjustment

Send purchase order

Sends a purchase order to the specified email addresses

Create item

Creates a new item

Create contact person

Creates a new contact person

Record customer payment

Records the details of a customer payment

Create shipment order

Creates a new shipment order

Create purchase order

Creates a new purchase order

Create transfer order

Creates a new transfer order

Create category

Creates a new category

Create vendor

Creates a new vendor

Create bundle

Creates a new bundle

Add address

Adds a new address

Create customer

Creates a new customer

Create sales return receive

Creates a new sales return receive

Create invoice

Creates a new invoice

Create custom module entry

Creates a new custom module entry

Add comment

Adds a new comment to an existing module

Create sales return

Creates a new sales return

Create retainer invoice

Creates a new retainer invoice

Mark shipment as delivered

Marks the specified shipment as delivered

Create sales order

Creates a new sales order

Update contact person

Updates the details of an existing contact person

Update custom module entry

Updates the details of a existing custom module entry

Update customer

Updates the details of an existing customer

Update bill

Updates the details of an existing bill

Update category

Updates the details of an existing category

Update credit note status

Updates the status of an existing credit note

Mark transfer order as received

Marks the specified transfer order as received

Update purchase order status

Updates the status of an existing purchase order

Send credit note

Sends a credit note to the specified email addresses

Update warehouse

Updates the details of an existing warehouse

Update invoice status

Updates the status of an existing invoice

Update sales order status

Updates the status of an existing sales order

Update vendor

Updates the details of an existing vendor

Update item status

Updates the status of an existing item

Update item

Updates the details of an existing item

Send sales order

Sends a sales order to the specified email addresses

Update sales order

Updates the details of an existing sales order

Update credit note

Updates the details of an existing credit note

Update invoice

Updates the details of an existing invoice

Update bill status

Updates the status of an existing bill

Update address

Updates the details of an existing address

Send invoice

Sends an invoice to the specified email addresses

Update purchase order

Updates the details of an existing purchase order

Update retainer invoice

Updates the details of an existing retainer invoice

Fetch task

Fetches the details of an existing task

Fetch sales return

Fetches the details of an existing sales return

Fetch item

Fetches the details of an existing item

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 purchase order

Fetches the details of an existing purchase order

Fetch custom module entry

Fetches the details of an existing custom module entry

Fetch item group

Fetches the details of an existing item group

Fetch bill

Fetches the details of an existing bill

Fetch shipment

Fetches the details of an existing shipment

Fetch retainer invoice

Fetches the details of an existing retainer invoice

Fetch invoice

Fetches the details of an existing invoice

Fetch credit note

Fetches the details of an existing credit note

Fetch purchase receive

Fetches the details of an existing purchase receive

Fetch user

Fetches the details of an existing user

Fetch customer

Fetches the details of an existing customer

Fetch warehouse

Fetches the details of an existing warehouse

Fetch vendor

Fetches the details of an existing vendor

Fetch package

Fetches the details of an existing package

Fetch transfer order

Fetches the details of an existing transfer order

Fetch contact person

Fetches the details of an existing contact person

Create board from board template

Creates a new board from an existing saved template

Create group

Creates a new group in the selected network

Invite user

Invites a user to the selected network

Create forum post

Creates a new forum post

Create checklist

Creates a checklist for the specified task

Add comment in post

Adds a comment in the specified post

Add member to group

Adds a member to the selected group

Create private event

Creates a new private event

Create private task

Creates a new private task

Add comment in task

Adds a comment in the specified task

Add member to board

Adds a member to the selected board

Create conversation

Creates a new conversation in the selected group

Create board

Creates a new board

Create task in section

Creates a new task in the selected section

Create group event

Creates a new group event

Archive task

Archives the selected task

Unarchive group

Unarchives the selected group

Archive board

Archives the selected board

Unarchive board

Unarchives the selected board

Archive group

Archives the selected group

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.

Inventory Management Zoho

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.

Team Collaboration Zoho

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Custom functions

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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Toto

Technical Engineer, Master Liveaboards

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