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

Inventory adjustment updated

Triggers when an existing inventory adjustment is updated

Bill created

Triggers when a new bill is created

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Package created

Triggers when a new package is created

Transfer order created

Triggers when a new transfer order is created

Sales order created

Triggers when a new sales order is created

Item group created

Triggers when a new item group is created

Invoice created

Triggers when a new invoice is created

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Retainer invoice created

Triggers when a new retainer invoice is created

Custom module entry updated

Triggers when the details of an existing module entry are updated

Credit note created

Triggers when a new credit note is created

Customer created

Triggers when a new customer is created

Purchase order created

Triggers when a new purchase order is created

Purchase receive updated

Triggers when the details of an existing purchase receive are updated

Sales return made

Triggers when a new sales return is made

Customer payment updated

Triggers when a payment made by a customer is updated

Vendor payment received

Triggers when a vendor payment is made

Inventory adjustment made

Triggers when a new inventory adjustment is made

Package updated

Triggers when the details of an existing package are updated

Bill updated

Triggers when the details of an existing bill are updated

Customer updated

Triggers when the details of an existing customer are updated

Item created

Triggers when a new item is created

Vendor created

Triggers when a new vendor 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

Purchase receive created

Triggers when a new purchase receive is created

Transfer order updated

Triggers when the details of an existing transfer order are updated

Customer payment received

Triggers when a new payment is made by a customer

Task created

Triggers when a new task is created

Purchase order updated

Triggers when the details of an existing purchase order are updated

Sales order updated

Triggers when the details of an existing sales order are updated

Shipment updated

Triggers when the details of an existing shipment are updated

Item updated

Triggers when the details of an existing item are updated

Shipment created

Triggers when a new shipment is created

Credit note updated

Triggers when the details of an existing credit note are updated

Category created

Triggers when a new category is created

Bundle created

Triggers when a new bundle is created

Announcement created

Triggers when a new announcement is created in the selected group

Poll started

Triggers when a new poll is started in the selected group

Event created

Triggers when a new event is created

Task status updated

Triggers when a task status is updated in the selected board

Conversation posted

Triggers when a new conversation is posted

New board

Triggers when a new board is created

Task completed

Triggers when a task is completed in the selected board

Group member added

Triggers when a new member is added to the selected group

Network member added

Triggers when a new member is added to the selected network

Task created

Triggers when a new task is created

User name mentioned

Triggers when your user name is mentioned

All Actions - Actions are the automated tasks

Create shipment order

Creates a new shipment order

Create bill

Creates a new bill

Add address

Adds a new address

Create purchase receive

Creates a new purchase receive

Create category

Creates a new category

Create invoice

Creates a new invoice

Mark shipment as delivered

Marks the specified shipment as delivered

Create bundle

Creates a new bundle

Send purchase order

Sends a purchase order to the specified email addresses

Create purchase order

Creates a new purchase order

Create customer

Creates a new customer

Create retainer invoice

Creates a new retainer invoice

Create transfer order

Creates a new transfer order

Create inventory adjustment

Creates a new inventory adjustment

Create package

Creates a new package

Create sales return

Creates a new sales return

Record customer payment

Records the details of a customer payment

Record vendor payment

Records the details of a vendor payment

Create credit note

Creates a new credit note

Create contact person

Creates a new contact person

Create custom module entry

Creates a new custom module entry

Create sales order

Creates a new sales order

Create vendor

Creates a new vendor

Create item

Creates a new item

Create warehouse

Creates a new warehouse

Add comment

Adds a new comment to an existing module

Update category

Updates the details of an existing category

Update item status

Updates the status of an existing item

Update invoice

Updates the details of an existing invoice

Update credit note

Updates the details of an existing credit note

Update retainer invoice

Updates the details of an existing retainer invoice

Mark transfer order as received

Marks the specified transfer order as received

Update item

Updates the details of an existing item

Update credit note status

Updates the status of an existing credit note

Update purchase order

Updates the details of an existing purchase order

Update invoice status

Updates the status of an existing invoice

Update sales order

Updates the details of an existing sales order

Update vendor

Updates the details of an existing vendor

Send invoice

Sends an invoice to the specified email addresses

Update contact person

Updates the details of an existing contact person

Update purchase order status

Updates the status of an existing purchase order

Update sales order status

Updates the status of an existing sales order

Send sales order

Sends a sales order to the specified email addresses

Update address

Updates the details of an existing address

Update bill

Updates the details of an existing bill

Update custom module entry

Updates the details of a existing custom module entry

Update customer

Updates the details of an existing customer

Update warehouse

Updates the details of an existing warehouse

Send credit note

Sends a credit note to the specified email addresses

Update bill status

Updates the status of an existing bill

Fetch invoice

Fetches the details of an existing invoice

Fetch retainer invoice

Fetches the details of an existing retainer invoice

Fetch contact person

Fetches the details of an existing contact person

Fetch task

Fetches the details of an existing task

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 customer

Fetches the details of an existing customer

Fetch transfer order

Fetches the details of an existing transfer order

Fetch custom module entry

Fetches the details of an existing custom module entry

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 bill

Fetches the details of an existing bill

Fetch shipment

Fetches the details of an existing shipment

Fetch purchase receive

Fetches the details of an existing purchase receive

Fetch user

Fetches the details of an existing user

Fetch sales return

Fetches the details of an existing sales return

Fetch credit note

Fetches the details of an existing credit note

Fetch item group

Fetches the details of an existing item group

Fetch item

Fetches the details of an existing item

Create group event

Creates a new group event

Create board from board template

Creates a new board from an existing saved template

Create task in section

Creates a new task in the selected section

Add member to group

Adds a member to the selected group

Add comment in post

Adds a comment in the specified post

Create board

Creates a new board

Add comment in task

Adds a comment in the specified task

Create conversation

Creates a new conversation in the selected group

Create private event

Creates a new private event

Add member to board

Adds a member to the selected board

Create forum post

Creates a new forum post

Invite user

Invites a user to the selected network

Create checklist

Creates a checklist for the specified task

Create group

Creates a new group in the selected network

Create private task

Creates a new private task

Archive task

Archives the selected task

Archive group

Archives the selected group

Unarchive board

Unarchives the selected board

Archive board

Archives the selected board

Unarchive group

Unarchives 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

Build comprehensive workflows using

Webhook triggers

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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.

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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

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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

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