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Bigin by Zoho CRM + Zoho Inventory

Create new deals in Bigin by Zoho CRM for every new invoice in Zoho Inventory

Boost your business productivity by letting this workflow streamline your accounting and customer relationship management. When a new invoice comes up in Zoho Inventory, a corresponding deal is instantly created in Bigin by Zoho CRM. No more manual data entry means more time focusing on more important business tasks, ensuring your sales and accounting teams are always aligned and updated.

Boost your business productivity by letting this workflow streamline your accounting and customer relationship management. When a new invoice comes up in Zoho Inventory, a corresponding deal is instantly created in Bigin by Zoho CRM. No more manual data entry means more time focusing on more important business tasks, ensuring your sales and accounting teams are always aligned and updated.

  1. When this happens...
    Zoho InventoryZoho Inventory
    New Invoice

    Triggers when a new invoice is created.

    TriggerInstant
  2. automatically do this!
    Bigin by Zoho CRMBigin by Zoho CRM
    Create Pipeline Record

    Creates a new pipeline record

    ActionWrite
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Supported triggers and actions

What does this mean?

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    • Contact NameRequired

    • Company Name

    • Contact Type

    • Salutation

    • First Name

    • Last Name

    • Mobile

    • Phone

    • Email

    • Website

    • Billing Attention

    • Billing Address Street 1

    • Billing Address Street 2

    • Billing City

    • Billing State

    • Billing Zip

    • Billing Country

    • Billing Fax

    • Billing Phone

    • Shipping Attention

    • Shipping Address Street 1

    • Shipping Address Street 2

    • Shipping City

    • Shipping State

    • Shipping Zip

    • Shipping Country

    • Shipping Fax

    • Shipping Phone

    • Notes

    Action
    Write

    • OrganizationRequired

    • Item NameRequired

    • SkuRequired

    • UnitRequired

    • Item Type

    • Product Type

    • RateRequired

    • Purchase RateRequired

    Action
    Write

    • Organization

    Trigger
    Instant
    Try It

    • Organization

    Trigger
    Instant
    Try It

    • Organization

    • Customer NameRequired

    • Contact EmailRequired

    • Invoice Number

    • Order Number

    • Invoice Date

    • Due Date

    • Payment Terms

    • Tax Type

    • Discount Type

    • Item NameRequired

    • QuantityRequired

    • RateRequired

    • Description

    • Tax Rate

    • Discount

    • Entity Discount

    • Shipping Charge

    • Customer Notes

    • Terms and Conditions

    Action
    Write

    • Organization

    • Customer NameRequired

    • Contact EmailRequired

    • Sales order Number

    • Reference Number

    • Sales order Date

    • Delivery Method

    • Expected Shipment Date

    • Payment terms

    • Tax Type

    • Discount Type

    • Item NameRequired

    • QuantityRequired

    • RateRequired

    • Description

    • Tax Rate

    • Discount

    • warehouse

    • Entity Discount

    • Shipping Charges

    • Order StatusRequired

    • Customer Notes

    • Terms and Conditions

    Action
    Write
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About Bigin by Zoho CRM

Bigin is a sales pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
zoho-inventory logo
zoho-inventory logo

About Zoho Inventory

Zoho Inventory is inventory management software for growing businesses to increase the sales and keep track of every unit with powerful stock management, order fulfillment, and inventory control.

Related categories

Related Zap Templates

  • Create or update contacts in Bigin by Zoho CRM when new contacts appear in Zoho Inventory
  • Create new items in Zoho Inventory for every new company in Bigin by Zoho CRM

Related Zap Templates

 

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