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Birdeye + Zoho Invoice

Create new Birdeye customers from new Zoho Invoice invoices

Keep track of your new clients by using this efficient workflow. When you create a new invoice in Zoho Invoice, it will seamlessly add a new customer to Birdeye. It's a simple and intuitive way to ensure your customer base is consistently updated, saving you time and eliminating manual data entry. Enhance your business efficiency with this streamlined process.

Keep track of your new clients by using this efficient workflow. When you create a new invoice in Zoho Invoice, it will seamlessly add a new customer to Birdeye. It's a simple and intuitive way to ensure your customer base is consistently updated, saving you time and eliminating manual data entry. Enhance your business efficiency with this streamlined process.

  1. When this happens...
    Zoho InvoiceZoho Invoice
    New Invoice

    Triggers when a new sales invoice is created.

    TriggerInstant
  2. automatically do this!
    BirdeyeBirdeye
    Create Customer

    Creates a new customer for a specified business.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Organization

    • ContactRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Instant
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    • OrganizationRequired

    Trigger
    Instant
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    • OrganizationRequired

    • Status

    Trigger
    Instant
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    • OrganizationsRequired

    Trigger
    Instant
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    • OrganizationsRequired

    Trigger
    Instant
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    • OrganizationsRequired

    Trigger
    Instant
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    • OrganizationRequired

    Trigger
    Instant
    Try It
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birdeye logo

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

Related categories

  • Reviews
zoho-invoice logo
zoho-invoice logo

About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.
Learn moreHelp

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