How to connect Braintree + Zoho Invoice
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- New CustomerTriggers when you add a new customer.Trigger
- New TransactionTriggers when you add a new transaction.Trigger
- Create CustomerCreate a new customer.Action
- New Contact PersonTriggers when a new point of contact is added to an existing contact.Trigger
- New ContactTriggers when new contact is created.Trigger
- New EstimateTriggers when a New Estimate is Created.Trigger
- New InvoiceTriggers when a new sales invoice is created.Trigger
- New ItemTriggers when New Item is created.Trigger
- Zoho Invoice
Triggers when a New Project is created.
Instant
Trigger
- Zoho Invoice
Creates a new point of contact for a specific contact.
Scheduled
Action
- Zoho Invoice
Creates a new contact.
Scheduled
Action
- Zoho Invoice
Create New Estimate
Scheduled
Action
- Zoho Invoice
Create New Invoice
Scheduled
Action
- Zoho Invoice
Create New Item
Scheduled
Action
- Zoho Invoice
Finds an Invoice
Scheduled
Action
How Braintree + Zoho Invoice Integrations Work
- Step 1: Authenticate Braintree and Zoho Invoice.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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