Plumsail Documents + Zoho Inventory Integrations

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Supported triggers and actions

What does this mean?

- Process NameRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Contact NameRequired
  The Display Name of the Contact in Zoho Inventory.
- 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

- Api Docs Info
  API docs for Zoho Inventory are located here https://www.zoho.com/inventory/api/v1/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- Process NameRequired
Action
Write
- Organization
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Organization
- Customer NameRequired
- Contact EmailRequired
- Invoice Number
- Order Number
- Invoice Date
  Supported Date format "YYYY-MM-DD"
- Due Date
  Supported Date format "YYYY-MM-DD"
- Payment Terms
- Tax Type
  You can choose any one of the below Tax types. Only US and Global Edition taxes have been handled.
- Discount Type
  You can choose any one of the below Discount types.
- Item NameRequired
- QuantityRequired
- RateRequired
- Description
- Tax Rate
  Enter the tax rate without % (Eg: 5)
- 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
  Supported date format "YYYY-MM-DD"
- Delivery Method
- Expected Shipment Date
  Supported date format "YYYY-MM-DD"
- Payment terms
- Tax Type
  You can choose any one of the Tax types. Only US and Global Edition taxes have been handled.
- Discount Type
  You can choose any one of the discount types.
- Item NameRequired
- QuantityRequired
- RateRequired
- Description
- Tax Rate
  Enter the tax rate without % (Eg: 5)
- Discount
- warehouse
- Entity Discount
- Shipping Charges
- Order StatusRequired
  You can choose any one of the below order statuses.
- Customer Notes
- Terms and Conditions
Action
Write

How to connect Plumsail Documents + Zoho Inventory

Step 1: Authenticate Plumsail Documents and Zoho Inventory.
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.

Connect apps

Connect Plumsail Documents + Zoho Inventory

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more

Related categories

Documents

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

Get started for free

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Plumsail Documents + Zoho Inventory Integrations

Connect your apps and automate workflows

Process Finished

New Contact

OrganizationRequired

New Item

OrganizationRequired

Create Contact

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

Create Item

OrganizationRequired

Item NameRequired

SkuRequired

UnitRequired

Item Type

Product Type

RateRequired

Purchase RateRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Start Process

Process NameRequired

New Invoice

Organization

New Salesorder

Organization

Create Invoice

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