Workiz + Zoho Inventory

Workiz + Zoho Inventory integrations

Create contacts in Zoho Inventory for new leads in Workiz

Streamline your lead management process with this workflow. Whenever a new lead pops up in Workiz, a contact is instantly established in Zoho Inventory. It saves you the trouble of manually importing data, freeing you up to focus on other important tasks. Efficient and time-saving, this automation enhances overall productivity in managing your leads.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create ContactCreates a new contact.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Workiz and Zoho Inventory

Discover other triggers and actions you can use with Workiz and Zoho Inventory

Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
Try It
Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
Action
Write
- Organization
Trigger
Instant
Try It

- Organization
Trigger
Instant
Try It
- Organization
- Customer Name
  Required
- Contact Email
  Required
- Invoice Number
- Order Number
- Invoice Date
- Due Date
- Payment Terms
- Tax Type
- Discount Type
- Item Name
  Required
- Quantity
  Required
- Rate
  Required
- Description
- Tax Rate
- Discount
- Entity Discount
- Shipping Charge
- Customer Notes
- Terms and Conditions
Action
Write

- Organization
- Customer Name
  Required
- Contact Email
  Required
- Sales order Number
- Reference Number
- Sales order Date
- Delivery Method
- Expected Shipment Date
- Payment terms
- Tax Type
- Discount Type
- Item Name
  Required
- Quantity
  Required
- Rate
  Required
- Description
- Tax Rate
- Discount
- warehouse
- Entity Discount
- Shipping Charges
- Order Status
  Required
- Customer Notes
- Terms and Conditions
Action
Write

Job Status Change
Triggers when a job status is changed
Trigger
Polling
Try It
New Job
Triggers when a new job is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Contact Name
  Required
- 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
- Organization
  Required
- Item Name
  Required
- Sku
  Required
- Unit
  Required
- Item Type
- Product Type
- Rate
  Required
- Purchase Rate
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

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.

HelpHelp

Related categories

eCommerce

Zoho