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Zoho Inventory + Microsoft Excel + Zoho Forms Integrations

How to connect Zoho Inventory + Microsoft Excel + Zoho Forms

Zapier lets you send info between Zoho Inventory and Microsoft Excel and Zoho Forms automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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Choose an Action
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Do even more with Zoho Inventory + Microsoft Excel + Zoho Forms

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Zoho Inventory, Microsoft Excel, and Zoho Forms. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • 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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How Zoho Inventory + Microsoft Excel + Zoho Forms Integrations Work

  1. Step 1: Authenticate Zoho Inventory, Microsoft Excel, and Zoho Forms.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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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

  • eCommerce
  • Zoho
excel logo
excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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