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Zoho Inventory + Zoho Invoice

Create salesorders in Zoho Inventory from new estimates in Zoho Invoice

When a new estimate is generated in Zoho Invoice, having a system set up to promptly create a corresponding sales order in Zoho Inventory can significantly streamline your inventory management process. This workflow promptly turns your estimates into sales orders, enhancing efficiency and reducing manual data entry. Experience smooth, consistent, and error-free transfer of information between your Zoho apps.

When a new estimate is generated in Zoho Invoice, having a system set up to promptly create a corresponding sales order in Zoho Inventory can significantly streamline your inventory management process. This workflow promptly turns your estimates into sales orders, enhancing efficiency and reducing manual data entry. Experience smooth, consistent, and error-free transfer of information between your Zoho apps.

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

    Triggers when a New Estimate is Created.

    TriggerInstant
  2. automatically do this!
    Zoho InventoryZoho Inventory
    Create Salesorder

    Creates a Salesorder

    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
zoho-inventory logo
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
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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