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Zapier makes it easy to integrate Shopify with Zoho Invoice - no code necessary. See how you can get setup in minutes.

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Shopify
Shopify logo
Shopify
1. Choose trigger event
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Zoho Invoice
Zoho Invoice logo
Zoho Invoice
2. Choose action
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1. Select the event
Setup
Test
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Shopify
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Blog" from Shopify.

Add your action

An action happens after the trigger—such as "Create Contact Person" in Zoho Invoice.

You’re connected!

Zapier seamlessly connects Shopify and Zoho Invoice, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Shopify triggers, actions, and search
    New Blog

    Triggers when a new blog is added to your Shopify store.

    Trigger
    Polling
    Try It
    • Risk Level
    Trigger
    Polling
    Try It
  • Shopify triggers, actions, and search
    New Cancelled Order

    Triggers whenever an order is cancelled (with line item support).

    Trigger
    Instant
    Try It
  • Shopify triggers, actions, and search
    New Customer

    Triggers when a new customer is added to your Shopify account.

    Trigger
    Instant
    Try It
    • Blog
      Required
    • Blog Entry Status
    Trigger
    Polling
    Try It
    • Abandoned Cart Age (Hours)
      Required
    Trigger
    Polling
    Try It
  • Shopify triggers, actions, and search
    New Draft Order

    Triggers when a new draft order is created.

    Trigger
    Instant
    Try It

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Connect Shopify and Zoho Invoice to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Shopify on the Zapier blog

Learn how to automate Zoho Invoice on the Zapier blog

Make work flow with AI

Level up your Shopify to Zoho Invoice integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Shopify + Zoho Invoice integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Shopify and Zoho Invoice

How can I link my Shopify store to Zoho Invoice?

To link your Shopify store to Zoho Invoice, you need to establish a connection through our platform. This involves creating a zap where Shopify acts as the trigger app and Zoho Invoice as the action app. Once set up, each action in Shopify, such as a 'New Order', can automatically generate an invoice in Zoho.

What triggers are available when integrating Shopify with Zoho Invoice?

The integration allows triggers based on various actions in Shopify, such as 'New Customer', 'New Order', and 'Order Cancellation'. These triggers can initiate automated workflows that perform specific actions like creating invoices or updating records in Zoho Invoice.

Can I automatically generate invoices for new orders on Shopify in Zoho Invoice?

Yes, with the integration setup, you can create automation where every new order on your Shopify store generates an invoice directly in Zoho Invoice. This is configured using the 'New Order' trigger from Shopify and setting the appropriate actions in Zoho.

Is it possible to update customer details in Zoho Invoice when updated on Shopify?

Absolutely! You can create a zap with triggers like 'Customer Updated' from Shopify to ensure that any changes in customer information are automatically updated in your Zoho Invoice records.

How do I handle refunds processed through Shopify when using the integration with Zoho Invoice?

When a refund is processed on Shopify, it can trigger an action within our system that updates or creates credit notes within Zoho Invoice based on your configuration. This ensures that both systems reflect accurate financial details.

Are there any limitations or important points to keep in mind when syncing data between these two platforms?

When setting up integrations between Shopify and Zoho Invoice, ensure that your workflows reflect current business logic. While most standard processes are supported, complex custom workflows might require additional configuration or could face limitations due to API restrictions.

What kind of support do you provide if I encounter issues during the integration setup?

We offer comprehensive support including guides and tutorials for setting up integrations. If you encounter any issues, our customer service team is ready to assist you via email or chat for more personalized help.

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About Shopify
Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.
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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.
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