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Customize your Anaplan and Zoho Invoice integration with the following triggers and actions.

Triggers

When this happens…

Zoho Invoice
  • New estimate
    New estimate in Zoho Invoice
  • New invoice
    New invoice in Zoho Invoice
  • Any other trigger you can think up

Actions

Do this…

Anaplan
  • Custom action
    Custom action in Anaplan (Custom)
  • Download dump file
    Download dump file from Anaplan
  • Download file
    Download file from Anaplan
  • Run deletion Batch
    Run deletion in Anaplan
  • Run data export Batch
    Run data export in Anaplan
  • Run data import Batch
    Run data import in Anaplan
  • Run process Batch
    Run process in Anaplan
  • Upload file
    Upload file to Anaplan
  • Any other action you can think up

Zoho Invoice
  • Custom action
    Custom action in Zoho Invoice (Custom)
  • Create estimate
    Create estimate in Zoho Invoice
  • Create invoice
    Create invoice in Zoho Invoice
  • Search items Batch
    Search items in Zoho Invoice
  • Any other action you can think up

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