Do everything in one place
Customize your Namely and Zoho Invoice integration with the following
triggers and actions.
Triggers
When this happens…
Namely
- New eventNew event in Namely
- New employee profileNew employee profile in Namely
- New/updated employee profileNew or updated employee profile in Namely
Any other trigger you can think up
Zoho Invoice
- New estimateNew estimate in Zoho Invoice
- New invoiceNew invoice in Zoho Invoice
Any other trigger you can think up
Actions
Do this…
Namely
- Custom actionCustom action in Namely (Custom)
- Create status postPost new status on Namely
- Get employee profile details by IDGet employee profile details in Namely
- Post commentPost comment in Namely
- Search people profiles BatchSearch people profiles in Namely
- Update people profileUpdate people profile in Namely
Any other action you can think up
Zoho Invoice
- Custom actionCustom action in Zoho Invoice (Custom)
- Create estimateCreate estimate in Zoho Invoice
- Create invoiceCreate invoice in Zoho Invoice
- Search items BatchSearch items in Zoho Invoice
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work