Do everything in one place
Customize your SalesLoft and Zoho Invoice integration with the following
triggers and actions.
Triggers
When this happens…
SalesLoft
- New recordNew object in SalesLoft
- New/updated recordNew/updated object in SalesLoft
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…
SalesLoft
- Create recordCreate object in SalesLoft
- Custom actionCustom action in SalesLoft
- Delete recordDelete object in SalesLoft
- Get recordGet object by ID in SalesLoft
- Search recordsSearch objects in SalesLoft
- Update recordUpdate object in SalesLoft
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
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