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

Triggers

When this happens…

Salesforce CPQ
  • Object created
    Object created in Salesforce CPQ
  • Daily object review
    Daily Object review in Salesforce CPQ
  • Object created/updated
    Object created/updated in Salesforce CPQ
  • Any other trigger you can think up

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…

Salesforce CPQ
  • Custom action
    Custom action in Salesforce CPQ (Custom)
  • Create object
    Create object in Salesforce CPQ
  • Get related objects Batch
    Get related object list in Salesforce CPQ
  • Search objects Batch
    Search for objects in Salesforce CPQ
  • Update object
    Update object in Salesforce CPQ
  • 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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