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Customize your Paylocity 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…

Paylocity
  • Create record
    Create record details in Paylocity
  • Custom action
    Custom action in Paylocity
  • Get record details by ID
    Get record details in Paylocity
  • Search record
    Search records in Paylocity
  • Update record
    Update record details in Paylocity
  • 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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