Do everything in one place

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

Triggers

When this happens…

Rally
  • Deleted record
    Deleted record in Rally
  • New/updated record
    New/updated record in Rally
  • New/updated record Real-time
    New/updated record in Rally
  • 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…

Rally
  • Create record
    Create record in Rally
  • Custom action
    Custom action in Rally
  • Delete record
    Delete record in Rally
  • Download attachment
    Download attachment in Rally
  • Get record
    Get record in Rally
  • Get relational records
    Get relational records in object in Rally
  • Search records
    Search records in Rally
  • Update record
    Update record in Rally
  • 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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