LoopfourZoho Inventory
Connect Zoho Inventory to Loopfour and see the jobs a workflow can do there, from turning sales orders into invoices to raising purchase orders.
Loopfour can work through your order-to-cash and purchasing steps in Zoho Inventory: orders, invoices, purchase orders, stock, packages and shipments.
- TriggerEvery weekday morning
- StepList confirmed sales orders
- StepConvert the order to an invoice
- StepEmail the invoice to the customer
- OutputInvoice sent from Zoho Inventory
What you can do
- Sales orders: create, update, confirm and void sales orders; convert one to an invoice.
- Invoices: create, update and delete invoices; email an invoice to the customer; mark one as sent; download its PDF.
- Purchase orders: create, update and delete purchase orders.
- Stock: list and record inventory adjustments.
- Shipping: create packages and shipment orders for a sales order.
- Items and contacts: add, update, delete and search items and customers or vendors.
All of these are in the step's action list.
Connect
Zoho Inventory connects by signing in. Use a Zoho login with access to the organization your workflows will use.
Open Integrations
Select Integrations in the sidebar and find Zoho Inventory.
Sign in to Zoho
Select Connect, sign in to Zoho in the window that opens, and allow access.
Add your organization ID to each step
On each Zoho Inventory step, pick the account in Zoho Inventory Account and enter your Zoho organization ID in Organization ID. Zoho shows the ID in your organization's profile settings.
Good to know
- Converting an order may not copy its lines. Zoho Inventory has no single "convert to invoice" call, so add the order's lines to the invoice details, or read the order first and build the invoice from it. Check the first invoices this creates.
- Marking an invoice as sent does not email it. Use the email job to send it to the customer.
- There are no journal entry jobs. Post entries in your general ledger system.
Choose a finance job
Browse Finance playbooks for patterns to adapt. Check this page's supported jobs before substituting this system for one named in a playbook. For a different job, describe the workflow in chat.