Universal Connector

Zoho Invoice and Salesforce integration + automation

Zoho Invoice and Salesforce integrations couldn’t be easier with the Tray Platform’s robust Zoho Invoice and Salesforce connectors, which can connect to any service without the need for separate integration tools.

Zoho Invoice and Salesforce Connector Details

Zoho Invoice

Zoho Invoice

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UsesFinance and Accounting
CategoryERP Systems
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Zoho Invoice connector available at the moment.

To get data in and out of Zoho Invoice, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

Salesforce logo

Salesforce

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray.io is the leader in low-code automation

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