Zoho CRM integration with Invoice2go
How to Add new Zoho CRM contacts as Invoice2go clients
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Zoho CRM contacts as Invoice2go clients" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Invoice2go integrations
Invoice2go actions
Nekton can use any feature that is available in Invoice2go API.
Using our advanced AI, you can easily create custom automations for Invoice2go.
Here are some typical actions you can do in your automated workflows.
Create Client
Create a client in Invoice2go
Create Item
Create an item in Invoice2go
About Invoice2go
Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and much more.