Integrate Zoho POS with Zoho CRM
Send information between Zoho POS and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new sales order in Zoho POS when a new lead is created in Zoho CRM
Integrate Zoho CRM with Zoho POS using Zoho Flow. Whenever a new lead is created in Zoho CRM, Zoho Flow automatically creates a new sales order in Zoho POS. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new lead is created in Zoho CRM.
- Zoho Flow creates a new sales order in Zoho POS.
Create a new sales order in Zoho POS when a new lead is created in Zoho CRM
Zoho CRM + Zoho POS
Update details of an existing invoice in Zoho POS when a new lead is created in Zoho CRM
Integrate Zoho CRM with Zoho POS using Zoho Flow. Whenever a new lead is created in Zoho CRM, Zoho Flow automatically updates details of an existing invoice in Zoho POS. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new lead is created in Zoho CRM.
- Zoho Flow updates details of an existing invoice in Zoho POS.
Update details of an existing invoice in Zoho POS when a new lead is created in Zoho CRM
Zoho CRM + Zoho POS
Send a credit note to the mentioned email addresses in Zoho POS when a new lead is created in Zoho CRM
Integrate Zoho CRM with Zoho POS using Zoho Flow. Whenever a new lead is created in Zoho CRM, Zoho Flow automatically sends a credit note to the mentioned email addresses in Zoho POS. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new lead is created in Zoho CRM.
- Zoho Flow sends a credit note to the mentioned email addresses in Zoho POS.
Send a credit note to the mentioned email addresses in Zoho POS when a new lead is created in Zoho CRM
Zoho CRM + Zoho POS
Create a new credit note in Zoho POS when a new lead is created in Zoho CRM
Integrate Zoho CRM with Zoho POS using Zoho Flow. Whenever a new lead is created in Zoho CRM, Zoho Flow automatically creates a new credit note in Zoho POS. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new lead is created in Zoho CRM.
- Zoho Flow creates a new credit note in Zoho POS.
Create a new credit note in Zoho POS when a new lead is created in Zoho CRM
Zoho CRM + Zoho POS
Update the status of an existing invoice in Zoho POS when a new lead is created in Zoho CRM
Integrate Zoho CRM with Zoho POS using Zoho Flow. Whenever a new lead is created in Zoho CRM, Zoho Flow automatically updates the status of an existing invoice in Zoho POS. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new lead is created in Zoho CRM.
- Zoho Flow updates the status of an existing invoice in Zoho POS.
Update the status of an existing invoice in Zoho POS when a new lead is created in Zoho CRM
Zoho CRM + Zoho POS
Update details of a customer in Zoho POS when a new lead is created in Zoho CRM
Integrate Zoho CRM with Zoho POS using Zoho Flow. Whenever a new lead is created in Zoho CRM, Zoho Flow automatically updates details of a customer in Zoho POS. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new lead is created in Zoho CRM.
- Zoho Flow updates details of a customer in Zoho POS.
Update details of a customer in Zoho POS when a new lead is created in Zoho CRM
Zoho CRM + Zoho POS
Fetch the details of an existing sales order in Zoho POS when a new lead is created in Zoho CRM
Integrate Zoho CRM with Zoho POS using Zoho Flow. Whenever a new lead is created in Zoho CRM, Zoho Flow automatically fetches the details of an existing sales order in Zoho POS. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new lead is created in Zoho CRM.
- Zoho Flow fetches the details of an existing sales order in Zoho POS.
Fetch the details of an existing sales order in Zoho POS when a new lead is created in Zoho CRM
Zoho CRM + Zoho POS
Fetch details of a bill in Zoho POS when a new lead is created in Zoho CRM
Integrate Zoho CRM with Zoho POS using Zoho Flow. Whenever a new lead is created in Zoho CRM, Zoho Flow automatically fetches details of a bill in Zoho POS. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new lead is created in Zoho CRM.
- Zoho Flow fetches details of a bill in Zoho POS.
Fetch details of a bill in Zoho POS when a new lead is created in Zoho CRM
Zoho CRM + Zoho POS
Build your own integrations between Zoho POS and Zoho CRM
Connect Zoho POS and Zoho CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho POS and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Purchase order updated
Triggers when details of a purchase order are updated
Sales order udpated
Triggers when details of an existing sales order are updated
Sales return made
Triggers when a new sales return is made
Item updated
Triggers when details of an existing item are updated
Vendor updated
Triggers when details of an existing vendor are updated
Invoice created
Triggers when a new invoice is created
Item created
Triggers when a new item is created
Package updated
Triggers when details of an existing package are updated
Sales return updated
Triggers when details of an existing sales return are updated
Vendor payment made
Triggers when a new vendor payment is made
Customer payment updated
Triggers when details of a payment done by an existing customer are updated
Purchase receive updated
Triggers when the details of an existing purchase receive are updated
Package created
Triggers when a new package is created
Transfer order created
Triggers when a new transfer order is created
Customer updated
Triggers when details of an existing customer are updated
Credit note updated
Triggers when the details of an existing credit note are updated
Picklist updated
Triggers when an existing picklist is updated
Customer payment received
Triggers when a new payment is received from a customer
Purchase order created
Triggers when a new purchase order is created
Bill updated
Triggers when the details of an existing bill are updated
Inventory adjustment made
Triggers when an inventory adjustment is recorded
Credit note created
Triggers when a new credit note is created
Inventory adjustment updated
Triggers when an existing inventory adjustment is updated
Item group updated
Triggers when an existing item group is updated
Item group created
Triggers when a new item group is created
Invoice updated
Triggers when an existing invoice is updated
Transfer order updated
Triggers when details of an existing transfer order are updated
Picklist created
Triggers when a new picklist is created
Purchase receive created
Triggers when items from a purchase order are marked as received
Vendor payment updated
Triggers when details of an existing vendor payment are updated
Customer created
Triggers when a new customer is created
Bill created
Triggers when a new bill is created
Vendor created
Triggers when a new vendor is created
Sales order created
Triggers when a new sales order is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
Send invoice
Sends an invoice to the mentioned email address
Create inventory adjustment
Creates a new inventory adjustment
Create purchase order
Creates a new purchase order
Create package
Creates a new package
Create sales order
Creates a new sales order
Add comment
Adds a new comment to an existing module
Update sales order status
Updates the status of an existing sales order
Create contact person
Creates a new contact person
Update purchase order
Updates details of an existing purchase order
Update sales order
Updates details of an existing sales order
Update vendor
Updates details of an existing vendor
Update invoice
Updates details of an existing invoice
Fetch vendor
Fetches details of an existing vendor
Fetch transfer order
Fetches details of a transfer order
Fetch sales return
Fetches details of a sales return
Create invoice
Creates a new invoice
Create sales return
Creates a new sales return
Send credit note
Sends a credit note to the mentioned email addresses
Create customer
Creates a new customer
Create purchase receive
Creates a new purchase receive
Update credit note status
Updates the status of an existing credit note
Record vendor advance payment
Records details of an advance payment made to a vendor
Send purchase order
Sends a purchase order to the mentioned email addresses
Update bill status
Updates the status of an existing bill
Create credit note
Creates a new credit note
Create bill
Creates a new bill
Create item
Creates a new item
Send sales order
Sends a sales order to the mentioned email addresses
Update item status
Updates the status of an existing item
Update purchase order satus
Updates the status of an existing purchase order
Record vendor payment
Records payment made to a vendor
Update invoice status
Updates the status of an existing invoice
Record customer advance payment
Records payment details made by a customer in advance
Record customer payment
Records payment made by a customer
Create transfer order
Creates a new transfer order
Create vendor
Creates a new vendor
Update item
Updates details of an existing item
Update customer
Updates details of a customer
Update credit note
Updates details of a credit note
Update contact person
Updates contact details of a person
Update bill
Updates details of an existing bill
Fetch purchase order
Fetches details of a purchase order
Fetch customer
Fetches details of an existing customer
Fetch contact person
Fetches contact details of a person
Fetch sales order
Fetches the details of an existing sales order
Fetch credit note
Fetches details of an existing credit note
Fetch package
Fetches package details
Fetch invoice
Fetches details of an invoice
Fetch item
Fetches details of an existing item
Fetch purchase receive
Fetches details of a purchase receive
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch bill
Fetches details of a bill
Update related module entry
Relates an entry in this module with an entry in another module
Draft email
Drafts an email for the selected record
Enroll cadence
Enrolls an existing record to a cadence
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Add user
Adds a new user
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch inventory template
Fetches an inventory template using ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
What is Zoho POS?
Similar apps
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
