Integrate Zoho Inventory with EngageBay

Send information between Zoho Inventory and EngageBay automatically, without writing any code, using Zoho Flow.

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A new deal in EngageBay whenever a new order is created in Zoho Inventory

Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in EngageBay for every new order created in Zoho Inventory.

How it works
  1. The flow triggers when a new purchase order is created in Zoho Inventory.
  2. Zoho Flow creates a new deal in EngageBay.
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A new deal in EngageBay whenever a new order is created in Zoho Inventory

Zoho Inventory + EngageBay

Build your own integrations between Zoho Inventory and EngageBay

Connect Zoho Inventory and EngageBay with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho Inventory and EngageBay using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Credit note created

Triggers when a new credit note is created

Transfer order created

Triggers when a new transfer order is created

Bill updated

Triggers when the details of an existing bill are updated

Sales order updated

Triggers when the details of an existing sales order are updated

Customer created

Triggers when a new customer is created

Customer updated

Triggers when the details of an existing customer are updated

Bundle created

Triggers when a new bundle is created

Sales order created

Triggers when a new sales order is created

Vendor created

Triggers when a new vendor is created

Credit note updated

Triggers when the details of an existing credit note are updated

Sales return made

Triggers when a new sales return is made

Bill created

Triggers when a new bill is created

Purchase receive created

Triggers when a new purchase receive is created

Customer payment received

Triggers when a new payment is made by a customer

Package updated

Triggers when the details of an existing package are updated

Inventory adjustment updated

Triggers when an existing inventory adjustment is updated

Invoice created

Triggers when a new invoice is created

Item created

Triggers when a new item is created

Custom module entry updated

Triggers when the details of an existing module entry are updated

Package created

Triggers when a new package is created

Task created

Triggers when a new task is created

Vendor payment received

Triggers when a vendor payment is made

Category created

Triggers when a new category is created

Inventory adjustment made

Triggers when a new inventory adjustment is made

Purchase order created

Triggers when a new purchase order is created

Item updated

Triggers when the details of an existing item are updated

Transfer order updated

Triggers when the details of an existing transfer order are updated

Shipment created

Triggers when a new shipment is created

Custom module entry created

Triggers when a new custom module entry is created

Purchase order updated

Triggers when the details of an existing purchase order are updated

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Purchase receive updated

Triggers when the details of an existing purchase receive are updated

Retainer invoice created

Triggers when a new retainer invoice is created

Invoice updated

Triggers when the details of an existing invoice are updated

Customer payment updated

Triggers when a payment made by a customer is updated

Item group created

Triggers when a new item group is created

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Shipment updated

Triggers when the details of an existing shipment are updated

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Create vendor

Creates a new vendor

Add comment

Adds a new comment to an existing module

Record vendor payment

Records the details of a vendor payment

Mark shipment as delivered

Marks the specified shipment as delivered

Create purchase order

Creates a new purchase order

Create sales return

Creates a new sales return

Create purchase receive

Creates a new purchase receive

Create inventory adjustment

Creates a new inventory adjustment

Create contact person

Creates a new contact person

Create credit note

Creates a new credit note

Create bill

Creates a new bill

Record customer payment

Records the details of a customer payment

Add address

Adds a new address

Create item

Creates a new item

Send purchase order

Sends a purchase order to the specified email addresses

Create bundle

Creates a new bundle

Create sales order

Creates a new sales order

Create invoice

Creates a new invoice

Create package

Creates a new package

Create transfer order

Creates a new transfer order

Create custom module entry

Creates a new custom module entry

Create category

Creates a new category

Create shipment order

Creates a new shipment order

Create customer

Creates a new customer

Create warehouse

Creates a new warehouse

Create retainer invoice

Creates a new retainer invoice

Update invoice

Updates the details of an existing invoice

Update bill status

Updates the status of an existing bill

Update bill

Updates the details of an existing bill

Update credit note

Updates the details of an existing credit note

Update sales order

Updates the details of an existing sales order

Update item

Updates the details of an existing item

Update item status

Updates the status of an existing item

Update vendor

Updates the details of an existing vendor

Update warehouse

Updates the details of an existing warehouse

Update custom module entry

Updates the details of a existing custom module entry

Update category

Updates the details of an existing category

Send invoice

Sends an invoice to the specified email addresses

Update customer

Updates the details of an existing customer

Send sales order

Sends a sales order to the specified email addresses

Update contact person

Updates the details of an existing contact person

Update address

Updates the details of an existing address

Update credit note status

Updates the status of an existing credit note

Mark transfer order as received

Marks the specified transfer order as received

Send credit note

Sends a credit note to the specified email addresses

Update purchase order

Updates the details of an existing purchase order

Update purchase order status

Updates the status of an existing purchase order

Update invoice status

Updates the status of an existing invoice

Update retainer invoice

Updates the details of an existing retainer invoice

Update sales order status

Updates the status of an existing sales order

Fetch retainer invoice

Fetches the details of an existing retainer invoice

Fetch sales return

Fetches the details of an existing sales return

Fetch purchase order

Fetches the details of an existing purchase order

Fetch contact person

Fetches the details of an existing contact person

Fetch sales order

Fetches the details of an existing sales order

Fetch invoice

Fetches the details of an existing invoice

Fetch vendor

Fetches the details of an existing vendor

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch item group

Fetches the details of an existing item group

Fetch customer

Fetches the details of an existing customer

Fetch purchase receive

Fetches the details of an existing purchase receive

Fetch item

Fetches the details of an existing item

Fetch bill

Fetches the details of an existing bill

Fetch user

Fetches the details of an existing user

Fetch task

Fetches the details of an existing task

Fetch shipment

Fetches the details of an existing shipment

Fetch custom module entry

Fetches the details of an existing custom module entry

Fetch package

Fetches the details of an existing package

Fetch warehouse

Fetches the details of an existing warehouse

Fetch transfer order

Fetches the details of an existing transfer order

Fetch credit note

Fetches the details of an existing credit note

Create deal

Creates a new deal

Create contact

Creates a new contact

Create company

Creates a new company

Create task

Creates a new task

Create event

Creates a new event

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

What is Zoho Inventory?

Zoho Inventory is inventory management software that lets you manage all your orders. You can manage your contacts, bills, reports, and generate invoices easily.

Inventory Management Zoho

What is EngageBay?

EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.

CRM Marketing Automation

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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