Integrate Zoho Inventory with Workast

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

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Create a new task in Workast when a new order is created in Zoho Inventory

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Workast each time a new order is made 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 task in Workast.
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Create a new task in Workast when a new order is created in Zoho Inventory

Zoho Inventory + Workast

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Supported triggers and actions

Integrate Zoho Inventory and Workast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Credit note created

Triggers when a new credit note is created

Sales order created

Triggers when a new sales order is created

Sales return made

Triggers when a new sales return is made

Purchase order created

Triggers when a new purchase order is created

Customer created

Triggers when a new customer is created

Package created

Triggers when a new package is created

Bundle created

Triggers when a new bundle is created

Purchase order updated

Triggers when the details of an existing purchase order are updated

Credit note updated

Triggers when the details of an existing credit note are updated

Customer updated

Triggers when the details of an existing customer are updated

Bill created

Triggers when a new bill is created

Shipment updated

Triggers when the details of an existing shipment are updated

Item created

Triggers when a new item is created

Sales order updated

Triggers when the details of an existing sales order are updated

Customer payment updated

Triggers when a payment made by a customer is updated

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Inventory adjustment made

Triggers when a new inventory adjustment is made

Transfer order created

Triggers when a new transfer order is created

Purchase receive created

Triggers when a new purchase receive is created

Category created

Triggers when a new category 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

Item group created

Triggers when a new item group is created

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Custom module entry created

Triggers when a new custom module entry is created

Vendor created

Triggers when a new vendor is created

Bill updated

Triggers when the details of an existing bill are updated

Retainer invoice created

Triggers when a new retainer invoice is created

Purchase receive updated

Triggers when the details of an existing purchase receive are updated

Invoice created

Triggers when a new invoice is created

Invoice updated

Triggers when the details of an existing invoice are updated

Transfer order updated

Triggers when the details of an existing transfer order are updated

Task created

Triggers when a new task is created

Inventory adjustment updated

Triggers when an existing inventory adjustment is updated

Custom module entry updated

Triggers when the details of an existing module entry are updated

Vendor payment received

Triggers when a vendor payment is made

Shipment created

Triggers when a new shipment is created

Item updated

Triggers when the details of an existing item are updated

Task created

Triggers when a new task is created in a space

All Actions - Actions are the automated tasks

Create custom module entry

Creates a new custom module entry

Add comment

Adds a new comment to an existing module

Create shipment order

Creates a new shipment order

Create invoice

Creates a new invoice

Add address

Adds a new address

Create customer

Creates a new customer

Send purchase order

Sends a purchase order to the specified email addresses

Create bundle

Creates a new bundle

Create purchase order

Creates a new purchase order

Create contact person

Creates a new contact person

Record customer payment

Records the details of a customer payment

Create bill

Creates a new bill

Create item

Creates a new item

Create package

Creates a new package

Create inventory adjustment

Creates a new inventory adjustment

Create purchase receive

Creates a new purchase receive

Create credit note

Creates a new credit note

Create warehouse

Creates a new warehouse

Create sales return receive

Creates a new sales return receive

Mark shipment as delivered

Marks the specified shipment as delivered

Create sales order

Creates a new sales order

Create sales return

Creates a new sales return

Create vendor

Creates a new vendor

Create retainer invoice

Creates a new retainer invoice

Create transfer order

Creates a new transfer order

Create category

Creates a new category

Record vendor payment

Records the details of a vendor payment

Update item status

Updates the status of an existing item

Update invoice status

Updates the status of an existing invoice

Update sales order status

Updates the status of an existing sales order

Send credit note

Sends a credit note to the specified email addresses

Update warehouse

Updates the details of an existing warehouse

Mark transfer order as received

Marks the specified transfer order as received

Update purchase order status

Updates the status of an existing purchase order

Update purchase order

Updates the details of an existing purchase order

Update retainer invoice

Updates the details of an existing retainer invoice

Update category

Updates the details of an existing category

Update credit note status

Updates the status of an existing credit note

Update customer

Updates the details of an existing customer

Update bill

Updates the details of an existing bill

Update contact person

Updates the details of an existing contact person

Update custom module entry

Updates the details of a existing custom module entry

Update address

Updates the details of an existing address

Update vendor

Updates the details of an existing vendor

Update item

Updates the details of an existing item

Send invoice

Sends an invoice to the specified email addresses

Send sales order

Sends a sales order to the specified email addresses

Update invoice

Updates the details of an existing invoice

Update bill status

Updates the status of an existing bill

Update sales order

Updates the details of an existing sales order

Update credit note

Updates the details of an existing credit note

Fetch user

Fetches the details of an existing user

Fetch retainer invoice

Fetches the details of an existing retainer invoice

Fetch custom module entry

Fetches the details of an existing custom module entry

Fetch bill

Fetches the details of an existing bill

Fetch shipment

Fetches the details of an existing shipment

Fetch item

Fetches the details of an existing item

Fetch transfer order

Fetches the details of an existing transfer order

Fetch item group

Fetches the details of an existing item group

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch purchase order

Fetches the details of an existing purchase order

Fetch customer

Fetches the details of an existing customer

Fetch sales order

Fetches the details of an existing sales order

Fetch task

Fetches the details of an existing task

Fetch sales return

Fetches the details of an existing sales return

Fetch invoice

Fetches the details of an existing invoice

Fetch contact person

Fetches the details of an existing contact person

Fetch vendor

Fetches the details of an existing vendor

Fetch package

Fetches the details of an existing package

Fetch credit note

Fetches the details of an existing credit note

Fetch warehouse

Fetches the details of an existing warehouse

Fetch purchase receive

Fetches the details of an existing purchase receive

Create Space

Creates a new Space

Create task

Creates a new task

Move task

Move tasks between Spaces

Mark task as completed

Marks a task as completed

Fetch user

Fetches the details of an existing user by email address

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 Workast?

Workast is a collaborative task management tool for teams on Slack. It lets teams create tasks, organize daily work, manage projects and more.

Task Management

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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