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Hi Nick,
Yes, using custom functions you will be able to script a deluge code which will create an action in Zoho Projects. In Zoho Inventory, you can create a workflow which triggers on the event of Purchase order creation. All you require is a script which points to the desired Zoho Project API endpoint. Please feel free to write to support.us@zohoinventory.com for more information on the same.
Thanks
Bijoy M B
Zoho Inventory
Hi,
I just want to know if this is possible with Automation:-
When I close a deal in CRM your integration will push that closure as an invoice into Zoho Inventory, but the invoice contains only the description of the item. it doesn't carry the actual item, which is pointless.
With Automation can I create an actual invoice in Zoho Inventory with the real item that can deduct the stock.
Maybe we can delete the description invoice and create a real one in its place !!!
Thanks,
Lesley
Hi Nick,
The invoices created under Zoho Finance module in CRM will be directly synced into Zoho Inventory along with the item details. However sales orders created under the native CRM module will not be synced to Zoho Inventory. As you have mentioned, using custom functions you will be able to push the invoice/ sales orders to Zoho Inventory from CRM with actual items which will in turn reduce the stock quantities.
Please feel free to write to support.us@zohoinventory.com for more information on the same.
Thanks
Bijoy M B
Zoho Inventory
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