Getting Started with Zoho Invoice

Follow these steps to connect your Zoho Invoice and automate your tasks effortlessly.

Step 1: Select Zoho Invoice from viaSocket’s Library of Apps

Find Zoho Invoice : Use the search bar to locate Zoho Invoice from the list of available apps.

Select Zoho Invoice : Click on Zoho Invoice to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Zoho Invoice, viaSocket will prompt you to authenticate your Zoho Invoice account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Invoice data. Click 'Accept' to proceed.

Log In to Zoho Invoice: If you are not already logged in, you will be asked to log into your Zoho Invoice account.

Map Data Fields, Test and Save

Now map data from Zoho Invoice to other apps or use other apps data to perform actions in Zoho Invoice app.

For example, in the below image whenever a new record is created or updated in Airtable, we search for job openings in Zoho Invoice and send mails using Zoho Invoice.

Before finalizing, run a test to ensure everything is set up correctly. 

Once you are satisfied with the test results, save your step.