Customer.io and Zoho Invoice Integration

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Automatically trigger personalized Customer.io campaigns upon Zoho Invoice payment. With Latenode, build custom logic using JavaScript and scale affordably by paying only for execution time, making complex workflows simple.

Customer.io + Zoho Invoice integration

Connect Customer.io and Zoho Invoice in minutes with Latenode.

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Automate your workflow

Swap Apps

Customer.io

Zoho Invoice

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Customer.io and Zoho Invoice

Create a New Scenario to Connect Customer.io and Zoho Invoice

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Customer.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Customer.io or Zoho Invoice will be your first step. To do this, click "Choose an app," find Customer.io or Zoho Invoice, and select the appropriate trigger to start the scenario.

Add the Customer.io Node

Select the Customer.io node from the app selection panel on the right.

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Customer.io

Configure the Customer.io

Click on the Customer.io node to configure it. You can modify the Customer.io URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Zoho Invoice Node

Next, click the plus (+) icon on the Customer.io node, select Zoho Invoice from the list of available apps, and choose the action you need from the list of nodes within Zoho Invoice.

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Authenticate Zoho Invoice

Now, click the Zoho Invoice node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Invoice settings. Authentication allows you to use Zoho Invoice through Latenode.

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Configure the Customer.io and Zoho Invoice Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Set Up the Customer.io and Zoho Invoice Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that donโ€™t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Customer.io, Zoho Invoice, and any additional nodes, donโ€™t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking โ€œRun onceโ€ and triggering an event to check if the Customer.io and Zoho Invoice integration works as expected. Depending on your setup, data should flow between Customer.io and Zoho Invoice (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Customer.io and Zoho Invoice

Customer.io + Zoho Invoice + Slack: When a new customer is created or updated in Customer.io, an invoice is created in Zoho Invoice, and a notification is sent to a designated Slack channel to inform the sales team of the new invoice.

Zoho Invoice + Customer.io + Zoho CRM: When an invoice is created in Zoho Invoice, the customer's status is updated in Customer.io, and a note is added to the customer's record in Zoho CRM to reflect the new invoice.

Customer.io and Zoho Invoice integration alternatives

About Customer.io

Use Customer.io in Latenode to automate personalized messaging based on real-time user behavior. React instantly to events like purchases or sign-ups. Build flows that segment users, trigger custom emails, and update profiles automatically. Orchestrate complex campaigns and keep data consistent across platforms.

About Zoho Invoice

Use Zoho Invoice in Latenode to automate invoice creation and payment tracking. Trigger invoice generation from CRM updates or schedule recurring invoices without manual work. Latenode adds flexible logic, data transformation, and custom notifications to your invoicing workflows. Integrate directly with accounting tools and payment gateways, all in one visual automation.

See how Latenode works

FAQ Customer.io and Zoho Invoice

How can I connect my Customer.io account to Zoho Invoice using Latenode?

To connect your Customer.io account to Zoho Invoice on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Customer.io and click on "Connect".
  • Authenticate your Customer.io and Zoho Invoice accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate invoice creation from new Customer.io customers?

Yes, you can! Latenode lets you automatically create Zoho Invoice invoices when new customers are added to Customer.io, saving you time and ensuring prompt billing.

What types of tasks can I perform by integrating Customer.io with Zoho Invoice?

Integrating Customer.io with Zoho Invoice allows you to perform various tasks, including:

  • Create a Zoho Invoice invoice when a new Customer.io customer is created.
  • Update Customer.io profiles with invoice payment status from Zoho Invoice.
  • Send personalized Customer.io messages based on invoice due dates.
  • Trigger Customer.io campaigns upon invoice creation in Zoho Invoice.
  • Log invoice details from Zoho Invoice in Customer.io customer notes.

What Customer.io events can trigger workflows within Latenode?

Latenode supports triggers for new customers, segment entries/exits, and custom events, enabling powerful automations.

Are there any limitations to the Customer.io and Zoho Invoice integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript knowledge.
  • Real-time updates depend on the polling interval of the apps.
  • API rate limits of Customer.io and Zoho Invoice still apply.

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