Magento and Zoho Invoice Integration

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Automatically create Zoho Invoice invoices from new Magento orders, streamlining accounting. Latenode's visual editor combines no-code ease with JavaScript for advanced logic, plus affordable execution-based pricing.

Magento + Zoho Invoice integration

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Automate your workflow

Swap Apps

Magento

Zoho Invoice

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Magento and Zoho Invoice

Create a New Scenario to Connect Magento and Zoho Invoice

In the workspace, click the “Create New Scenario” button.

Add the First Step

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

Add the Magento Node

Select the Magento node from the app selection panel on the right.

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Magento

Configure the Magento

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

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Connect Magento

Sign In

Run node once

Add the Zoho Invoice Node

Next, click the plus (+) icon on the Magento 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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Zoho Invoice

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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Connect Zoho Invoice

Sign In

Run node once

Configure the Magento 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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Zoho Invoice Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Magento 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 don’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 Magento, Zoho Invoice, and any additional nodes, don’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 “Run once” and triggering an event to check if the Magento and Zoho Invoice integration works as expected. Depending on your setup, data should flow between Magento 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 Magento and Zoho Invoice

Magento + Zoho Invoice + Slack: When a new order is placed in Magento, an invoice is automatically created in Zoho Invoice. A notification is then sent to a designated Slack channel to inform the sales team of the new order and invoice creation.

Zoho Invoice + Zoho CRM + Magento: When an invoice is paid in Zoho Invoice, the corresponding customer record in Zoho CRM is updated. Subsequently, a sales order comment is created in Magento to track this payment against the customer's order.

Magento and Zoho Invoice integration alternatives

About Magento

Automate Magento tasks in Latenode. Sync product data, track orders, manage customers across your systems without code. Connect Magento to CRMs, marketing tools, and accounting software to streamline e-commerce operations. Use AI to personalize offers and segment audiences. Latenode’s visual editor makes automation simple, scalable, and cost-effective.

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 Magento and Zoho Invoice

How can I connect my Magento account to Zoho Invoice using Latenode?

To connect your Magento account to Zoho Invoice on Latenode, follow these steps:

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

Can I automate invoice creation after a Magento order?

Yes, you can! Latenode enables automated invoice creation in Zoho Invoice upon new Magento orders, saving time and improving accounting accuracy. Customize with JavaScript for advanced needs.

What types of tasks can I perform by integrating Magento with Zoho Invoice?

Integrating Magento with Zoho Invoice allows you to perform various tasks, including:

  • Automatically creating Zoho Invoice invoices from new Magento orders.
  • Updating customer information in Zoho Invoice from Magento customer data.
  • Syncing product details between Magento and Zoho Invoice inventories.
  • Sending payment reminders via Zoho Invoice based on Magento order status.
  • Generating sales reports by combining Magento and Zoho Invoice data.

How do I handle currency conversions from Magento to Zoho Invoice?

Latenode’s built-in functions and JavaScript support allow you to easily handle currency conversions, ensuring accurate invoicing across platforms.

Are there any limitations to the Magento and Zoho Invoice integration on Latenode?

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

  • Complex custom fields may require JavaScript coding to map correctly.
  • High-volume data syncing may be subject to API rate limits.
  • Real-time, two-way synchronization is not supported; syncs are batched.

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