What changed
- Invoices transfer automatically instead of being created twice
- They arrive as drafts, so the team reviews and edits before a customer sees anything
- Items and contacts synchronise the other way, keeping both systems current
Zoho FlowZoho Inventory
Where they started
Invoices were being created in Zoho Inventory and then created again in the accounting system. The duplication was the smaller problem. The larger one was that any automatic transfer risked invoices reaching customers before anyone had checked them.
What we built
A customised workflow in Zoho Flow connecting Zoho Inventory to the accounting system. Invoices synchronise as drafts rather than being issued, along with the invoice data, items, contacts and attachments.
Item and contact synchronisation runs back into Zoho Inventory, so masters stay aligned in both directions rather than drifting apart.