This integration selects new Zoho Invoice contacts and imports them to Dynamics 365 as contacts.
Note: It does not import pre-existing Zoho Invoice contacts to Dynamics 365 contacts.
How to Set Up
- Select or create connections: Zoho Invoice connection for Source and Dynamics 365 connection for Target.
- Specify the schedule, on which the integration will run automatically.
- To create Dynamics 365 contacts for specific new Zoho Invoice contacts, configure filters in the task editor.