Create new Dynamics 365 Contact from Zoho Invoice Contact

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

1. Select or create connections: Zoho Invoice connection for Source and Dynamics 365 connection for Target.
2. Specify the schedule, on which the integration will run automatically.

Tips

• To create Dynamics 365 contacts for specific new Zoho Invoice contacts, configure filters in the task editor.