Create new Zoho Invoice Contact from Dynamics 365 Contact - Skyvia

This integration selects new Dynamics 365 contacts and imports them to Zoho Invoice as contacts.

Note: It does not import pre-existing Dynamics 365 contacts to Zoho Invoice contacts.

How to Set Up

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

Tips

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