Integrate SendGrid with Zoho Inventory

Send information between SendGrid and Zoho Inventory automatically, without writing any code, using Zoho Flow.

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Send SendGrid emails for new invoices in Zoho Inventory

If you have a lot of sales orders coming in, you need your mailing system to respond to these orders automatically. This flow makes sure to send an email from SendGrid whenever a new invoice is created in Zoho Inventory.

How it works

1. A new invoice is created in Zoho Inventory.

2. Zoho Flow sends the customer an email via SendGrid.

Use this flow
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Send SendGrid emails for new invoices in Zoho Inventory

Zoho Inventory + SendGrid

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Supported triggers and actions

Integrate SendGrid and Zoho Inventory using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

New report generated

Triggers when a new email campaign report is generated

Custom module entry updated

Triggers when the details of an existing module entry are updated

Transfer order created

Triggers when a new transfer order is created

Bill updated

Triggers when the details of an existing bill are updated

Inventory adjustment updated

Triggers when an existing inventory adjustment is updated

Package created

Triggers when a new package is created

Purchase order updated

Triggers when the details of an existing purchase order are updated

Category created

Triggers when a new category is created

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Item group created

Triggers when a new item group is created

Sales order created

Triggers when a new sales order is created

Invoice created

Triggers when a new invoice is created

Purchase receive created

Triggers when a new purchase receive is created

Purchase receive updated

Triggers when the details of an existing purchase receive are updated

Shipment updated

Triggers when the details of an existing shipment are updated

Vendor created

Triggers when a new vendor is created

Custom module entry created

Triggers when a new custom module entry is created

Customer created

Triggers when a new customer is created

Sales order updated

Triggers when the details of an existing sales order are updated

Shipment created

Triggers when a new shipment is created

Customer payment received

Triggers when a new payment is made by a customer

Invoice updated

Triggers when the details of an existing invoice are updated

Credit note created

Triggers when a new credit note is created

Vendor payment received

Triggers when a vendor payment is made

Item updated

Triggers when the details of an existing item are updated

Inventory adjustment made

Triggers when a new inventory adjustment is made

Credit note updated

Triggers when the details of an existing credit note are updated

Sales return made

Triggers when a new sales return is made

Customer payment updated

Triggers when a payment made by a customer is updated

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Customer updated

Triggers when the details of an existing customer are updated

Bundle created

Triggers when a new bundle is created

Bill created

Triggers when a new bill is created

Task created

Triggers when a new task is created

Package updated

Triggers when the details of an existing package are updated

Retainer invoice created

Triggers when a new retainer invoice is created

Transfer order updated

Triggers when the details of an existing transfer order are updated

Purchase order created

Triggers when a new purchase order is created

Item created

Triggers when a new item is created

All Actions - Actions are the automated tasks

Add or update contact

Adds a new contact. Updates the details if it already exists.

Create single send email

Creates a single send email and stores it in draft

Create suppression group

Creates a new suppression group

Add email address to suppression group

Adds the specified email address to the selected suppression group

Send email

Sends an email to the specified recipients

Create item

Creates a new item

Create transfer order

Creates a new transfer order

Create shipment order

Creates a new shipment order

Create sales return

Creates a new sales return

Create credit note

Creates a new credit note

Record vendor payment

Records the details of a vendor payment

Record customer payment

Records the details of a customer payment

Create warehouse

Creates a new warehouse

Create sales order

Creates a new sales order

Create contact person

Creates a new contact person

Create bill

Creates a new bill

Mark shipment as delivered

Marks the specified shipment as delivered

Create bundle

Creates a new bundle

Create package

Creates a new package

Create invoice

Creates a new invoice

Create custom module entry

Creates a new custom module entry

Add comment

Adds a new comment to an existing module

Send purchase order

Sends a purchase order to the specified email addresses

Create purchase order

Creates a new purchase order

Create retainer invoice

Creates a new retainer invoice

Add address

Adds a new address

Create vendor

Creates a new vendor

Create customer

Creates a new customer

Create category

Creates a new category

Create inventory adjustment

Creates a new inventory adjustment

Create purchase receive

Creates a new purchase receive

Update bill status

Updates the status of an existing bill

Update customer

Updates the details of an existing customer

Update warehouse

Updates the details of an existing warehouse

Update bill

Updates the details of an existing bill

Update custom module entry

Updates the details of a existing custom module entry

Update sales order

Updates the details of an existing sales order

Update vendor

Updates the details of an existing vendor

Update category

Updates the details of an existing category

Update item status

Updates the status of an existing item

Update credit note status

Updates the status of an existing credit note

Update item

Updates the details of an existing item

Mark transfer order as received

Marks the specified transfer order as received

Update invoice status

Updates the status of an existing invoice

Update address

Updates the details of an existing address

Update purchase order

Updates the details of an existing purchase order

Send sales order

Sends a sales order to the specified email addresses

Update credit note

Updates the details of an existing credit note

Update purchase order status

Updates the status of an existing purchase order

Update sales order status

Updates the status of an existing sales order

Send invoice

Sends an invoice to the specified email addresses

Update contact person

Updates the details of an existing contact person

Update retainer invoice

Updates the details of an existing retainer invoice

Update invoice

Updates the details of an existing invoice

Send credit note

Sends a credit note to the specified email addresses

Fetch credit note

Fetches the details of an existing credit note

Fetch package

Fetches the details of an existing package

Fetch customer

Fetches the details of an existing customer

Fetch warehouse

Fetches the details of an existing warehouse

Fetch vendor

Fetches the details of an existing vendor

Fetch user

Fetches the details of an existing user

Fetch sales return

Fetches the details of an existing sales return

Fetch transfer order

Fetches the details of an existing transfer order

Fetch custom module entry

Fetches the details of an existing custom module entry

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch purchase order

Fetches the details of an existing purchase order

Fetch contact person

Fetches the details of an existing contact person

Fetch sales order

Fetches the details of an existing sales order

Fetch purchase receive

Fetches the details of an existing purchase receive

Fetch task

Fetches the details of an existing task

Fetch bill

Fetches the details of an existing bill

Fetch item group

Fetches the details of an existing item group

Fetch shipment

Fetches the details of an existing shipment

Fetch item

Fetches the details of an existing item

Fetch retainer invoice

Fetches the details of an existing retainer invoice

Fetch invoice

Fetches the details of an existing invoice

What is SendGrid?

SendGrid is a customer communication platform for sending marketing and transactional emails. You can use the customized templates, schedule features, and perform A/B testing to ensure maximum customer engagement.

What is Zoho Inventory?

Zoho Inventory is inventory management software that lets you manage all your orders. You can manage your contacts, bills, reports, and generate invoices easily.

Inventory Management Zoho

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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