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Get Started FreeTriggers when a new contact is created.
Triggers when a new item is created.
Triggers when a new item adjustment is created.
Triggers when a new purchase receive is created.
Triggers when a new shipment order is created.
Triggers when a new invoice is created or an existing invoice is updated.
Triggers when a new purchase order is created or an existing purchase order is updated.
Triggers when a new sales order is created or an existing sales order is updated.
Triggers when an item is updated.
Triggers when a new lead is created.
Triggers when a new user is created.
Creates a new contact or update an existing contact.
Creates a new item.
Creates a new sale order.
Creates a new shipment order.
Marks an existing order as delivered
Sales order to confirmed.
Update a contact.
Updates an item.
Update a sale order.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Triggers when a new contact is created.
Triggers when a new item is created.
Triggers when a new item adjustment is created.
Triggers when a new purchase receive is created.
Triggers when a new shipment order is created.
Triggers when a new invoice is created or an existing invoice is updated.
Triggers when a new purchase order is created or an existing purchase order is updated.
Triggers when a new sales order is created or an existing sales order is updated.
Triggers when an item is updated.
Triggers when a new lead is created.
Triggers when a new user is created.
Creates a new contact or update an existing contact.
Creates a new item.
Creates a new sale order.
Creates a new shipment order.
Marks an existing order as delivered
Sales order to confirmed.
Update a contact.
Updates an item.
Update a sale order.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Choose Zoho Inventory as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Customerly as the action app from the list.
Connect your Customerly account & authenticate it.
Select the data you want to send from Zoho Inventory to Customerly & your AI Agent is ready!
New Contact
Create or Update User
New Item
Create or Update Lead
Update Item
Create or Update Lead
New Contact
Create or Update Lead
New Contact
Add User Tag
Zoho Inventory is a cloud-based inventory management solution designed for small to midsize businesses. With our simple yet powerful features, you can keep track of your online inventory from multiple warehouse locations.
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
The integration between Zoho Inventory and Customerly is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Zoho Inventory with Customerly , one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Zoho Inventory-Customerly integration:
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