This automation scenario allows you to connect Etsy and Zoho Invoice
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Etsy and Zoho Invoice can also be integrated using automation tools other than integromat:
When this trigger fires in Etsy
Triggers when a new show receipts is added.
Then these actions happen in Zoho Invoice
Creates an invoice for your customer.
Emails an invoice to the customer. Input json string is not mandatory. If input json string is empty, mail will be send with default mail content.
Marks a invoice as sent, void, or draft.
This guide contains information on how to set up an automatic workflow that allows to Create Zoho Invoices from Etsy shop receipts.
Part I
First, we need to connect Etsy and Zoho Invoice to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Etsy to Make.com.
Give Make.com access to your Etsy account, using Etsy credentials.
Connect Zoho Invoice to Make.com.
Give Make.com access to your Zoho Invoice account, using Zoho Invoice credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Etsy
Choose the following trigger: Watch Shop Receipts (Triggers when a new show receipts is added.).
Then set up an Action for Zoho Invoice
Choose this action: Create an Invoice (Creates an invoice for your customer.).
Then set up another Action for Zoho Invoice
Choose this action: Email an Invoice (Emails an invoice to the customer. Input json string is not mandatory. If input json string is empty, mail will be send with default mail content.).
Then set up another Action for Zoho Invoice
Choose this action: Mark an Invoice Sent/Void/Draft (Marks a invoice as sent, void, or draft.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Etsy and Zoho Invoice.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Zoho Invoices from Etsy shop receipts!
Trigger on a new invoice (with line item support).
Trigger when an invoice is created or updated.
Triggers when a New Estimate is Created.
Triggers when a contact is created or updated.
Triggers when a new Contact is added.
Triggers when an item is created or updated.
Creates a draft listing product.
Performs an arbitrary authorized API call.
Add a new Listing
Updates a shop receipt.
Creates a new UserAddress. Note: state is required when the country is US, Canada, or Australia. See section above about valid codes.
Removes a listing.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.