Microsoft Dynamics 365 Business Central + Zoho Invoice Integration

Integrate Microsoft Dynamics 365 Business Central (Beta to Zoho Invoice in one click, or tell Integrately AI how you want each record handled. Generate invoices, update customer details, sync records, and trigger payments automatically.

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1.
  • Microsoft Dynamics 365 Business Central
    Record is updated in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Record is created in Microsoft Dynamics 365 Business Central
  • Zoho Invoice
    Invoice is created in Zoho Invoice Instant
  • Zoho Invoice
    Customer is created in Zoho Invoice Instant
  • Zoho Invoice
    Item is created in Zoho Invoice Instant
  • Zoho Invoice
    Contact person is created in Zoho Invoice
  • Zoho Invoice
    Project is created in Zoho Invoice Instant
  • Zoho Invoice
    Estimate is created in Zoho Invoice Instant
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2.
  • Microsoft Dynamics 365 Business Central
    Update record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Create record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Search record in Microsoft Dynamics 365 Business Central
  • Zoho Invoice
    Search invoice by email in Zoho Invoice
  • Zoho Invoice
    Update invoice in Zoho Invoice
  • Zoho Invoice
    Create invoice in Zoho Invoice
  • Zoho Invoice
    Create contact in Zoho Invoice
  • Zoho Invoice
    Search contact in Zoho Invoice
  • Zoho Invoice
    Create new estimate in Zoho Invoice
  • Zoho Invoice
    Create new item in Zoho Invoice
  • Zoho Invoice
    Get invoice by ID in Zoho Invoice
  • Zoho Invoice
    Create contact person in Zoho Invoice

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Ready WorkflowsReady Workflows   for Microsoft Dynamics 365 Business Central + Zoho Invoice Integration

Create invoices, sync customer accounts, update records, and trigger payment reminders, all in just one click.

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Connect more apps to your Microsoft Dynamics 365 Business Central (Beta + Zoho Invoice flow

Sync your financial data with ecommerce platforms, payment gateways, and team chat channels to keep your entire business aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 Business Central
Zoho Invoice
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ShopifyShopify (4)
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StripeStripe (4)
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SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
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GmailGmail (4)
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Google SheetsGoogle Sheets (4)
S
Z
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Create a Zoho Invoice invoice when a Shopify order is paid, and update the record in Microsoft Dynamics 365 Business Central (Beta.
Paid Shopify orders instantly generate Zoho Invoice invoices and update records in Microsoft Dynamics 365 Business Central (Beta without manual data entry.
Z
S
M
Create a Shopify customer when a contact is created in Zoho Invoice, and add a record in Microsoft Dynamics 365 Business Central (Beta.
New Zoho Invoice contacts automatically appear as customers in Shopify and update Microsoft Dynamics 365 Business Central (Beta records instantly.
M
S
Z
When a record is created in Microsoft Dynamics 365 Business Central (Beta, create a Shopify product and generate an invoice in Zoho Invoice.
New Microsoft Dynamics 365 Business Central (Beta records immediately publish Shopify products and generate corresponding Zoho Invoice invoices.
S
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M
If a Shopify order is cancelled, update the Zoho Invoice invoice status and update the Microsoft Dynamics 365 Business Central (Beta record.
Cancelled Shopify orders automatically update Zoho Invoice invoice statuses and adjust Microsoft Dynamics 365 Business Central (Beta records.

Supported triggers and actions for Microsoft Dynamics 365 Business Central and Zoho Invoice

Mix and match to build the exact automation you need

Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central Triggers & Actions
Record is updated in Microsoft Dynamics 365 Business Central
Triggers the automation when a record is updated
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Record is created in Microsoft Dynamics 365 Business Central
Triggers the automation when a new record is created
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Update record in Microsoft Dynamics 365 Business Central
Updates an existing record
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Create record in Microsoft Dynamics 365 Business Central
Creates a new record
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Search record in Microsoft Dynamics 365 Business Central
Searches for a specific record
Try it →
Zoho Invoice
Zoho Invoice Triggers & Actions
Instant
Invoice is created in Zoho Invoice
Triggers the automation when any invoice is added or modified
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Instant
Customer is created in Zoho Invoice
Triggers the automation when a new customer is created
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Instant
Item is created in Zoho Invoice
Triggers the automation when a new item is created
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Contact person is created in Zoho Invoice
Triggers the automation when a new contact person is created
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Instant
Project is created in Zoho Invoice
Triggers the automation when a new project is created
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Instant
Estimate is created in Zoho Invoice
Triggers the automation when a new estimate is created
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Search invoice by email in Zoho Invoice
Searches for an invoice using email address
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Update invoice in Zoho Invoice
Updates an invoice
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Create invoice in Zoho Invoice
Generates invoices for sales transactions
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Create contact in Zoho Invoice
Adds a new contact to the database
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Search contact in Zoho Invoice
Finds and retrieves contact information
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Create new estimate in Zoho Invoice
Creates a new estimate
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Create new item in Zoho Invoice
Creates a new item
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Get invoice by ID in Zoho Invoice
Retrieves a invoice using its id
Try it →
Create contact person in Zoho Invoice
Adds a new contact person to the database
Try it →

What can you automate with Microsoft Dynamics 365 Business Central (Beta + Zoho Invoice?

Streamline your finance and business management workflows with automated record syncs and billing updates.

What you can automate?
🧾
Generate invoices from new records automatically
Trigger a Zoho Invoice invoice the moment a new record is created in Microsoft Dynamics 365 Business Central (Beta. Eliminate manual data entry and speed up your billing cycle.
📋
Capture every submitted field accurately
Map all available record details from Microsoft Dynamics 365 Business Central (Beta into separate Zoho Invoice fields instead of just names and emails. Your invoicing database becomes a complete resource for review.
🔔
Notify the right team member instantly
Send automated alerts to your finance or sales channels the second an invoice is generated or payment is received, keeping all departments aligned.
🔀
Route transactions based on submitted fields
Apply conditional logic to your workflows so different record types trigger specific invoice templates or update distinct customer segments automatically.
🔄
Keep records updated across both platforms
Ensure that any change made to a record in Microsoft Dynamics 365 Business Central (Beta instantly updates the corresponding invoice or contact in Zoho Invoice.
🔍
Search and update instead of creating duplicates
Check for existing contacts in Zoho Invoice before creating new ones, updating current records when matching information is found.
💳
Handle later payment status changes smoothly
Automatically update Microsoft Dynamics 365 Business Central (Beta records whenever customer payments are completed, updated, or marked overdue in Zoho Invoice.
🚀
Extend your workflow to team chat apps
Connect Microsoft Dynamics 365 Business Central (Beta and Zoho Invoice with Slack to announce new invoices and payment milestones directly to your team.
And much more...

Who is Microsoft Dynamics 365 Business Central (Beta + Zoho Invoice integration for?

Connecting Microsoft Dynamics 365 Business Central (Beta and Zoho Invoice streamlines financial operations for teams managing records and invoicing across systems.

Finance Managers
Finance Managers
Sales Representatives
Sales Representatives
Project Coordinators
Project Coordinators
Billing Specialists
Billing Specialists
Operations Leads
Operations Leads
Account Executives
Account Executives
📈
Finance Managers
You're reviewing financial metrics in Microsoft Dynamics 365 Business Central (Beta, but your invoice tracking tools only update when someone manually exports records, so the revenue counts you're analyzing against are always a few hours behind — with this integration, every new invoice lands in your system instantly and your data stays current.
⚡
Sales Representatives
You're closing deals in Microsoft Dynamics 365 Business Central (Beta, but billing teams find out too late to send timely payment requests, causing delayed onboarding — this integration means every client record triggers an immediate invoice in Zoho Invoice so billing happens without delay.
🤝
Project Coordinators
You answer to clients who want to see progress updates tied to billable milestones, but manual tracking leaves gaps in your reports — automating both apps means every project stage change instantly updates billing records and client statuses.
📊
Billing Specialists
The volume of customer transactions is too high for anyone to keep up by hand, leading to missed invoices and billing backlogs — with this integration, every new record automatically generates the correct invoice without manual intervention.
🔄
Operations Leads
You own the fulfillment step and depend on upstream teams to hand over client records, but manual handoffs cause frequent bottlenecks — connecting these apps means your workflow triggers the moment a new record appears.
🗂️
Account Executives
You need a reliable customer history, but keep finding gaps between your management system and invoicing software — this integration means every account record and invoice stays perfectly synchronized across platforms.
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Why choose Integrately to automate Microsoft Dynamics 365 Business Central + Zoho Invoice

Build and manage your Microsoft Dynamics 365 Business Central + Zoho Invoice automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 Business Central + Zoho Invoice with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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AI that builds your automations
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Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 Business Central (Beta to Zoho Invoice?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 Business Central (Beta to Zoho Invoice in 1 click using ready workflows or by asking Integrately AI to build your automation. It integrates smoothly with tools like Slack, QuickBooks Online, and Gmail.
Can I automatically create a Zoho Invoice invoice when a new Microsoft Dynamics 365 Business Central (Beta record is created?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 Business Central (Beta, Zoho Invoice, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 Business Central (Beta and Zoho Invoice?
Frequently Asked Questions
How does Microsoft Dynamics 365 Business Central (Beta handle its data during automation?
Frequently Asked Questions
How does Zoho Invoice process invoices during synchronization?
Frequently Asked Questions
Can I automate Microsoft Dynamics 365 Business Central (Beta and Zoho Invoice without coding?
Frequently Asked Questions
Is the Microsoft Dynamics 365 Business Central (Beta and Zoho Invoice integration free?
Frequently Asked Questions
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