zoho and xero

Zoho and Xero Integration

We have integrated Xero accounting software with Zoho Creator. This means Xero can be integrated with other Zoho services as well. We have a blog post explaining the details at http://www.aorborc.com/xero-zoho-integration-a-guide-for-developers-part1/

Xero Accounting Software

-> https://www.xero.com

Xero.com allows you to automate your accounting process and minimize manual work.

Zoho Creator

-> zoho.com/creator

Zoho Creator is a beautiful business application development tool. It helps you create software applications in minutes.

One of our clients wanted to integrate Xero accounting software with Zoho Creator. We have created/updated Contacts and Invoices modules in Xero.

We wrote a php wrapper to handle the authentication on Xero.

Technical Notes : (For developers)

-> https://www.zoho.com/creator/help/api/
-> http://www.aorborc.com/xero-zoho-integration-a-guide-for-developers-part1/

We will be happy to share our sample code if you are looking to integrate these two services. Contact us for more help.

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Zoho CRM and Right signature Integration

Zoho CRM and Right signature Integration

We have integrated Zoho CRM with RightSignature software. We have a good idea of the E-Sign software and we can also integrate any Zoho service with other E-signature platforms, Docusign, Silanis for example.

Right Signature

-> www.rightsignature.com

Right signature allows you to create templated documents and get them signed online.

Zoho CRM

-> zoho.com/crm

Zoho CRM allows you to automate sales workflow and integrate with any web services as part of workflow rules.

We have developed a solution where the following buttons on a Zoho CRM lead interface will trigger corresponding actions on the RightSignature server. A middleware we wrote on php based on Rightsignature php library, helps us achieve this task.

Buttons

  1. Email QuoteThis action generates a quote template for the Zoho CRM data as a PDF file (on our middleware), uploads it to Rightsignature service with the Signer as the Zoho CRM Lead. The code also updates Zoho CRM with the newly created document ID.
  2. Email ApplicationSame as Email Quote, but chooses a different template from RightSignature. The code also updates Zoho CRM with the newly created document ID.
  3. Attach Signed Quote Gets the document ID from Zoho CRM (updated from Email Quote action), downloads it from Rightsignature (if the document is signed) and uploads it back to that Lead.
  4. Attach Signed Application Gets the document ID from Zoho CRM (updated from Email Application action), downloads it from Rightsignature (if the document is signed) and uploads it back to that Lead.

 

Technical Notes : (For developers)

-> https://www.zoho.com/crm/help/api/
-> https://rightsignature.com/apidocs/api_documentation_default

We will be happy to share our sample code if you are looking to integrate these two services. Contact us for more help.

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