Automate Zoho Invoice Archiving to Egnyte
This workflow automates the process of searching for specific invoices in Zoho Invoice, converting them to PDFs, creating a ZIP archive, and uploading it to Egnyte.
The workflow begins by filtering invoices in Zoho Invoice based on specified criteria, such as invoice number. It retrieves these invoices, converts them to PDF format, and aggregates them. The aggregated PDFs are then compressed into a ZIP archive using CloudConvert. Finally, the ZIP file is uploaded to a specified folder in Egnyte, ensuring that all relevant invoices are securely stored and easily accessible.
- Platform
- Make
- Category
- File & Document Management
- Price
- $4.99
- Creator
- Iris Ceylan
- invoice
- archive
- upload
- automation
How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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