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Zoho Inventory Integration

ApproveThis manages your Zoho Inventory Integration approvals.

April 17, 2025

Integration Category: Ecommerce Zoho

When Inventory Meets Approval Power

Let's cut through the corporate jargon: Zoho Inventory helps you track stuff, ApproveThis helps you get decisions made about that stuff. Combine them through Zapier, and you've got a system where inventory actions automatically trigger approval workflows (and vice versa) without the endless email chains.

For companies between 50-5,000 employees, this combo solves two big headaches:

  • Bottlenecked operations: No more hunting down managers to approve purchase orders or new vendor contracts
  • Disconnected systems: Automatic handoffs between inventory management and approval tracking

Example: A $2M e-commerce brand reduced stockouts by 40% after connecting Zoho Inventory purchase orders to ApproveThis workflows. Purchasing leads now get approval requests in Slack with live inventory levels embedded - no logins required.

Four Ways This Integration Actually Works

1. New Vendor? New Approval.

When your procurement team adds a contact in Zoho Inventory, ApproveThis can:

  • Route vendor approval requests to legal + finance
  • Attach standard compliance checklists
  • Auto-decline vendors missing required docs

Who cares? Food distributors needing rapid supplier approvals without compromising safety checks.

2. Approved = Invoiced

When an ApproveThis request gets approved (client PO, custom order, etc.), Zapier instantly creates a Zoho Inventory invoice. Real-world impact:

A machinery parts manufacturer cut invoice delays from 3 days to 45 minutes by connecting engineering approvals directly to billing.

3. Sales Order Guardrails

New Zoho sales orders trigger approval requests based on:

- Customer credit limits
- Custom product configurations
- Margin thresholds

Pro tip: Use ApproveThis' calculated fields to auto-flag orders needing exec review.

4. New Inventory Items (Without the Paperwork)

Product teams request new SKUs via ApproveThis. Once approved:

- Items auto-create in Zoho
- Spec sheets attach to inventory records
- Procurement gets cost approval workflows

A consumer electronics company onboarded 127 new products last quarter without a single spreadsheet email.

Setup That Doesn't Require an IT Degree

1. Connect the apps in Zapier (Zapier's tutorial covers this in 4 minutes)
2. Choose your trigger (e.g., "New Sales Order" in Zoho)
3. Map critical data points:
  - Approval reason fields
  - Inventory IDs
  - Cost centers
4. Set escalation rules in ApproveThis for stuck approvals

Most teams get their first workflow live in under 20 minutes.

Why Your Teams Will Actually Use This

Finance Teams

Approval thresholds mean $5K+ POs auto-route to CFOs. Smaller stuff? Gets handled by department heads. All tied to real-time inventory values.

Operations Managers

See approval bottlenecks in ApproveThis' dashboard. If vendor approvals are slowing production, tweak workflows on the fly.

Procurement

New vendor requests include embedded Zoho supplier performance history. No more approving vendors who chronically deliver late.

The Unspoken Benefit: External Approvals

ApproveThis doesn't require approvers to have Zoho licenses. Translation:

- Client approvals on custom orders
- Contractor sign-offs on production specs
- Investor approvals for capital purchases

All tracked in the same system as internal requests.

Features You'll Actually Use

Beyond basic approvals, this combo handles:

Vacation Coverage: Approvals auto-reassign when approvers are OOO
Mobile Rejections: Decline requests via email with required comments
Audit Trails: Every decision timestamped with rationale

When to Consider Another Tool

This integration isn't magic. If you need:
- Complex 10+ step approvals
- Deep ERP integrations
- Custom contract lifecycle management
...look elsewhere. But for 95% of inventory-related approvals, it's overkill.

Getting Started Without the Sales Pitch

1. Register for ApproveThis (free 14-day trial)
2. Connect your Zoho Inventory account via Zapier
3. Clone one of the templates we covered
4. Test with a real purchase order or sales request

Or schedule a 12-minute demo to see how a 200-employee HVAC company manages $1.2M in monthly inventory through this setup.

🥳

Integrate with Zoho Inventory Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for Zoho Inventory

Suggested workflows (and their Zapier components) for Zoho Inventory

Create approval requests for new Zoho Inventory contacts

Need a streamlined approval process for adding new contacts? This integration creates an approval request in ApproveThis every time a new contact is added to Zoho Inventory, ensuring your contact list is vetted and authorized.

Zapier Components

Zoho Inventory Logo

Trigger

New Contact

Triggers when a contact is added.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create invoices in Zoho Inventory when approval requests are completed

Speed up your invoicing process by automating invoice creation. This automation immediately sets up a new invoice in Zoho Inventory once an approval request is completed in ApproveThis, minimizing delays and optimizing billing operations.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Zoho Inventory Logo

Action

Create Invoice

Creates an Invoice

Initiate approval for new salesorders in Zoho Inventory

Ensure smooth order processing with automated approval workflows. This Zap creates an approval request every time a new salesorder is added to Zoho Inventory, allowing you to verify and approve sales operations efficiently.

Zapier Components

Zoho Inventory Logo

Trigger

New Salesorder

Triggers when a new salesorder is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Add new items to Zoho Inventory for incoming approval requests

Manage inventory better by adding items through approved requests. Once an approval request is initiated in ApproveThis, this automation helps keep your inventory dynamic by instantly adding new items to Zoho Inventory.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Zoho Inventory Logo

Action

Create Item

Creates a new Item.