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ZOHO INVENTORY FIELD SERVICE INTEGRATION

Turn Sales Orders into Field Work

Connect Zoho Inventory with Arrivy to automatically create operational tasks from Sales Orders or Packages. Carry order, customer, and item information into Arrivy so teams can move from order management to scheduling and field execution with less manual data entry.

WEBHOOK-DRIVEN AUTOMATION

Create Tasks When Orders Reach the Right Stage

Use Zoho Inventory workflows and webhooks to automatically trigger Arrivy task creation when selected events occur.

Tasks can be created when a Sales Order is created or when its status changes to one of the stages configured in the integration. This helps operations teams act on orders as soon as they are ready for fulfilment or field execution.

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WEBHOOK-DRIVEN AUTOMATION

SALES ORDER & PACKAGE TASKS

Turn Orders into One or Multiple Arrivy Tasks

Create Arrivy tasks from either complete Zoho Inventory Sales Orders or the individual Packages associated with an order.

A Sales Order containing multiple Packages can generate multiple Arrivy tasks, helping teams manage separate deliveries, fulfilment activities, or field visits individually.

The integration can be configured to work with either Sales Orders or Packages at one time.

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SALES ORDER & PACKAGE TASKS

TASK CREATION CONTROLS

Decide How Orders Enter Arrivy

Choose whether tasks created from Zoho Inventory should enter Arrivy as scheduled or unscheduled work.

Scheduled tasks include start and end times, appear on the calendar, and can trigger configured customer notifications. Unscheduled tasks give operations teams flexibility to review and schedule work later.

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TASK CREATION CONTROLS

ITEM & TEMPLATE MAPPING

Keep Order Items Connected to the Right Work

Map Zoho Inventory line items to corresponding Arrivy Items based on task templates.

Template mapping can use Zoho Inventory field names and values to determine how different orders should be handled, while Item Mapping keeps relevant order items associated with the correct Arrivy task.

This helps maintain structure as orders move from inventory management into execution.

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ITEM & TEMPLATE MAPPING

ADVANCED DATA MAPPING

Carry the Right Inventory Data into Every Task

Use configurable JSON Mapping to map Zoho Inventory fields into corresponding Arrivy task fields.

Customer details, order information, operational data, and other supported fields can be transferred according to your configuration, reducing duplicate entry and keeping task information consistent.

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ADVANCED FIELD MAPPING

Arrivy and Zoho Inventory Capabilities

Connect Order Management with Field Execution

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Sales Order to Task Creation

Create Arrivy tasks when Zoho Inventory Sales Orders are created or reach configured statuses.

Package

Package-Based Task Creation

Create separate Arrivy tasks from individual Packages within a Sales Order when work needs to be managed separately.

ListChecks

Multiple Tasks per Order

A Sales Order containing multiple Packages can create multiple Arrivy tasks based on the integration configuration.

oui_index-mapping

Item Mapping

Associate Zoho Inventory line items with Arrivy Items based on the mapped task template.

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Advanced JSON Mapping

Map additional Zoho Inventory fields into Arrivy using configurable JSON-based field mapping.

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Stage-Based Triggers

Define Sales Order stages or custom module statuses that should trigger task creation in Arrivy.

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Danielle Boenisch
Ambia Solar

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Frequently Asked Questions

Arrivy is a field service and operations management platform designed to help businesses schedule work, coordinate teams, manage field execution, communicate with customers, and connect operational data with existing business systems.

The integration allows Zoho Inventory Sales Orders or Packages to create Arrivy tasks.

It uses configured workflows, webhooks, statuses, field mappings, templates, groups, and item mappings to move order information into Arrivy for operational execution.

Arrivy tasks can be created from:

  • Sales Orders
  • Packages

The integration is configured to work with one of these approaches at a time.

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