Plata for Zoho CRM

Create and send Plata payment links to your customers directly from Zoho CRM

Built for: CRM Developed by: CRMiUM
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Plata for Zoho CRM allows you to easily create and send Plata payment links to your customers. Once the invoice record in Zoho CRM is created, a payment link will be generated in this record. You can use this link in your automation in Zoho CRM or send it to your clients manually. After payment is made using this link, the payment amount and status will be added to the custom fields in your invoice in Zoho CRM.

Key Features:

  • When an invoice in Zoho CRM is created, a payment link will be automatically generated and saved into the Plata Payment Link field. You can use the Plata Payment Link field in your workflows, blueprints, and functions in Zoho CRM.
  • Items and the grand total from the invoice in Zoho CRM will be sent to Plata, so the customer can see what he is paying for based on data from the Zoho CRM invoice.
  • In the Plata Payment Status field in the Zoho CRM invoice record, you'll see the current status of this payment link. The status can be "Created," "Open," or "Paid."
  • After the client makes a payment through this link, the status in the Zoho CRM invoice record will be automatically updated, and the paid amount will be saved in the "Paid Amount" field.

Tags

Deployment type Zoho platform
Published date May 15, 2024
Version 1.0
Category Finance
Pricing Free
Vendor Website

Compatible Editions

  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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