Use Zoho Flow to integrate Zoho Invoice with Zoho Creator, in atleast 121 different ways, without writing code. Automate any tasks that keep you away from what you do best.
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Create invoices in Zoho Invoice for new Zoho Creator records.
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All Triggers - A trigger kickstarts the flow
Credit note created
Triggers when a new credit note is created
Credit note updated
Triggers when the details of an existing credit note are updated
Project created
Triggers when a new project is created
Invoice created
Triggers when a new invoice is created
Estimate created
Triggers when a new estimate is created in the selected organization
Invoice updated
Triggers when any detail of an existing invoice is updated
Payment updated
Triggers when any detail of an existing payment is updated
Contact updated
Triggers when any detail of an existing contact is updated
Payment received
Triggers when a new payment is received
Estimate updated
Triggers when any detail of an existing estimate is updated
Recurring expense created
Triggers when a new recurring expense is created
Contact created
Triggers when a new contact is created
Project updated
Triggers when any detail of an existing project is updated
Item updated
Triggers when any detail of an existing item is updated
Timesheet created
Triggers when a new timesheet is created
Timesheet updated
Triggers when the details of an existing timesheet are updated
Contact person created
Triggers when a new contact person is created for an existing contact
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Item created
Triggers when a new item is created in the selected organization
Record updated
Triggers when an existing record is updated in the selected form
Record created
Triggers when a new record is created in the selected form
All Actions - Action are the automated tasks
Create estimate
Creates a new estimate
Add address for customer
Adds address details for an existing customer
Send invoice
Sends an existing invoice to the specified recipients
Create contact
Creates a new contact
Create item
Creates a new item
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Send estimate
Sends an existing estimate to the specified recipients
Create invoice
Creates a new invoice
Send retainer invoice
Sends a retainer invoice to the specified email address
Create recurring expense
Creates a new recurring expense
Create contact person
Creates a new contact person for the selected contact
Record payment
Records a payment for an existing invoice
Update contact
Updates the details of an existing contact
Update contact person
Updates the details of an existing contact person
Create payment link
Creates a payment link
Update payment link
Updates the details of an existing payment link
Update invoice status
Updates the status of an existing invoice
Update invoice
Updates the details of an existing invoice
Update estimate
Updates the details of an existing estimate
Update item
Updates the details of an existing item
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch item by name
Fetches the details of an existing item by name
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch contact by email
Fetches the details of an existing contact by email
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch estimate
Fetches the details of an existing invoice
Fetch item by ID
Fetches the details of an existing item by ID
Fetch payment
Fetches the details of an existing payment
Create record
Creates a new record in the selected form
Update record
Updates an existing record in the selected form
Fetch record
Fetches the details of a record from the selected view
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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