Use Zoho Flow to integrate Zoho CRM with Zoho Invoice, in atleast 684 different ways, without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt integration flows to get started

Copy Zoho CRM contacts to Zoho Invoice

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All Triggers - A trigger kickstarts the flow

New user

Triggers when a new user is created

New contact

Triggers when a new contact is created

Updated deal

Triggers when an existing deal is updated

Entry created or updated

Triggers when a record entry is created or updated

New module

Triggers when a new module is created

Updated module entry

Triggers when an entry is updated in the selected module

New lead

Triggers when a new lead is created

New note

Triggers when a new note is added

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Recurring expense created

Triggers when a new recurring expense is created

Item created

Triggers when a new item is created in the selected organization

Invoice created

Triggers when a new invoice is created

Project created

Triggers when a new project is created

Contact created

Triggers when a new contact is created

Invoice updated

Triggers when any detail of an existing invoice is updated

Payment updated

Triggers when any detail of an existing payment is updated

Item updated

Triggers when any detail of an existing item is updated

Contact person created

Triggers when a new contact person is created for an existing contact

Estimate updated

Triggers when any detail of an existing estimate is updated

Project updated

Triggers when any detail of an existing project is updated

Contact updated

Triggers when any detail of an existing contact is updated

Estimate created

Triggers when a new estimate is created in the selected organization

Payment received

Triggers when a new payment is received

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

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All Actions - Action are the automated tasks

Update related module entry

Relates an entry in this module with an entry in another module

Raise signal

Raises a signal to Zoho CRM

Add user

Adds a new user

Update module entry

Updates the specified module entry

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Send mail merge

Sends a mail merge with details of the selected record

Add note

Adds a note to the selected module

Remove tags

Removes tags from the specified record

Add tags

Adds tags to the specified record

Convert lead to contact

Converts a lead to a contact

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Send email template

Sends an email to the specified users

Update user

Updates the details of an existing user based on user ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch user

Fetches a user by name or email address

Fetch inventory template

Fetches an inventory template using ID

Fetch event

Fetches an event by its title or unique ID

Fetch account

Fetches an account by its name or unique ID

Fetch email template

Fetches an email template by name

Fetch lead

Fetches a lead by email address or unique ID

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

Add address for customer

Adds address details for an existing customer

Send estimate

Sends an existing estimate to the specified recipients

Record payment

Records a payment for an existing invoice

Send retainer invoice

Sends a retainer invoice to the specified email address

Mark as primary contact person

Marks the specified contact person as the primary contact person for the company

Create contact person

Creates a new contact person for the selected contact

Create contact

Creates a new contact

Create estimate

Creates a new estimate

Create recurring expense

Creates a new recurring expense

Send invoice

Sends an existing invoice to the specified recipients

Create invoice

Creates a new invoice

Create item

Creates a new item

Update item

Updates the details of an existing item

Update invoice

Updates the details of an existing invoice

Update contact person

Updates the details of an existing contact person

Update estimate

Updates the details of an existing estimate

Update payment link

Updates the details of an existing payment link

Update contact

Updates the details of an existing contact

Create payment link

Creates a payment link

Fetch payment

Fetches the details of an existing payment

Fetch item by SKU

Fetches the details of an existing item by SKU

Fetch public invoice payment link

Fetches the payment link for the specified invoice

Fetch item by ID

Fetches the details of an existing item by ID

Fetch item by name

Fetches the details of an existing item by name

Fetch recurring expense

Fetches the details of an existing recurring expense

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch contact by display name

Fetches the details of an existing contact by display name

Fetch contact by email

Fetches the details of an existing contact by email

Fetch estimate

Fetches the details of an existing invoice

Fetch contact by ID

Fetches the details of an existing contact by ID

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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.

Testimonial

Louis CastellanoCEO, Lakeside CNC Group

“All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data input” Know more

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