Integrate Zoho CRM with Zoho Invoice
Send information between Zoho CRM and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Copy Zoho CRM contacts to Zoho Invoice
When a contact is added in Zoho CRM, this flow makes a copy of the details in Zoho Invoice, helping you create invoices and estimates more quickly.
How it works
1. A new contact is created in Zoho CRM.
2. Zoho Flow creates a corresponding contact in Zoho Invoice.
Copy Zoho CRM contacts to Zoho Invoice
Zoho CRM + Zoho Invoice
Build your own integrations between Zoho CRM and Zoho Invoice
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Supported triggers and actions
Integrate Zoho CRM and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Entry created or updated
Triggers when a record entry is created or updated
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
New note
Triggers when a new note is added
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
Contact created
Triggers when a new contact is created
Recurring expense created
Triggers when a new recurring expense is created
Project updated
Triggers when any detail of an existing project is updated
Invoice updated
Triggers when any detail of an existing invoice is updated
Item created
Triggers when a new item is created in the selected organization
Contact updated
Triggers when any detail of an existing contact is updated
Payment updated
Triggers when any detail of an existing payment is updated
Estimate updated
Triggers when any detail of an existing estimate is updated
Project created
Triggers when a new project is created
Payment received
Triggers when a new payment is received
Timesheet created
Triggers when a new timesheet is created
Credit note updated
Triggers when the details of an existing credit note are updated
Estimate created
Triggers when a new estimate is created in the selected organization
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
Timesheet updated
Triggers when the details of an existing timesheet are updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Invoice created
Triggers when a new invoice is created
Credit note created
Triggers when a new credit note is created
All Actions - Actions are the automated tasks
Add note
Adds a note to the selected module
Remove tags
Removes tags from the specified record
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update module entry
Updates the specified module entry
Add user
Adds a new user
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
Add tags
Adds tags to the specified record
Raise signal
Raises a signal to Zoho CRM
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch lead
Fetches a lead by email address or unique ID
Fetch email template
Fetches an email template by name
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Cancel call
Cancels a event
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
Create task
Creates a new task in the specified project
Add address for customer
Adds address details for an existing customer
Record payment
Records a payment for an existing invoice
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Send invoice
Sends an existing invoice to the specified recipients
Request payment information
Sends a payment information request to the specified email address
Send retainer invoice
Sends a retainer invoice to the specified email address
Create contact
Creates a new contact
Create recurring invoice
Creates a new recurring invoice
Create retainer invoice
Creates a new retainer invoice
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Create item
Creates a new item
Create recurring expense
Creates a new recurring expense
Create project
Creates a new project
Create contact person
Creates a new contact person for the selected contact
Send estimate
Sends an existing estimate to the specified recipients
Update contact
Updates the details of an existing contact
Update contact person
Updates the details of an existing contact person
Update invoice status
Updates the status of an existing invoice
Update item
Updates the details of an existing item
Update payment link
Updates the details of an existing payment link
Update estimate
Updates the details of an existing estimate
Update invoice
Updates the details of an existing invoice
Create payment link
Creates a payment link
Fetch payment
Fetches the details of an existing payment
Fetch contact by email
Fetches the details of an existing contact by email
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch user
Fetches the details of an existing user by ID, name, or email address
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch estimate
Fetches the details of an existing 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 public invoice payment link
Fetches the payment link for the specified invoice
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch recurring expense
Fetches the details of an existing recurring expense
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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What is Zoho Invoice?
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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