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Send new Insightly contacts to Zoho Invoice
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Create invoices in Zoho Invoice for new Zoho Creator records
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Copy Zoho CRM contacts to Zoho Invoice
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Popular integrations
Insightly
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources. Category : Project Management, Popular, CRMZoho Creator
Zoho Creator is a low-code app development platform that lets you launch custom, mobile-ready apps. You can create your own applications to automate workflows, automate internal processes, and manage databases. Category : Zoho, App Builder, PopularZoho 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. Category : Zoho, Sales Automation, Popular, CRM
Zoho Invoice supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Item updated
Triggers when any detail of an existing item is updated
Timesheet created
Triggers when a new timesheet is created
Contact created
Triggers when a new contact is created
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 updated
Triggers when any detail of an existing estimate is updated
Estimate created
Triggers when a new estimate is created in the selected organization
Payment updated
Triggers when any detail of an existing payment is updated
Recurring expense created
Triggers when a new recurring expense is created
Credit note created
Triggers when a new credit note is created
Invoice updated
Triggers when any detail of an existing invoice is updated
Payment received
Triggers when a new payment is received
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
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
Timesheet updated
Triggers when the details of an existing timesheet are updated
All Actions - Action are the automated tasks
Send retainer invoice
Sends a retainer invoice to the specified email address
Record payment
Records a payment for an existing invoice
Create item
Creates a new item
Create recurring expense
Creates a new recurring expense
Create contact person
Creates a new contact person for the selected contact
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
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 contact
Creates a new contact
Add address for customer
Adds address details for an existing customer
Send invoice
Sends an existing invoice to the specified recipients
Update item
Updates the details of an existing item
Update contact
Updates the details of an existing contact
Update invoice
Updates the details of an existing invoice
Update estimate
Updates the details of an existing estimate
Update payment link
Updates the details of an existing payment link
Update contact person
Updates the details of an existing contact person
Create payment link
Creates a payment link
Update invoice status
Updates the status of an existing invoice
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 name
Fetches the details of an existing item by name
Fetch payment
Fetches the details of an existing payment
Fetch estimate
Fetches the details of an existing invoice
Fetch item by ID
Fetches the details of an existing item 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 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 display name
Fetches the details of an existing contact by display name
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.
Categories : Zoho, Proposals & Invoices, Popular
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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