Zoho Invoice

Use Zoho Flow to integrate Zoho Invoice with 800+ apps without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect Zoho Invoice with 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 Zoho Invoice integration flows to get started

Send new Insightly contacts to Zoho Invoice

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Create invoices in Zoho Invoice for new Zoho Creator records

Use this flow

Copy Zoho CRM contacts to Zoho Invoice

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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

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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

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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.

    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.

    Access Zoho Flow

    Testimonial

    Louis CastellanoCEO, Lakeside CNC Group

    “In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore.” Know more

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