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Zoho Invoice integrations with Zoho CRM

Use Zoho Flow to integrate Zoho Invoice with Zoho CRM, in atleast 501 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

Invoice updated

Triggers when any detail of an existing invoice is updated

Payment received

Triggers when a new payment is received

Item created

Triggers when a new item is created in the selected organization

Payment updated

Triggers when any detail of an existing payment is updated

Project created

Triggers when a new project is created

Project updated

Triggers when any detail of an existing project is updated

Contact created

Triggers when a new contact is created

Estimate created

Triggers when a new estimate is created in the selected organization

Estimate updated

Triggers when any detail of an existing estimate is updated

Invoice created

Triggers when a new invoice is created

Contact updated

Triggers when any detail of an existing contact 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

New user

Triggers when a new user is created

New module entry

Triggers when a new entry is created in the selected module

New lead

Triggers when a new lead is created

Updated deal

Triggers when an existing deal is updated

New note

Triggers when a new note is added

New contact

Triggers when a new contact is created

New module

Triggers when a new module is created

Updated module entry

Triggers when an entry is updated in the selected module

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All Actions - Action are the automated tasks

Create invoice

Creates a new invoice

Create estimate

Creates a new estimate

Create contact

Creates a new contact

Create contact person

Creates a new contact person for the selected contact

Send estimate

Sends an existing estimate to the specified recipients

Add address for customer

Adds address details for an existing customer

Record payment

Records a payment for an existing invoice

Create item

Creates a new item

Send invoice

Sends an existing invoice to the specified recipients

Update invoice

Updates the details of an existing invoice

Update item

Updates the details of an existing item

Update contact

Updates the details of an existing contact

Update estimate

Updates the details of an existing estimate

Fetch estimate by number

Fetches the details of an existing estimate by number

Fetch payment

Fetches the details of an existing payment

Fetch contact by email

Fetches the details of an existing contact by email

Fetch item by SKU

Fetches the details of an existing item by SKU

Fetch item by name

Fetches the details of an existing item by name

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

Fetch item by ID

Fetches the details of an existing item by ID

Fetch invoice by number

Fetches the details of an existing invoice by number

Raise signal

Raises a signal to Zoho CRM

Create or update lead

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

Remove tags

Removes tags from the specified record

Send mail merge

Sends a mail merge with details of the selected record

Create module entry

Creates a new module entry

Send email template

Sends an email to the specified users

Add tags

Adds tags to the specified record

Update module entry

Updates the specified module entry

Convert lead to contact

Converts a lead to a contact

Add note

Adds a note to the selected module

Create or update contact

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

Create or update module entry

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

Update related module entry

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

Add user

Adds a new user

Fetch deal

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

Fetch email template

Fetches an email template by name

Fetch account

Fetches an account by its name or unique ID

Fetch user

Fetches a user by name or email

Fetch contact

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

Fetch lead

Fetches a lead by email or unique ID

Fetch event

Fetches an event by its title 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

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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 Castellano CEO, 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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