Integrate Zoho Invoice with Zapier

Zapier is a web-based service that helps you automate different tasks in two different apps. Whenever a task is performed in one application, you can automate another task to be performed in another application.

Scenario 1:

Larissa is the head of a startup that sells printed materials. She wants to add a new row to her Zoho sheet, whenever a new printing material (item) is added to her Zoho Invoice account. So she creates a Zap with the trigger and action as follows:

Trigger - New Item (Zoho Invoice)
Action - Create Spreadsheet Row (Zoho Sheets)

Scenario 2:

Patricia is the Sales Manager at Zylker Corporation, a web design company. She wants all the customers that are added to her Zoho Invoice account to be added to her Zoho Campaigns account as well so that she can send them promotional emails about the latest offers. To do this, she creates a Zap with the following details:

Trigger - New Customer (Zoho Invoice)
Action - Add/Update Contact (Zoho Campaigns)

Set up the Integration

To integrate Zoho Invoice and Zapier:

Go to Settings and select Integrations.
Select Other Apps.
Click Try Now next to Zapier.
You will be redirected to the Zapier site.
Sign up for a Zapier account or sign in if you already have one.
Click Create and select Zaps to create a new zap.
Click Trigger or Action.
Search for Zoho Invoice to add it as your trigger or action app.
Choose an event.
In the Account field, click Sign In.
- Select the domain in which your Zoho account resides.
- Click Yes, Continue to Zoho Invoice to complete the setup.
- You will be redirected to Zapier.
Click Continue.
Select your organization in the Configure tab and click Continue.
Click Test Trigger in the Test tab to complete the event setup.
Similarly configure the other events to complete the workflow.

To rename, duplicate, copy and delete a zap, click the More icon next to the zap event and choose the desired action.

Supported Triggers and Actions for Zoho Invoice

Triggers

Let’s have a look at some of the triggers that are supported in Zoho Invoice.

Customer Payments - Triggers when a customer pays you.
Invoice Status Change - Triggers when an invoice status is changed.
New Contact - Triggers when a new customer is created.
New Contact Person - Triggers when a new contact person is added for a customer.
New Credit Note - Triggers when a new credit note is created.
New Estimate - Triggers when a new quote is created.
New Expense - Triggers when a new invoice is created.
New Item - Triggers when a new item is created.
New Project - Triggers when a new project is created.
Update Invoice - Triggers when an invoice is updated.

Actions

Let’s have a look at the actions that can be performed based on the triggers.

Create

Create Contact Person - Creates a new contact person for a customer.
Create Credit Note - Creates a new credit note for a customer.
Create New Contact - Creates a new customer.
Create New Estimate - Creates a new quote.
Create New Invoice - Creates a new invoice.
Create New Item - Creates a new invoice.
Record Payment - Records payment for an Invoice.
Update Contact - Updates the customer or contact person details in Zoho Invoice.
Update Invoice - Updates the invoice details in Zoho Invoice.

Search

Find Contact - Finds a customer.
Find Invoice - Finds an invoice.
Find Organization - Finds an organization.

Delete a Zap

When you feel that you don’t need a Zap anymore, you can delete it. Here’s how:

From the Home page of Zapier, go to Assets on the left sidebar.
Click Zaps under Assets.
Click the More icon next to the zap you want to delete.
Select Delete.
Click Delete Zap to confirm the action.

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