Integrate Bit Form with Zoho Invoice

Send information between Bit Form and Zoho Invoice automatically, without writing any code, using Zoho Flow.

Build your own integrations between Bit Form and Zoho Invoice

Connect Bit Form and Zoho Invoice with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Bit Form and Zoho Invoice using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form response received

Triggers when a new form response is received

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

Create form response

Creates a new form response

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 Bit Form?

Bit Form is a WordPress form builder. It provides 19+ field types with drag & drop features, a built-in style editor, pre-built contact form templates, and more.

Forms WordPress Plugins

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.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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