Integrate Insightly with Zoho Invoice
Send information between Insightly and Zoho Invoice automatically, without writing any code, using Zoho Flow.
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Send new Insightly contacts to Zoho Invoice
Every time you create a new contact in Insightly, this flow adds it to Zoho Invoice. Let Zoho Flow coordinate between your CRM and Invoicing activities.
How it works
1. A new contact is created in Insightly.
2. Zoho Flow makes a copy of it in Zoho Invoice.
Send new Insightly contacts to Zoho Invoice
Insightly + Zoho Invoice
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Supported triggers and actions
Integrate Insightly and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
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 Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
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 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.
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