Integrate Zoho Invoice with 850+ apps
Create business workflows for Zoho Invoice without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular Zoho Invoice workflows
Copy Zoho CRM contacts to Zoho Invoice
When a contact is added in Zoho CRM, this flow makes a copy of the details in Zoho Invoice, helping you create invoices and estimates more quickly.
How it works
1. A new contact is created in Zoho CRM.
2. Zoho Flow creates a corresponding contact in Zoho Invoice.
Copy Zoho CRM contacts to Zoho Invoice
Zoho CRM + Zoho Invoice
Create invoices in Zoho Invoice for new Zoho Creator records
Do you have a form on Zoho Creator that collects new sales orders? Here's another solution from Zoho that makes the next step easier. This flow automatically creates an invoice in Zoho Invoice every time your Zoho Creator form receives a response.
How it works
1. A new record is added in Zoho Creator.
2. Zoho Flow creates an invoice in Zoho Invoice.
Create invoices in Zoho Invoice for new Zoho Creator records
Zoho Creator + Zoho Invoice
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
All Triggers - A trigger kickstarts the flow
Timesheet created
Triggers when a new timesheet is created
Item created
Triggers when a new item is created in the selected organization
Item updated
Triggers when any detail of an existing item is updated
Payment received
Triggers when a new payment is received
Invoice updated
Triggers when any detail of an existing invoice is updated
Estimate updated
Triggers when any detail of an existing estimate is updated
Contact updated
Triggers when any detail of an existing contact is updated
Project created
Triggers when a new project is created
Credit note updated
Triggers when the details of an existing credit note are updated
Timesheet updated
Triggers when the details of an existing timesheet are updated
Invoice created
Triggers when a new invoice is created
Project updated
Triggers when any detail of an existing project is updated
Contact created
Triggers when a new contact is created
Credit note created
Triggers when a new credit note is created
Payment updated
Triggers when any detail of an existing payment is updated
Recurring expense created
Triggers when a new recurring expense is created
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Contact person created
Triggers when a new contact person is created for an existing contact
Estimate created
Triggers when a new estimate is created in the selected organization
All Actions - Actions are the automated tasks
Create recurring expense
Creates a new recurring expense
Send retainer invoice
Sends a retainer invoice to the specified email address
Create invoice
Creates a new invoice
Send estimate
Sends an existing estimate to the specified recipients
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 contact
Creates a new contact
Send invoice
Sends an existing invoice to the specified recipients
Add address for customer
Adds address details for an existing customer
Create estimate
Creates a new estimate
Record payment
Records a payment for an existing invoice
Create contact person
Creates a new contact person for the selected contact
Update payment link
Updates the details of an existing payment link
Create payment link
Creates a payment link
Update contact person
Updates the details of an existing contact person
Update contact
Updates the details of an existing contact
Update item
Updates the details of an existing item
Update estimate
Updates the details of an existing estimate
Update invoice
Updates the details of an existing invoice
Update invoice status
Updates the status of an existing invoice
Fetch payment
Fetches the details of an existing payment
Fetch item by ID
Fetches the details of an existing item by ID
Fetch estimate
Fetches the details of an existing invoice
Fetch contact by display name
Fetches the details of an existing contact by display name
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 invoice by number
Fetches the details of an existing invoice by number
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 public invoice payment link
Fetches the payment link for the specified invoice
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.
Bulid comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Know more
Rahul Roushan
CEO, OpIndia
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
Louis Castellano
CEO, Lakeside CNC Group
We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
