Integrate Zoho Invoice with 900+ 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

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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.

Use this flow
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Create invoices in Zoho Invoice for new Zoho Creator records

Zoho Creator + Zoho Invoice

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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.

Use this flow
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Copy Zoho CRM contacts to Zoho Invoice

Zoho CRM + Zoho Invoice

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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.

Use this flow
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Send new Insightly contacts to Zoho Invoice

Insightly + Zoho Invoice

Build your own Zoho Invoice integrations

Connect 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

Build your Zoho Invoice workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Item updated

Triggers when any detail of an existing item is updated

Estimate created

Triggers when a new estimate is created in the selected organization

Timesheet updated

Triggers when the details of an existing timesheet are updated

Credit note updated

Triggers when the details of an existing credit note are updated

Project created

Triggers when a new project is created

Item created

Triggers when a new item is created in the selected organization

Payment received

Triggers when a new payment is received

Estimate updated

Triggers when any detail of an existing estimate is updated

Invoice updated

Triggers when any detail of an existing invoice is updated

Contact person created

Triggers when a new contact person is created for an existing contact

Contact created

Triggers when a new contact is created

Project updated

Triggers when any detail of an existing project is updated

Timesheet created

Triggers when a new timesheet is created

Credit note created

Triggers when a new credit note is created

Recurring expense created

Triggers when a new recurring expense is created

Payment updated

Triggers when any detail of an existing payment is updated

Contact updated

Triggers when any detail of an existing contact is updated

Invoice created

Triggers when a new invoice is created

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

All Actions - Actions are the automated tasks

Send estimate

Sends an existing estimate to the specified recipients

Create invoice

Creates a new invoice

Send invoice

Sends an existing invoice to the specified recipients

Create contact

Creates a new contact

Create contact person

Creates a new contact person for the selected contact

Record payment

Records a payment for an existing invoice

Create recurring invoice

Creates a new recurring invoice

Create item

Creates a new item

Request payment information

Sends a payment information request to the specified email address

Create project

Creates a new project

Add address for customer

Adds address details for an existing customer

Send retainer invoice

Sends a retainer invoice to the specified email address

Create recurring expense

Creates a new recurring expense

Create task

Creates a new task in the specified project

Mark as primary contact person

Marks the specified contact person as the primary contact person for the company

Create estimate

Creates a new estimate

Update invoice status

Updates the status of an existing invoice

Update invoice

Updates the details of an existing invoice

Create payment link

Creates a payment link

Update payment link

Updates the details of an existing payment link

Update estimate

Updates the details of an existing estimate

Update contact

Updates the details of an existing contact

Update contact person

Updates the details of an existing contact person

Update item

Updates the details of an existing item

Fetch public invoice payment link

Fetches the payment link for the specified invoice

Fetch payment

Fetches the details of an existing payment

Fetch recurring expense

Fetches the details of an existing recurring expense

Fetch item by SKU

Fetches the details of an existing item by SKU

Fetch user

Fetches the details of an existing user by ID, name, or email address

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch item by name

Fetches the details of an existing item by name

Fetch item by ID

Fetches the details of an existing item by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch contact by email

Fetches the details of an existing contact by email

Fetch contact by display name

Fetches the details of an existing contact by display name

Fetch estimate

Fetches the details of an existing invoice

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.

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 >

We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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