Integrate Zoho Invoice with Zoho Mail
Send information between Zoho Invoice and Zoho Mail automatically, without writing any code, using Zoho Flow.
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Create a note in Zoho Mail whenever an invoice update is recorded in Zoho Invoice
How it works
Create a note in Zoho Mail whenever an invoice update is recorded in Zoho Invoice
Zoho Invoice + Zoho Mail
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Supported triggers and actions
Integrate Zoho Invoice and Zoho Mail using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Estimate updated
Triggers when any detail of an existing estimate is updated
Expense updated
Triggers when the details of an existing expense are updated
Invoice updated
Triggers when any detail of an existing invoice 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
Contact updated
Triggers when any detail of an existing contact is updated
Payment updated
Triggers when any detail of an existing payment is updated
Contact created
Triggers when a new contact is created
Contact person created
Triggers when a new contact person is created for an existing contact
Credit note created
Triggers when a new credit note is created
Credit note updated
Triggers when the details of an existing credit note are updated
Expense created
Triggers when a new expense is created
Project updated
Triggers when any detail of an existing project 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
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
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
Recurring expense created
Triggers when a new recurring expense is created
Invoice created
Triggers when a new invoice is created
Email tagged
Triggers when an email is tagged.
Email received from particular sender
Triggers when a new email is received from the specified email address
Email matching search received
Triggers when a new email matching the given conditions is received
Email sent
Triggers when an email is sent
Email received
Triggers when a new email is received
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create contact person
Creates a new contact person for the selected contact
Add address for customer
Adds address details for an existing customer
Create item
Creates a new item
Create recurring invoice
Creates a new recurring invoice
Request payment information
Sends a payment information request to the specified email address
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 recurring expense
Creates a new recurring expense
Record payment
Records a payment for an existing invoice
Start timer
Starts timer for the selected task
Create task
Creates a new task in the specified project
Create invoice
Creates a new invoice
Send invoice
Sends an existing invoice to the specified recipients
Send retainer invoice
Sends a retainer invoice to the specified email address
Stop timer
Stops the timer that is currently running
Create timesheet
Creates a new timesheet entry
Create estimate
Creates a new estimate
Create contact
Creates a new contact
Send estimate
Sends an existing estimate to the specified recipients
Update payment link
Updates the details of an existing payment link
Update invoice
Updates the details of an existing invoice
Update project
Updates the details of an existing project
Update invoice status
Updates the status of an existing invoice
Create payment link
Creates a payment link
Update estimate
Updates the details of an existing estimate
Update item
Updates the details of an existing item
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Update contact person
Updates the details of an existing contact person
Update timesheet
Updates the details of an existing timesheet
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 invoice by number
Fetches the details of an existing invoice by number
Fetch user
Fetches the details of an existing user by ID, name, or email address
Fetch invoice by ID
Fetches the details of an existing invoice by ID
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 payment
Fetches the details of an existing payment
Fetch task
Fetches the details of an existing task by ID
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 estimate
Fetches the details of an existing invoice
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch project
Fetches the details of an existing project by ID
Create draft
Creates a new email and stores it in the draft folder
Create note
Creates a new personal note or a group note
Reply to an email
Sends reply to a received email using message ID
Create task
Creates a new task
Create permalink
Creates a permalink for a specific message by ID
Send email
Creates and sends a new email
Create folder
Creates a new folder
Add user to organization
Adds a new user to an existing organization
Apply tag on email
Applies a tag on the selected email by message ID
Add member to group
Adds a new member to an existing organization
Update permalink
Updates the details of an existing permalink by message ID
Move email to folder
Moves an email to the selected folder
Fetch permalink
Fetches the details of an existing permalink by its unique message ID
Fetch email
Fetches the details of an existing email by its unique message ID
Remove permalink
Removes the specified permalink
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.
What is Zoho Mail?
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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
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Technical Engineer, Master Liveaboards
