Integrate Zoho Invoice with Zoho Projects
Send information between Zoho Invoice and Zoho Projects automatically, without writing any code, using Zoho Flow.
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Create a new project in Zoho Projects whenever a new project is created in Zoho Invoice
Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will initiate a new project in Zoho Projects when a new project is established in Zoho Invoice.
How it works
- The flow triggers when a new project is created in Zoho Invoice.
- Zoho Flow creates a new project in Zoho Projects.
Create a new project in Zoho Projects whenever a new project is created in Zoho Invoice
Zoho Invoice + Zoho Projects
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Supported triggers and actions
Integrate Zoho Invoice and Zoho Projects 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
Project created
Triggers when a new project is created in the portal
Issue updated
Triggers when the details of an issue are updated in the portal
Task completed in project
Triggers when a task is marked as completed in a specific project
Task created
Triggers when a new task is created in the portal
Task overdue in project
Triggers when a task becomes overdue in the selected project
Task or subtask overdue in portal
Triggers when a task or a subtask becomes overdue in the selected portal
Issue updated in project
Triggers when the details of an issue are updated in a specific project
Milestone created
Triggers when a new milestone is created in the portal
Project comment added
Triggers when a new comment is added to a project
Milestone created in project
Triggers when a new milestone is created in a specific project
Milestone completed in project
Triggers when a milestone is marked as completed in a specific project
Task created in project
Triggers when a new task is created in a specific project
Task comment added
Triggers when a new comment is added to a task
Task created in layout
Triggers when a new task is created in a specific layout
Task or subtask updated
Triggers when a task or subtask is updated in the portal
Milestone completed
Triggers when a milestone is marked as completed in the portal
Task completed
Triggers when a task is marked as completed in the portal
Updated task in layout
Triggers when a task is updated in a specific layout
Event updated
Triggers when an existing event is updated
Event created
Triggers when a new event is created in the portal
Milestone updated in project
Triggers when a milestone is updated in a specific project
Issue comment added
Triggers when a new comment is added to an issue
Project updated
Triggers when a project's details are updated
Task list created in project
Triggers when new task list is created
Issue submitted in project
Triggers when a new issue is submitted in a specific project
Updated task in project
Triggers when a task is updated in a specific project
Issue submitted
Triggers when a new issue is submitted in the portal
Milestone updated
Triggers when a milestone is updated in the portal
Task list completed
Triggers when a task list is completed
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 milestone
Creates a new milestone in a project
Clone a task list
Clones a task list by Source ID. Source ID can be an existing task list template , project, or project template
Create tag
Creates a new tag in the portal
Add comment in project
Adds a new comment to an existing project
Add comment in task
Adds a new comment to an existing task
Create customer
Creates a new customer in the portal
Approve time log
Approves a general time log entry
Update customer
Updates the details of an existing customer
Update issue timelog
Updates the details of an existing issue time log entry
Approve issue timelog
Approves a time log entry for an issue
Update project in layout
Updates the details of an existing project by ID under a specific layout
Update issue in layout
Updates the details of an existing issue by ID under a specific layout
Update task time log
Updates the details of an existing task time log
Update task or subtask
Updates the details of an existing task or subtask by ID
Update event
Updates the details of an existing event by ID
Update time log
Updates the details of an existing general time log
Update task in layout
Updates the details of an existing task by ID under a specific layout
Update issue
Updates the details of an existing issue by ID
Update project
Updates the details of an existing project by ID
Update milestone
Updates the details of an existing milestone by ID
Approve task timelog
Approves a time log entry for a task
Update task list
Updates the details of an existing task list by ID
Fetch task by search term
Fetches the details of an existing task matching a search term like key or name
Fetch issue in project
Fetches the details of an existing issue in a project
Fetch time log
Fetches the details of an existing time log entry by the start end date time, project, owner and billing type
Fetch tag
Fetches the details of an existing tag
Fetch team
Fetches the details of an existing team by ID or Name in the portal
Fetch task in project
Fetches the details of an existing task by ID in a specific project
Fetch task list
Fetches the details of an existing task list
Fetch milestone by ID
Fetches the details of an existing milestone by its ID
Fetch option
Fetches the available options for a specific field
Fetch project by search term
Fetches the details of an existing project matching a search term like name or key
Fetch CRM deals
Fetches the CRM deals associated with a project
Fetch customer
Fetches the details of an existing customer
Fetch user in portal
Fetches the details of a user by ID or email in portal
Fetch project by ID
Fetches the details of an existing project by its ID
Fetch customer in a project
Fetches the details of all customer associated with a specific project
Fetch milestone by search term
Fetches the details of an existing milestone matching a search term like name
Create issue time log
Creates a time log entry for an existing issue
Add followers to task
Adds the specified users as followers to a task
Add client user to project
Adds a new client user to a specific project
Add client user to company
Adds a new client user to the company
Create task list
Creates a new task list in a project
Create task in layout
Creates a new task in a project under a specific layout
Associate client company to a project
Associates an existing client company with a specific project
Create task or subtask
Creates a new task or subtask in a project
Create issue in layout
Creates a new issue in a project under a specific layout
Create project in layout
Creates a new project in under a specific layout
Create project
Creates a new project in the portal
Add user to portal
Adds a new user to the portal
Create issue
Creates a new issue in a project
Add comment in issue
Adds a new comment to an existing issue
Create time log for task
Records hours worked on a specific task
Create event
Creates a new event in the portal
Add user to project
Adds a new user to a specific project
Create general time log
Creates a general time log entry for the portal
Associate team to a project
Adds a team to an existing project
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.
Similar apps
What is Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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