Integrate Zoho Invoice with Zoho Sites
Send information between Zoho Invoice and Zoho Sites automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Invoice and Zoho Sites using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 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
Create blog post
Creates a new blog post
Remove members from group
Removes the specified members from the selected group
Invite member to group
Invites an existing user to the selected group
Invite member to portal
Invites a user to the selected portal using email address
Reinvite member to portal
Reinvites a user to the selected portal using email address
Remove member from portal
Removes the specified member from the selected portal
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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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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the 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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
