Integrate Zoho SalesIQ with Zoho Invoice
Send information between Zoho SalesIQ and Zoho Invoice automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho SalesIQ and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Conversation created
Triggers when a new conversation is created
Conversation missed
Triggers when a conversation is missed
Conversation participants added
Triggers when participants are invited to the chat
Conversation transfer initiated
Triggers when a conversation transfer is initiated
Conversation transfer rejected
Triggers when a transferred chat is rejected by the operator
Conversation completed
Triggers when a conversation is completed
Operator added
Triggers when a new operator is added
Conversation transfer accepted
Triggers when a transferred chat is accepted by the operator
Department created
Triggers when a new department is created to the specified portal
Conversation rated
Triggers when a conversation is rated
Conversation participants deleted
Triggers when a participant is removed from a conversation
Conversation attender updated
Triggers when an operator picks up a chat
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
All Actions - Actions are the automated tasks
Create article
Creates a new article
Send message to latest conversation
Sends a message to the latest conversation
Associate operators to department
Associates operators to the selected department
Disable department
Disables the selected department
Enable department
Enables the selected department
Update operator status
Updates the status of an existing operator
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
What is Zoho SalesIQ?
Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.
Similar apps
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
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Toto
Technical Engineer, Master Liveaboards
