Integrate Chatra with Zoho Invoice

Send information between Chatra and Zoho Invoice automatically, without writing any code, using Zoho Flow.

Build your own integrations between Chatra and Zoho Invoice

Connect Chatra and Zoho Invoice with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Chatra and Zoho Invoice using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Conversation ended

Triggers when a conversation is ended

Message sent in conversation

Triggers when a new message is sent in a conversation by a visitor or an agent

Conversation started

Triggers when a new conversation is started by a visitor or an agent

Credit note created

Triggers when a new credit note is created

Payment received

Triggers when a new payment is received

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

Invoice updated

Triggers when any detail of an existing invoice is updated

Item updated

Triggers when any detail of an existing item is updated

Item created

Triggers when a new item is created in the selected organization

Project created

Triggers when a new project is created

Timesheet updated

Triggers when the details of an existing timesheet are updated

Contact updated

Triggers when any detail of an existing contact is updated

Payment updated

Triggers when any detail of an existing payment is updated

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Invoice created

Triggers when a new invoice is created

Contact person created

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

Timesheet created

Triggers when a new timesheet is created

Estimate updated

Triggers when any detail of an existing estimate is updated

Project updated

Triggers when any detail of an existing project is updated

Recurring expense created

Triggers when a new recurring expense is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Send message

Sends a message on behalf of a random agent

Send message on behalf of agent or group

Sends a message on behalf of an agent or a group

Fetch visitor

Fetches the details of a visitor

Request payment information

Sends a payment information request to the specified email address

Create item

Creates a new item

Send invoice

Sends an existing invoice to the specified recipients

Create invoice

Creates a new invoice

Create contact person

Creates a new contact person for the selected contact

Create contact

Creates a new contact

Mark as primary contact person

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

Create task

Creates a new task in the specified project

Send estimate

Sends an existing estimate to the specified recipients

Create estimate

Creates a new estimate

Add address for customer

Adds address details for an existing customer

Create project

Creates a new project

Create recurring expense

Creates a new recurring expense

Send retainer invoice

Sends a retainer invoice to the specified email address

Create recurring invoice

Creates a new recurring invoice

Record payment

Records a payment for an existing invoice

Update contact

Updates the details of an existing contact

Update estimate

Updates the details of an existing estimate

Update item

Updates the details of an existing item

Update contact person

Updates the details of an existing contact person

Update invoice

Updates the details of an existing invoice

Update invoice status

Updates the status of an existing invoice

Update payment link

Updates the details of an existing payment link

Create payment link

Creates a payment link

Fetch public invoice payment link

Fetches the payment link for the specified invoice

Fetch recurring expense

Fetches the details of an existing recurring expense

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 estimate

Fetches the details of an existing invoice

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 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 item by SKU

Fetches the details of an existing item by SKU

What is Chatra?

Chatra is a live-chat, email and social messaging platform that lets you add live chat to your website and talk with your website visitors in real-time, get website insights and more.

Customer Support

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.

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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 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

We chose Zoho Flow for its 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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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