Integrate Zoho Invoice with Zoho Vault

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

Build your own integrations between Zoho Invoice and Zoho Vault

Connect Zoho Invoice and Zoho Vault 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 Zoho Invoice and Zoho Vault using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

Share password with user groups

Shares the selected password with the specified user groups

Share folder to group

Shares the selected folder to the specified group

Share folder with users

Shares the selected folder with the specified users

Create folder

Creates a new folder

Share password with users

Shares the selected password with the specified users

Stop sharing password with users

Stop sharing the selected password with the specified users

Stop sharing password with user groups

Stop sharing the selected password with the selected user groups

Stop sharing folder with users

Stop sharing the selected folder with the specified users

Fetch user group

Fetches the details of an existing user group by name

Fetch folder

Fetches the details of an existing folder by name

Fetch user - By name

Fetches the details of an existing user by name

Fetch user - By email address

Fetches the details of an existing user using email address

Fetch password

Fetches an existing password by name

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 Vault?

Zoho Vault is online password management software that lets businesses securely store, share and manage passwords and other sensitive data and access them from anywhere.

IT Security Zoho

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY