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