Integrate Kantree with Zoho Invoice
Send information between Kantree and Zoho Invoice automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Kantree and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Group created
Triggers when a new group is created
Card updated
Triggers when the details of an existing card are updated
Recurring card created
Triggers when a new recurring card is created
Group updated
Triggers when an existing group is updated
Comment updated
Triggers when an existing comment is updated
Workspace updated
Triggers when the details of an existing workspace are updated
Comment created
Triggers when a new comment is created
Card relocated
Triggers when an existing card is relocated
Card created
Triggers when a new card is created
New organization member added
Triggers when a new member is added to an existing organization
Organization created
Triggers when a new organization is created
Workspace created
Triggers when a new workspace is created
Card archived
Triggers when an existing card is archived
Comment pinned
Triggers when an existing comment is pinned
Credit note created
Triggers when a new credit note is created
Recurring expense created
Triggers when a new recurring expense is created
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
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 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
Estimate created
Triggers when a new estimate is created in the selected organization
Estimate updated
Triggers when any detail of an existing estimate is updated
Invoice created
Triggers when a new invoice is created
Timesheet created
Triggers when a new timesheet is created
Payment updated
Triggers when any detail of an existing payment is updated
Contact created
Triggers when a new contact is created
Project updated
Triggers when any detail of an existing project is updated
Contact updated
Triggers when any detail of an existing contact is updated
Payment received
Triggers when a new payment is received
Credit note updated
Triggers when the details of an existing credit note are updated
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Invite organization member
Invites a new member to an existing organization
Create team
Creates a new team
Invite project member
Invites a new member to a existing project
Create card
Creates a new card
Create organization
Creates a new organization
Create group
Creates a new group
Create recurring card
Creates a new recurring card
Create workspace
Creates a new workspace
Create role
Creates a new role
Create comment
Creates a new comment
Update recurring card
Updates the details of an existing recurring card
Update workspace
Updates the details of an existing workspace
Update card
Update the details of an existing card
Update organization member permission
Updates the permission details of an existing organization member
Update comment
Updates the details of an existing comment
Update project member
Updates the details of an existing project member
Update organization
Updates the details of an existing organization
Update team
Updates the details of an existing team
Update role
Updates the details of an existing role
Update group
Updates the details of an existing group
Fetch role
Fetches the details of an existing role using ID
Fetch team
Fetches the details of an existing team using ID
Fetch comment
Fetches the details of an existing comment using ID
Fetch group
Fetches the details of an existing group using ID
Fetch workspace
Fetches the details of an existing workspace using ID
Fetch organization
Fetches the details of an existing organization using ID
Fetch card
Fetches the details of an existing card using ID
Update item
Updates the details of an existing item
Update payment link
Updates the details of an existing payment link
Update contact
Updates the details of an existing contact
Update contact person
Updates the details of an existing contact person
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update timesheet
Updates the details of an existing timesheet
Update invoice status
Updates the status of an existing invoice
Create estimate
Creates a new estimate
Send retainer invoice
Sends a retainer invoice to the specified email address
Add address for customer
Adds address details for an existing customer
Record payment
Records a payment for an existing invoice
Send invoice
Sends an existing invoice to the specified recipients
Request payment information
Sends a payment information request to the specified email address
Stop timer
Stops the timer that is currently running
Create invoice
Creates a new invoice
Create timesheet
Creates a new timesheet entry
Create recurring expense
Creates a new recurring expense
Create retainer invoice
Creates a new retainer invoice
Create item
Creates a new item
Create contact
Creates a new contact
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Send estimate
Sends an existing estimate to the specified recipients
Create recurring invoice
Creates a new recurring invoice
Start timer
Starts timer for the selected task
Create task
Creates a new task in the specified project
Create project
Creates a new project
Create contact person
Creates a new contact person for the selected contact
Create payment link
Creates a payment link
Update estimate
Updates the details of an existing estimate
Update invoice
Updates the details of an existing invoice
Fetch public invoice payment link
Fetches the payment link for the specified invoice
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 timesheet
Fetches the details of an existing timesheet by ID
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch project
Fetches the details of an existing project by ID
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 estimate
Fetches the details of an existing invoice
Fetch task
Fetches the details of an existing task by ID
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch item by name
Fetches the details of an existing item by name
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 display name
Fetches the details of an existing contact by display name
What is Kantree?
Kantree is an all-in-one toolkit to plan, organize, and manage work across your company. It allows teams to work together in real-time and visually manage any kind of activity.
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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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