Integrate Simple Membership with Zoho Invoice

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

Build your own integrations between Simple Membership and Zoho Invoice

Connect Simple Membership 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 Simple Membership and Zoho Invoice using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Member event occurred

Triggers when the selected member event has occurred

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

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

Recurring expense created

Triggers when a new recurring expense is created

Invoice updated

Triggers when any detail of an existing invoice is updated

Project created

Triggers when a new project is created

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

All Actions - Actions are the automated tasks

Update membership

Updates the membership level of an existing member

Fetch member

Fetches the details of an existing member

Fetch membership level

Fetches the details of an existing membership level

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

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

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

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 payment link

Creates a payment link

Update estimate

Updates the details of an existing estimate

Update invoice

Updates the details of an existing invoice

Update item

Updates the details of an existing item

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

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

What is Simple Membership?

Simple Membership is a flexible, well-supported, and easy-to-use WordPress membership plugin for offering free and premium content from your WordPress site.

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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