Integrate Zoho Invoice with Zoho Sites
Send information between Zoho Invoice and Zoho Sites automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Invoice and Zoho Sites using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Recurring expense created
Triggers when a new recurring expense is created
Payment updated
Triggers when any detail of an existing payment is updated
Item created
Triggers when a new item is created in the selected organization
Project updated
Triggers when any detail of an existing project is updated
Contact created
Triggers when a new contact is created
Item updated
Triggers when any detail of an existing item 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
Contact person created
Triggers when a new contact person is created for an existing contact
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Timesheet created
Triggers when a new timesheet is created
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 created
Triggers when a new invoice is created
Project created
Triggers when a new project is created
Estimate updated
Triggers when any detail of an existing estimate is updated
Payment received
Triggers when a new payment is received
Timesheet updated
Triggers when the details of an existing timesheet are updated
Invoice updated
Triggers when any detail of an existing invoice is updated
All Actions - Actions are the automated tasks
Send retainer invoice
Sends a retainer invoice to the specified email address
Create recurring invoice
Creates a new recurring invoice
Create item
Creates a new item
Request payment information
Sends a payment information request to the specified email address
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Create estimate
Creates a new estimate
Send estimate
Sends an existing estimate to the specified recipients
Create invoice
Creates a new invoice
Send invoice
Sends an existing invoice to the specified recipients
Create contact
Creates a new contact
Create contact person
Creates a new contact person for the selected contact
Record payment
Records a payment for an existing invoice
Create task
Creates a new task in the specified project
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
Update contact
Updates the details of an existing contact
Update contact person
Updates the details of an existing contact person
Update item
Updates the details of an existing item
Update estimate
Updates the details of an existing estimate
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 contact by ID
Fetches the details of an existing contact by ID
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch item by ID
Fetches the details of an existing item by ID
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch contact by email
Fetches the details of an existing contact by email
Fetch item by name
Fetches the details of an existing item by name
Fetch estimate
Fetches the details of an existing invoice
Fetch user
Fetches the details of an existing user by ID, name, or email address
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch payment
Fetches the details of an existing payment
Invite member to group
Invites an existing user to the selected group
Create blog post
Creates a new blog post
Invite member to portal
Invites a user to the selected portal using email address
Remove members from group
Removes the specified members from the selected group
Reinvite member to portal
Reinvites a user to the selected portal using email address
Remove member from portal
Removes the specified member from the selected portal
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.
Similar apps
What is Zoho Sites?
Similar apps
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Logic
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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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