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 700+ 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

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

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 password with users

Shares the selected password with the specified users

Create folder

Creates a new folder

Share folder with users

Shares the selected folder 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 - By name

Fetches the details of an existing user by name

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 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.

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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.

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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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