Integrate Zoho People with Zoho Invoice
Send information between Zoho People and Zoho Invoice automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho People and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record updated
Triggers when an existing record is updated
Record created
Triggers when a new record is created in the selected form
Record canceled
Triggers when a record is canceled
Record approved
Triggers when a record is approved
Record created or updated
Triggers when a record is created or updated in the selected form
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
Add case
Adds a new record in the HR cases module
Add employee
Adds a new employee
Cancel leave
Cancels an existing leave
Create time log entry
Creates a new time log entry
Add employee feedback
Adds a new feedback for the employee
Fetch leave type
Fetches the details of an existing leave type by employee name, ID, or email address
Create attendance entry
Creates a check-in and/or check-out time entry
Create announcement
Creates a new announcement
Create record
Creates a new record in the selected form
Add check-in and check-out entry
Adds automated check-in and check-out entries to track attendance
Update record
Updates the details of an existing record
Update time log entry
Updates an existing time log entry
Reject record
Rejects the pending records
Approve record
Approves the pending records
Update project
Updates the details of an existing project
Fetch record
Fetches the details of an existing record by field value
Get user availability
Gets the office availability of the specified user
Fetch leave record by leave details
Fetches the details of an existing leave record using date, employee record ID, and leave type ID
Fetch time log entry
Fetches the details of an existing time log entry
Fetch leave record by record ID
Fetches the details of an existing leave record by record ID
Fetch announcement
Fetches the details of an existing announcement by ID or search term
Fetch employee
Fetches the details of an existing employee by email address or employee 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 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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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Hitesh Matlani
Director - Business Development and Operations, Avid Brio
Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.
Sean Rivers
Platform Evangelist, Relay Inc.
Zoho Flow has streamlined our data management. We no longer have to worry about handwritten notes, transcription errors and data loss. It has eliminated the need to manually process data by ensuring it syncs automatically and in real time.
Karine McGraw
Deputy Director, Nexivo
