Integrate Chatra with Zoho Invoice

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

Build your own integrations between Chatra and Zoho Invoice

Connect Chatra and Zoho Invoice with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Chatra and Zoho Invoice using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Message sent in conversation

Triggers when a new message is sent in a conversation by a visitor or an agent

Conversation started

Triggers when a new conversation is started by a visitor or an agent

Conversation ended

Triggers when a conversation is ended

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Timesheet created

Triggers when a new timesheet is created

Contact person created

Triggers when a new contact person is created for an existing contact

Invoice created

Triggers when a new invoice is created

Credit note created

Triggers when a new credit note is created

Contact created

Triggers when a new contact is created

Project created

Triggers when a new project is created

Timesheet updated

Triggers when the details of an existing timesheet are updated

Contact updated

Triggers when any detail of an existing contact is updated

Estimate updated

Triggers when any detail of an existing estimate is updated

Payment updated

Triggers when any detail of an existing payment is updated

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

Estimate created

Triggers when a new estimate is created in the selected organization

Item updated

Triggers when any detail of an existing item is updated

Recurring expense created

Triggers when a new recurring expense is created

Project updated

Triggers when any detail of an existing project 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

All Actions - Actions are the automated tasks

Send message on behalf of agent or group

Sends a message on behalf of an agent or a group

Send message

Sends a message on behalf of a random agent

Fetch visitor

Fetches the details of a visitor

Create estimate

Creates a new estimate

Mark as primary contact person

Marks the specified contact person as the primary contact person for the company

Create project

Creates a new project

Send estimate

Sends an existing estimate to the specified recipients

Create contact

Creates a new contact

Send invoice

Sends an existing invoice to the specified recipients

Create task

Creates a new task in the specified project

Create contact person

Creates a new contact person for the selected contact

Create item

Creates a new item

Create recurring invoice

Creates a new recurring invoice

Request payment information

Sends a payment information request to the specified email address

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

Create recurring expense

Creates a new recurring expense

Create invoice

Creates a new invoice

Update estimate

Updates the details of an existing estimate

Create payment link

Creates a payment link

Update invoice

Updates the details of an existing invoice

Update payment link

Updates the details of an existing payment link

Update contact person

Updates the details of an existing contact person

Update contact

Updates the details of an existing contact

Update invoice status

Updates the status of an existing invoice

Update item

Updates the details of an existing item

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch user

Fetches the details of an existing user by ID, name, or email address

Fetch item by ID

Fetches the details of an existing item by ID

Fetch item by name

Fetches the details of an existing item by name

Fetch item by SKU

Fetches the details of an existing item by SKU

Fetch contact by email

Fetches the details of an existing contact by email

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch estimate

Fetches the details of an existing invoice

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 recurring expense

Fetches the details of an existing recurring expense

Fetch payment

Fetches the details of an existing payment

What is Chatra?

Chatra is a live-chat, email and social messaging platform that lets you add live chat to your website and talk with your website visitors in real-time, get website insights and more.

Customer Support

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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