

Integrate EvaluAgent with Zoho Invoice
Send information between EvaluAgent and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Generate a new contact in Zoho Invoice each time a new contact is created in EvaluAgent
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Zoho Invoice each time a new contact is created in EvaluAgent.
How it works
- The flow triggers when a new contact is created in EvaluAgent.
- Zoho Flow creates a new contact in Zoho Invoice.


Generate a new contact in Zoho Invoice each time a new contact is created in EvaluAgent
EvaluAgent + Zoho Invoice

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Supported triggers and actions
Integrate EvaluAgent and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Evaluation created
Triggers when a new evaluation is added

Contact created
Triggers when a new contact is created

Payment updated
Triggers when any detail of an existing payment is updated

Item updated
Triggers when any detail of an existing item is updated

Credit note updated
Triggers when the details of an existing credit note are updated

Recurring expense updated
Triggers when the details of an existing recurring expense are updated

Estimate created
Triggers when a new estimate is created in the selected organization

Project created
Triggers when a new project is created

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

Invoice updated
Triggers when any detail of an existing invoice is updated

Recurring expense created
Triggers when a new recurring expense is created

Timesheet updated
Triggers when the details of an existing timesheet are updated

Item created
Triggers when a new item is created in the selected organization

Contact updated
Triggers when any detail of an existing contact is updated

Project updated
Triggers when any detail of an existing project is updated

Credit note created
Triggers when a new credit note is created

Invoice created
Triggers when a new invoice is created

Contact created
Triggers when a new contact is created

Timesheet created
Triggers when a new timesheet is created

Payment received
Triggers when a new payment is received

Estimate updated
Triggers when any detail of an existing estimate is updated
All Actions - Actions are the automated tasks

Create contact
Creates a new contact

Create user
Adds a new user

Update user
Updates the details of an existing user. It includes activating or deactivating the user by toggling the 'active' attribute.

Send estimate
Sends an existing estimate to the specified recipients

Create recurring expense
Creates a new recurring expense

Create contact
Creates a new contact

Create retainer invoice
Creates a new retainer invoice

Create item
Creates a new item

Stop timer
Stops the timer that is currently running

Request payment information
Sends a payment information request to the specified email address

Create timesheet
Creates a new timesheet entry

Create invoice
Creates a new invoice

Add address for customer
Adds address details for an existing customer

Send retainer invoice
Sends a retainer invoice to the specified email address

Send invoice
Sends an existing invoice to the specified recipients

Record payment
Records a payment for an existing invoice

Create project
Creates a new project

Create task
Creates a new task in the specified project

Create estimate
Creates a new estimate

Create contact person
Creates a new contact person for the selected contact

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

Create recurring invoice
Creates a new recurring invoice

Start timer
Starts timer for the selected task

Update timesheet
Updates the details of an existing timesheet

Update project
Updates the details of an existing project

Update invoice
Updates the details of an existing invoice

Update contact person
Updates the details of an existing contact person

Update invoice status
Updates the status of an existing invoice

Update item
Updates the details of an existing item

Create payment link
Creates a payment link

Update contact
Updates the details of an existing contact

Update task
Updates the details of an existing task

Update estimate
Updates the details of an existing estimate

Update payment link
Updates the details of an existing payment link

Fetch estimate
Fetches the details of an existing invoice

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 public invoice payment link
Fetches the payment link for the specified invoice

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

Fetch task
Fetches the details of an existing task by ID

Fetch invoice by ID
Fetches the details of an existing invoice by ID

Fetch payment
Fetches the details of an existing payment

Fetch timesheet
Fetches the details of an existing timesheet by ID

Fetch contact by ID
Fetches the details of an existing contact by ID

Fetch contact by email
Fetches the details of an existing contact by email

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 recurring expense
Fetches the details of an existing recurring expense

Fetch item by name
Fetches the details of an existing item by name

Fetch contact by display name
Fetches the details of an existing contact by display name
What is EvaluAgent?
EvaluAgent is a multi-channel quality assurance monitoring platform for customer service teams. It provides features such as customer surveys, evaluations, e-learning, reporting, and more.
Similar apps
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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