Integrate Firmao with Zoho Invoice

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

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Supported triggers and actions

Integrate Firmao and Zoho Invoice using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Product created

Triggers when a new product is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Company created

Triggers when a new company 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 project

Creates a new project

Create task

Creates a new task

Fetch company

Fetches the details of an existing company. Optionally creates a new company if it doesn't exist.

Fetch product

Fetches the details of an existing product. Optionally creates a new product if it doesn't exist.

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 Firmao?

Firmao is an online business management software that includes CRM, integrated VoIP, task and project management, and more.

CRM

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 >

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CEO, Lakeside CNC Group

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Toto

Technical Engineer, Master Liveaboards

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