Integrate Instantly with Zoho Invoice
Send information between Instantly and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new invoice in Zoho Invoice when a lead opens a link in any campaign email or a selected campaign email in Instantly
Integrate Instantly with Zoho Invoice using Zoho Flow. Whenever a lead opens a link in any campaign email or a selected campaign email in Instantly, Zoho Flow automatically creates a new invoice in Zoho Invoice. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a lead opens a link in any campaign email or a selected campaign email in Instantly.
- Zoho Flow creates a new invoice in Zoho Invoice.
Create a new invoice in Zoho Invoice when a lead opens a link in any campaign email or a selected campaign email in Instantly
Instantly + Zoho Invoice
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Supported triggers and actions
Integrate Instantly and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Email link clicked
Triggers when a lead opens a link in any campaign email or a selected campaign email
Campaign completed
Triggers when an existing campaign is completed
Email sent
Triggers when an email is sent to a lead from any campaign or a selected campaign
Email bounced
Triggers when a lead email is bounced from any campaign or a selected campaign
Email replied
Triggers when a lead replies to an email from any campaign or a selected campaign
Email opened
Triggers when a lead opens an email from any campaign or a selected campaign
Lead event occurred
Triggers when a new lead event has occurred
Timesheet created
Triggers when a new timesheet is created
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
Payment updated
Triggers when any detail of an existing payment is updated
Item updated
Triggers when any detail of an existing item 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
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
Project updated
Triggers when any detail of an existing project is updated
Credit note created
Triggers when a new credit note is created
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
Payment received
Triggers when a new payment is received
Estimate updated
Triggers when any detail of an existing estimate is updated
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
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 lead to list
Adds a lead to an existing list
Add tag to campaign
Adds a custom tag to an existing campaign
Add lead to campaign
Adds a lead to an existing campaign
Create custom tag
Creates a new custom tag
Remove tag from campaign
Removes a tag from campaign
Reply to an email
Sends reply to an email received
Add to blocklist
Adds entries to blocklist by email or domain
Update lead status
Updates the status of the specified lead
Fetch list
Fetches the details of an existing list
Fetch lead
Fetches the details of an existing lead
Fetch campaign
Fetches the details of an existing campaign
Fetch custom tag
Fetches the details of an existing custom tag
Remove from blocklist
Removes an entry from the blocklist
Delete lead
Deletes the specified lead
Create retainer invoice
Creates a new retainer invoice
Request payment information
Sends a payment information request to the specified email address
Create timesheet
Creates a new timesheet entry
Create item
Creates a new item
Stop timer
Stops the timer that is currently running
Send retainer invoice
Sends a retainer invoice to the specified email address
Send invoice
Sends an existing invoice to the specified recipients
Create invoice
Creates a new invoice
Add address for customer
Adds address details for an existing customer
Create task
Creates a new task in the specified project
Create estimate
Creates a new estimate
Record payment
Records a payment for an existing invoice
Create project
Creates a new project
Create recurring invoice
Creates a new recurring invoice
Start timer
Starts timer for the selected task
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 expense
Creates a new recurring expense
Create contact
Creates a new contact
Send estimate
Sends an existing estimate to the specified recipients
Update timesheet
Updates the details of an existing timesheet
Update contact person
Updates the details of an existing contact person
Update invoice status
Updates the status of an existing invoice
Update project
Updates the details of an existing project
Update invoice
Updates the details of an existing invoice
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update item
Updates the details of an existing item
Create payment link
Creates a payment link
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 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 project
Fetches the details of an existing project by ID
Fetch public invoice payment link
Fetches the payment link for the specified invoice
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 invoice by ID
Fetches the details of an existing invoice by ID
Fetch payment
Fetches the details of an existing payment
Fetch item by ID
Fetches the details of an existing item 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 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
Fetch recurring expense
Fetches the details of an existing recurring expense
What is Instantly?
Instantly is a sales engagement and lead intelligence tool that helps businesses find warm leads, manage email campaigns, reach primary inboxes and more.
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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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