Integrate LionDesk with Zoho Invoice
Send information between LionDesk and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Zoho Invoice whenever a new contact is added in LionDesk
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Zoho Invoice whenever a new contact is added in LionDesk.
How it works
- The flow triggers when a new contact is created in LionDesk.
- Zoho Flow creates a new contact in Zoho Invoice.
Add a new contact in Zoho Invoice whenever a new contact is added in LionDesk
LionDesk + Zoho Invoice
Build your own integrations between LionDesk and Zoho Invoice
Connect LionDesk 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 LionDesk and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is added
New task
Triggers when a new task is created
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
Create task
Creates a new task
Create contact
Creates a new contact
Create event
Creates a new event
Fetch contact
Fetches an existing contact
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 LionDesk?
LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.
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.
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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
