Integrate Myphoner with Zoho Invoice
Send information between Myphoner and Zoho Invoice automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Myphoner and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead lost
Triggers when a lead is marked as loser
New call back
Triggers when a lead is marked for call back
Lead won
Triggers when a lead is marked as winner
Archived lead
Triggers when a lead is archived
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 lead
Creates a new lead
Mark lead as winner
Marks the specified lead as winner
Mark lead as loser
Marks the specified lead as loser
Update lead
Updates the details of an existing lead
Mark lead for call back
Marks the specified lead for a call back
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 Myphoner?
Myphoner is cold call tracking software with lead tracking, flexible sales pipeline, and customizable reports.
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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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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 >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
