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Popular Zoho Invoice workflows


Create invoices in Zoho Invoice for new Zoho Creator records.
How it works


Create invoices in Zoho Invoice for new Zoho Creator records.
Zoho Creator + Zoho Invoice

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Supported triggers and actions
All Triggers - A trigger kickstarts the flow

Payment received
Triggers when a new payment is received

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

Estimate updated
Triggers when any detail of an existing estimate is updated

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

Contact created
Triggers when a new contact is created

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

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

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

Timesheet created
Triggers when a new timesheet is created

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

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

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

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

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

Project created
Triggers when a new project is created

Invoice created
Triggers when a new invoice is created

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

Credit note created
Triggers when a new credit note is created

Recurring expense created
Triggers when a new recurring expense is created
All Actions - Actions are the automated tasks

Create invoice
Creates a new invoice

Send estimate
Sends an existing estimate to the specified recipients

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

Create item
Creates a new item

Record payment
Records a payment for an existing invoice

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

Create recurring expense
Creates a new recurring expense

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

Create contact
Creates a new contact

Send invoice
Sends an existing invoice to the specified recipients

Add address for customer
Adds address details for an existing customer

Create estimate
Creates a new estimate

Update invoice
Updates the details of an existing invoice

Update invoice status
Updates the status of an existing invoice

Update payment link
Updates the details of an existing payment link

Create payment link
Creates a payment link

Update contact person
Updates the details of an existing contact person

Update contact
Updates the details of an existing contact

Update item
Updates the details of an existing item

Update estimate
Updates the details of an existing estimate

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

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

Fetch payment
Fetches the details of an existing payment

Fetch item by ID
Fetches the details of an existing item 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
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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