Integrate Zoho WorkDrive with Zoho Invoice
Send information between Zoho WorkDrive and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Build your own integrations between Zoho WorkDrive and Zoho Invoice
Connect Zoho WorkDrive and Zoho Invoice with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho WorkDrive and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Folder created
Triggers when a new folder is created
File event occurred
Triggers when a new file event has occurred
File updated
Triggers when the details of an existing file are updated
File moved
Triggers when a file is moved from a folder
Folder downloaded
Triggers when a folder is downloaded
File downloaded
Triggers when a file is downloaded
Folder renamed
Triggers when a folder is renamed
File created
Triggers when a new file is created
Folder event occurred
Triggers when a new folder event has occurred
File renamed
Triggers when a file is renamed
Team folder created
Triggers when a new team folder is created
Folder moved
Triggers when a folder is moved
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 member to team folder
Adds a member to the specified team folder
Create comment
Creates a new comment in the specified file
Associate data template
Associates an existing data template with the selected file
Create download link
Creates a customized download link for the specified file or folder
Create embed code
Creates an embed code for the specified file or folder
Move file or folder to trash
Moves the specified file or folder to trash
Create folder
Creates a new folder in the selected path
Create blank file
Creates a file in the specified folder
Create team folder
Creates a new team folder
Create external share link
Creates a customized external share link
Create collection link
Creates a new collection link
Fetch or create folder
Fetches the details of an existing folder. If the folder does not exist, a new folder is created.
Add label
Adds a new label to the specified resource
Add group to team folder
Adds a group to the specified team folder
Share file or folder
Shares a file or folder within your organization or external users
Copy file or folder
Creates a copy of the specified file or folder
Update file or folder share permission
Updates the share permission for the specified file or folder
Update external share link
Updates the customized external share link
Follow file or folder
Follows the specified file or folder for new updates
Move file or folder
Moves the specified file or folder
Archive or unarchive team folder
Unfollow file or folder
Unfollows the specified file or folder
Rename file or folder
Renames the specified file or folder
Fetch data template
Fetches the details of an existing data template
Fetch file or folder by ID
Fetches the details of an existing file or folder by ID
Fetch file - By keyword
Fetches the details of a file by keyword in the name or content
Fetch folder
Fetches the details of a folder by name
Fetch file - By name
Fetches the details of a file by name
Remove label
Removes an existing label from the specified resource
Remove share link
Removes the specified share link
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 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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Logic
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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 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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
