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 won
Triggers when a lead is marked as winner
Lead lost
Triggers when a lead is marked as loser
Archived lead
Triggers when a lead is archived
New call back
Triggers when a lead is marked for call back
Credit note updated
Triggers when the details of an existing credit note are updated
Project created
Triggers when a new project 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
Timesheet created
Triggers when a new timesheet is created
Estimate updated
Triggers when any detail of an existing estimate 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
Contact updated
Triggers when any detail of an existing contact is updated
Payment updated
Triggers when any detail of an existing payment is updated
Project updated
Triggers when any detail of an existing project is updated
Estimate created
Triggers when a new estimate is created in the selected organization
Recurring expense created
Triggers when a new recurring expense is created
Contact created
Triggers when a new contact is created
Item updated
Triggers when any detail of an existing item is updated
Credit note created
Triggers when a new credit note is created
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Invoice created
Triggers when a new invoice is created
Payment received
Triggers when a new payment is received
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Mark lead for call back
Marks the specified lead for a call back
Mark lead as loser
Marks the specified lead as loser
Mark lead as winner
Marks the specified lead as winner
Update lead
Updates the details of an existing lead
Request payment information
Sends a payment information request to the specified email address
Create item
Creates a new item
Send invoice
Sends an existing invoice to the specified recipients
Create invoice
Creates a new invoice
Send estimate
Sends an existing estimate to the specified recipients
Create estimate
Creates a new estimate
Create recurring invoice
Creates a new recurring invoice
Record payment
Records a payment for an existing invoice
Create contact person
Creates a new contact person for the selected contact
Create contact
Creates a new contact
Add address for customer
Adds address details for an existing customer
Create project
Creates a new project
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Create task
Creates a new task in the specified project
Create recurring expense
Creates a new recurring expense
Send retainer invoice
Sends a retainer invoice to the specified email address
Update item
Updates the details of an existing item
Update contact person
Updates the details of an existing contact person
Update invoice
Updates the details of an existing invoice
Update invoice status
Updates the status of an existing invoice
Update contact
Updates the details of an existing contact
Update estimate
Updates the details of an existing estimate
Update payment link
Updates the details of an existing payment link
Create payment link
Creates a payment link
Fetch contact by ID
Fetches the details of an existing contact by ID
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 public invoice payment link
Fetches the payment link for the specified invoice
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 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 SKU
Fetches the details of an existing item by SKU
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch payment
Fetches the details of an existing payment
Fetch contact by email
Fetches the details of an existing contact by email
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
