Integrate Zoho Invoice with Zoho Vault
Send information between Zoho Invoice and Zoho Vault automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Invoice and Zoho Vault using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
Share secret with users
Shares the selected secret with users
Share chamber to group
Shares the selected chamber to a group
Share secret with user groups
Shares the selected secret with user groups
Share chamber with users
Shares the selected chamber with users
Create chamber
Creates a new chamber
Unshare secret with user groups
Unshares the selected secret with user groups
Unshare secret with users
Unshares the selected secret with users
Unshare chamber with users
Unshares the selected chamber with users
Fetch user group
Fetches the details of an existing user group by name
Fetch user - By name
Fetches the details of an existing user by name
Fetch secret
Fetches an existing secret by name
Fetch user - By email
Fetches the details of an existing user by email
Fetch chamber
Fetches the details of an existing chamber by 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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What is Zoho Vault?
Zoho Vault is online password management software that lets businesses securely store, share and manage passwords and other sensitive data and access them from anywhere.
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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 >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
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
