Integrate Zoho CRM with Debitoor
Send information between Zoho CRM and Debitoor automatically, without writing any code, using Zoho Flow.
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Create an invoice in Debitoor for newly acquired deals in Zoho CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in Debitoor for every finalised deal in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in Debitoor.
Create an invoice in Debitoor for newly acquired deals in Zoho CRM
Zoho CRM + Debitoor
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Supported triggers and actions
Integrate Zoho CRM and Debitoor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
New contact
Triggers when a new contact is created
Updated module entry
Triggers when an entry is updated in the selected module
New note
Triggers when a new note is added
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New lead
Triggers when a new lead is created
Recurring invoice created
Triggers when a new recurring invoice is created
Quote created
Triggers when a new quote is generated
Supplier created or updated
Triggers when a new supplier is created. Updates the details if it already exists.
Product created
Triggers when a new product is created
Customer created or updated
Triggers when a new customer is created. Updates the details if it already exists.
Delivery note created or updated
Triggers when a new delivery note is created. Updates the details if it already exists.
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
Add tags
Adds tags to the specified record
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update related module entry
Relates an entry in this module with an entry in another module
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Draft email template
Drafts an email based on the selected template
Send mail merge
Sends a mail merge with details of the selected record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Remove tags
Removes tags from the specified record
Update user
Updates the details of an existing user based on user ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch event
Fetches an event by its title or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch email template
Fetches an email template by name
Fetch inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
Create product
Creates a new product
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create quote
Creates a new quote
Create supplier
Creates a new supplier
Create recurring invoice
Creates a new recurring invoice
Create delivery note
Creates a new delivery note
Convert quote to invoice
Converts the specified quote to draft invoice
Update product
Updates the details of an existing product
Update supplier
Updates the details of an existing supplier
Update customer
Updates the details of an existing customer
Fetch customer
Fetches the details of an existing customer using email address
Fetch product
Fetches the details of an existing product using SKU or reference
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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What is Debitoor?
Debitoor is invoicing and accounting software designed for freelancers and small businesses. It enables entrepreneurs to create, send, and manage invoices and quotes.
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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.
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