Integrate Zoho CRM with Invoice Ninja

Send information between Zoho CRM and Invoice Ninja automatically, without writing any code, using Zoho Flow.

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Generate an invoice in Invoice Ninja for newly closed deals in Zoho CRM

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Invoice Ninja each time a deal is won in Zoho CRM.

How it works
  1. The flow triggers when an existing deal is updated in Zoho CRM.
  2. Zoho Flow creates a new invoice in Invoice Ninja.
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Generate an invoice in Invoice Ninja for newly closed deals in Zoho CRM

Zoho CRM + Invoice Ninja

Build your own integrations between Zoho CRM and Invoice Ninja

Connect Zoho CRM and Invoice Ninja with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho CRM and Invoice Ninja 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 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

Entry created or updated

Triggers when a record entry is created or updated

New module

Triggers when a new module is created

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

Invoice added

Trigger when a new invoice is added

Quote added

Trigger when a new quote is added

Client added

Trigger when a new client is added

Payment added

Trigger when a new payment is added

All Actions - Actions are the automated tasks

Add tags

Adds tags to the specified record

Add user

Adds a new user

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.

Send email template

Sends an email to the specified users

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

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 contact

Creates a new contact. Updates the contact details if the email already exists.

Update module entry

Updates the specified module entry

Raise signal

Raises a signal to Zoho CRM

Remove tags

Removes tags from the specified 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

Convert lead to contact

Converts a lead to a contact

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 account

Fetches an account by its name or unique ID

Fetch lead

Fetches a lead by email address or unique ID

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 inventory template

Fetches an inventory template using ID

Clone module entry

Clones an existing module entry

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch email template

Fetches an email template by name

Cancel call

Cancels a event

Delete module entry

Deletes the specified entry

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

Send invoice

Sends an existing invoice to a client via email

Create product

Creates a new product

Create payment

Creates a new payment

Create invoice

Creates a new invoice

Create client

Creates a new client

Create expense

Creates a new expense

Create task

Creates a new task

Fetch client by ID

Fetches the details of an existing client record by ID

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch vendor by ID

Fetches the details of an existing vendor by ID

Fetch product by key

Fetches the details of an existing product by key

Fetch expense category by ID

Fetches an existing expense category by ID

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch client by name

Fetches the details of an existing client record by name

Fetch expense category by name

Fetches an existing expense category by name

Fetch vendor by name

Fetches the details of an existing vendor by name

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.

What is Invoice Ninja?

Invoice Ninja is invoicing and billing software that helps you easily build and send beautiful invoices from any device that has access to the web. Your clients can print your invoices, download them as PDF files, and even pay you online from within the system.

Proposals & Invoices

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.

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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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

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Technical and Operations Head, TruAct

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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