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Integrate Zoho CRM with Invoice Ninja
Send information between Zoho CRM and Invoice Ninja automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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
- The flow triggers when an existing deal is updated in Zoho CRM.
- 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
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Build your own integrations between Zoho CRM and Invoice Ninja
Connect Zoho CRM and Invoice Ninja 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 CRM and Invoice Ninja using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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New note
Triggers when a new note is added
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Entry created or updated
Triggers when a record entry is created or updated
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User created or updated
Triggers when the details of an existing user are created or updated
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New contact
Triggers when a new contact is created
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New module
Triggers when a new module is created
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New lead
Triggers when a new lead is created
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New user
Triggers when a new user is created
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Updated module entry
Triggers when an entry is updated in the selected module
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Updated deal
Triggers when an existing deal is updated
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Invoice added
Trigger when a new invoice is added
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Quote added
Trigger when a new quote is added
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Client added
Trigger when a new client is added
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Payment added
Trigger when a new payment is added
All Actions - Actions are the automated tasks
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Convert lead to contact
Converts a lead to a contact
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Draft email template
Drafts an email based on the selected template
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Enroll cadence
Enrolls an existing record to a cadence
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Update related module entry
Relates an entry in this module with an entry in another module
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Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
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Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
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Remove tags
Removes tags from the specified record
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Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
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Send mail merge
Sends a mail merge with details of the selected record
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Send email template
Sends an email to the specified users
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Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
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Add note
Adds a note to the selected module
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Un-enroll cadence
Un-enrolles a record from the cadence
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Add tags
Adds tags to the specified record
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Add user
Adds a new user
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Update module entry
Updates the specified module entry
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Raise signal
Raises a signal to Zoho CRM
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Update user
Updates the details of an existing user based on user ID
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Clone module entry
Clones an existing module entry
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Fetch account
Fetches an account by its name or unique ID
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Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
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Fetch event
Fetches an event by its title or unique ID
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Fetch lead
Fetches a lead by email address or unique ID
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Fetch contact
Fetches a contact by email address, unique ID, or name
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Fetch user
Fetches the details of an existing user by name or email address
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Fetch email template
Fetches an email template by name
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Fetch inventory template
Fetches an inventory template using ID
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Cancel call
Cancels a event
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Delete module entry
Deletes the specified entry
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Fetch module entry
Fetches a module entry by the specified values
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Fetch product
Fetches a product by its name or unique ID
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Send invoice
Sends an existing invoice to a client via email
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Create product
Creates a new product
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Create payment
Creates a new payment
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Create invoice
Creates a new invoice
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Create client
Creates a new client
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Create expense
Creates a new expense
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Create task
Creates a new task
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Fetch client by ID
Fetches the details of an existing client record by ID
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Fetch invoice by ID
Fetches the details of an existing invoice by ID
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Fetch vendor by ID
Fetches the details of an existing vendor by ID
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Fetch product by key
Fetches the details of an existing product by key
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Fetch expense category by ID
Fetches an existing expense category by ID
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Fetch invoice by number
Fetches the details of an existing invoice by number
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Fetch client by name
Fetches the details of an existing client record by name
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Fetch expense category by name
Fetches an existing expense category by name
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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.
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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.
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