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Integrate Zoho CRM with Zoho Invoice
Send information between Zoho CRM and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Copy Zoho CRM contacts to Zoho Invoice
When a contact is added in Zoho CRM, this flow makes a copy of the details in Zoho Invoice, helping you create invoices and estimates more quickly.
How it works
1. A new contact is created in Zoho CRM.
2. Zoho Flow creates a corresponding contact in Zoho Invoice.
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Copy Zoho CRM contacts to Zoho Invoice
Zoho CRM + Zoho Invoice
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Create an invoice in Zoho Invoice for newly acquired deals in Zoho CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Zoho Invoice each time a deal is closed 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 Zoho Invoice.
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Create an invoice in Zoho Invoice for newly acquired deals in Zoho CRM
Zoho CRM + Zoho Invoice
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Create a new contact in Zoho Invoice whenever a new contact is created in Zoho CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Zoho Invoice each time a new contact is created in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in Zoho Invoice.
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Create a new contact in Zoho Invoice whenever a new contact is created in Zoho CRM
Zoho CRM + Zoho Invoice
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Build your own integrations between Zoho CRM and Zoho Invoice
Connect Zoho CRM and Zoho Invoice 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 Zoho Invoice 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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Item updated
Triggers when any detail of an existing item is updated
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Contact created
Triggers when a new contact is created
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Contact person created
Triggers when a new contact person is created for an existing contact
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Timesheet updated
Triggers when the details of an existing timesheet are updated
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Credit note created
Triggers when a new credit note is created
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Invoice updated
Triggers when any detail of an existing invoice is updated
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Estimate created
Triggers when a new estimate is created in the selected organization
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Project updated
Triggers when any detail of an existing project is updated
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Invoice created
Triggers when a new invoice is created
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Recurring expense created
Triggers when a new recurring expense is created
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Item created
Triggers when a new item is created in the selected organization
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Credit note updated
Triggers when the details of an existing credit note are updated
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Payment received
Triggers when a new payment is received
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Contact updated
Triggers when any detail of an existing contact is updated
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Estimate updated
Triggers when any detail of an existing estimate is updated
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Recurring expense updated
Triggers when the details of an existing recurring expense are updated
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Timesheet created
Triggers when a new timesheet is created
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Payment updated
Triggers when any detail of an existing payment is updated
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Project created
Triggers when a new project is created
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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Create recurring expense
Creates a new recurring expense
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Create contact
Creates a new contact
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Send estimate
Sends an existing estimate to the specified recipients
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Create timesheet
Creates a new timesheet entry
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Create task
Creates a new task in the specified project
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Record payment
Records a payment for an existing invoice
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Start timer
Starts timer for the selected task
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Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
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Create recurring invoice
Creates a new recurring invoice
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Add address for customer
Adds address details for an existing customer
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Create project
Creates a new project
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Create contact person
Creates a new contact person for the selected contact
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Send invoice
Sends an existing invoice to the specified recipients
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Request payment information
Sends a payment information request to the specified email address
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Create retainer invoice
Creates a new retainer invoice
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Create item
Creates a new item
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Create estimate
Creates a new estimate
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Send retainer invoice
Sends a retainer invoice to the specified email address
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Stop timer
Stops the timer that is currently running
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Create invoice
Creates a new invoice
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Create payment link
Creates a payment link
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Update item
Updates the details of an existing item
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Update payment link
Updates the details of an existing payment link
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Update contact
Updates the details of an existing contact
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Update contact person
Updates the details of an existing contact person
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Update timesheet
Updates the details of an existing timesheet
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Update invoice status
Updates the status of an existing invoice
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Update estimate
Updates the details of an existing estimate
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Update invoice
Updates the details of an existing invoice
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Update project
Updates the details of an existing project
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Update task
Updates the details of an existing task
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Fetch public invoice payment link
Fetches the payment link for the specified invoice
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Fetch project
Fetches the details of an existing project by ID
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Fetch contact by ID
Fetches the details of an existing contact by ID
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Fetch payment
Fetches the details of an existing payment
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Fetch invoice by ID
Fetches the details of an existing invoice by ID
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Fetch item by ID
Fetches the details of an existing item by ID
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Fetch user
Fetches the details of an existing user by ID, name, or email address
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Fetch item by name
Fetches the details of an existing item by name
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Fetch recurring expense
Fetches the details of an existing recurring expense
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Fetch invoice by number
Fetches the details of an existing invoice by number
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Fetch contact by email
Fetches the details of an existing contact by email
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Fetch contact by display name
Fetches the details of an existing contact by display name
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Fetch timesheet
Fetches the details of an existing timesheet by ID
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Fetch item by SKU
Fetches the details of an existing item by SKU
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Fetch estimate
Fetches the details of an existing invoice
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Fetch task
Fetches the details of an existing task by ID
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 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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