Integrate Zoho Invoice with Wrike

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

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Create a new project in Wrike whenever a new project is created in Zoho Invoice

Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Wrike when a new project is established in Zoho Invoice.

How it works
  1. The flow triggers when a new project is created in Zoho Invoice.
  2. Zoho Flow creates a new project under the selected folder in Wrike.
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Create a new project in Wrike whenever a new project is created in Zoho Invoice

Zoho Invoice + Wrike

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Supported triggers and actions

Integrate Zoho Invoice and Wrike using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Item updated

Triggers when any detail of an existing item is updated

Contact created

Triggers when a new contact is created

Contact person created

Triggers when a new contact person is created for an existing contact

Timesheet updated

Triggers when the details of an existing timesheet are updated

Credit note created

Triggers when a new credit note is created

Invoice updated

Triggers when any detail of an existing invoice is updated

Estimate created

Triggers when a new estimate is created in the selected organization

Project updated

Triggers when any detail of an existing project is updated

Invoice created

Triggers when a new invoice is created

Recurring expense created

Triggers when a new recurring expense is created

Item created

Triggers when a new item is created in the selected organization

Credit note updated

Triggers when the details of an existing credit note are updated

Payment received

Triggers when a new payment is received

Contact updated

Triggers when any detail of an existing contact is updated

Estimate updated

Triggers when any detail of an existing estimate is updated

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Timesheet created

Triggers when a new timesheet is created

Payment updated

Triggers when any detail of an existing payment is updated

Project created

Triggers when a new project is created

Folder or project event occurred

Triggers when an event has occurred in a folder or a project

Task created

Triggers when a new task is created

Comment added for folder or project

Triggers when a new comment is added for a folder or project

Project status updated

Triggers when the status of a project is updated

Attachment added

Triggers when an attachment is added and extracts the attachment URL

Comment added for task

Triggers when a new comment is added for a task

Task status updated

Triggers when the status of a task is updated

Task event occurred

Triggers when an event has occurred in a task

Folder or project created

Triggers when a new folder or project is created

All Actions - Actions are the automated tasks

Create recurring expense

Creates a new recurring expense

Create contact

Creates a new contact

Send estimate

Sends an existing estimate to the specified recipients

Create timesheet

Creates a new timesheet entry

Create task

Creates a new task in the specified project

Record payment

Records a payment for an existing invoice

Start timer

Starts timer for the selected task

Mark as primary contact person

Marks the specified contact person as the primary contact person for the company

Create recurring invoice

Creates a new recurring invoice

Add address for customer

Adds address details for an existing customer

Create project

Creates a new project

Create contact person

Creates a new contact person for the selected contact

Send invoice

Sends an existing invoice to the specified recipients

Request payment information

Sends a payment information request to the specified email address

Create retainer invoice

Creates a new retainer invoice

Create item

Creates a new item

Create estimate

Creates a new estimate

Send retainer invoice

Sends a retainer invoice to the specified email address

Stop timer

Stops the timer that is currently running

Create invoice

Creates a new invoice

Create payment link

Creates a payment link

Update item

Updates the details of an existing item

Update payment link

Updates the details of an existing payment link

Update contact

Updates the details of an existing contact

Update contact person

Updates the details of an existing contact person

Update timesheet

Updates the details of an existing timesheet

Update invoice status

Updates the status of an existing invoice

Update estimate

Updates the details of an existing estimate

Update invoice

Updates the details of an existing invoice

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch public invoice payment link

Fetches the payment link for the specified invoice

Fetch project

Fetches the details of an existing project by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch payment

Fetches the details of an existing payment

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch item by ID

Fetches the details of an existing item by ID

Fetch user

Fetches the details of an existing user by ID, name, or email address

Fetch item by name

Fetches the details of an existing item by name

Fetch recurring expense

Fetches the details of an existing recurring expense

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch contact by email

Fetches the details of an existing contact by email

Fetch contact by display name

Fetches the details of an existing contact by display name

Fetch timesheet

Fetches the details of an existing timesheet by ID

Fetch item by SKU

Fetches the details of an existing item by SKU

Fetch estimate

Fetches the details of an existing invoice

Fetch task

Fetches the details of an existing task by ID

Fetch user

Fetches the details of an existing user

Create task

Creates a new task under the selected folder or project

Create time log entry

Creates a new time log entry for the specified task

Create folder

Creates a new folder under the selected parent folder

Create project

Creates a new project under the selected folder

Add comment to task

Adds a comment to the specified task

Add comment to folder or project

Adds a comment to the selected folder or project

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task

Fetch folder or project

Fetches the details of an existing folder or project

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.

What is Wrike?

Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.

Build comprehensive workflows using

Webhook triggers

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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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Technical Engineer, Master Liveaboards

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