Integrate Omnisend with Zoho Invoice

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

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Generate an invoice in Zoho Invoice for any new orders received in Omnisend

Reduce the administrative workload associated with manual invoice creation. This flow will produce a new invoice in Zoho Invoice for each new order created in Omnisend.

How it works
  1. The flow triggers when a new order is created in Omnisend.
  2. Zoho Flow creates a new invoice in Zoho Invoice.
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Generate an invoice in Zoho Invoice for any new orders received in Omnisend

Omnisend + Zoho Invoice

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Supported triggers and actions

Integrate Omnisend and Zoho Invoice using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Order created

Triggers when a new order is created

Product added

Triggers when a new product is added

Campaign created

Triggers when a new campaign is created

Contact updated

Triggers when any detail of an existing contact is updated

Contact created

Triggers when a new contact is created

Item created

Triggers when a new item is created in the selected organization

Credit note created

Triggers when a new credit note is created

Invoice created

Triggers when a new invoice is created

Credit note updated

Triggers when the details of an existing credit note are updated

Project updated

Triggers when any detail of an existing project is updated

Invoice updated

Triggers when any detail of an existing invoice is updated

Payment received

Triggers when a new payment is received

Payment updated

Triggers when any detail of an existing payment is updated

Project created

Triggers when a new project is created

Estimate created

Triggers when a new estimate is created in the selected organization

Estimate updated

Triggers when any detail of an existing estimate is updated

Recurring expense created

Triggers when a new recurring expense is created

Item updated

Triggers when any detail of an existing item is updated

Contact person created

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

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Timesheet created

Triggers when a new timesheet is created

Timesheet updated

Triggers when the details of an existing timesheet are updated

All Actions - Actions are the automated tasks

Create or update contact

Creates a new contact or updates an existing contact. This action creates or updates based on email.

Create order

Creates a new order

Add product

Adds a new product

Update order

Updates the details of an existing order

Update product

Updates the details of an existing product

Fetch contact

Fetches the details of an existing contact

Create recurring expense

Creates a new recurring expense

Mark as primary contact person

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

Send estimate

Sends an existing estimate to the specified recipients

Create contact

Creates a new contact

Create retainer invoice

Creates a new retainer invoice

Create item

Creates a new item

Create timesheet

Creates a new timesheet entry

Create recurring invoice

Creates a new recurring invoice

Send invoice

Sends an existing invoice to the specified recipients

Create contact person

Creates a new contact person for the selected contact

Start timer

Starts timer for the selected task

Create estimate

Creates a new estimate

Create project

Creates a new project

Stop timer

Stops the timer that is currently running

Create invoice

Creates a new invoice

Send retainer invoice

Sends a retainer invoice to the specified email address

Create task

Creates a new task in the specified project

Add address for customer

Adds address details for an existing customer

Record payment

Records a payment for an existing invoice

Request payment information

Sends a payment information request to the specified email address

Update project

Updates the details of an existing project

Update estimate

Updates the details of an existing estimate

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Update payment link

Updates the details of an existing payment link

Update invoice status

Updates the status of an existing invoice

Update invoice

Updates the details of an existing invoice

Update item

Updates the details of an existing item

Update timesheet

Updates the details of an existing timesheet

Create payment link

Creates a payment link

Update contact person

Updates the details of an existing contact person

Fetch public invoice payment link

Fetches the payment link for the specified invoice

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch timesheet

Fetches the details of an existing timesheet by ID

Fetch project

Fetches the details of an existing project by ID

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch contact by display name

Fetches the details of an existing contact by display name

Fetch recurring expense

Fetches the details of an existing recurring expense

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 by ID, name, or email address

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch payment

Fetches the details of an existing payment

Fetch contact by email

Fetches the details of an existing contact by email

Fetch item by ID

Fetches the details of an existing item by ID

Fetch item by name

Fetches the details of an existing item by name

What is Omnisend?

Omnisend is an ecommerce marketing automation platform. You can provide coupon codes, track abandoned carts, and manage subscribers in segments.

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.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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