Integrate Salesflare with Zoho Invoice

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

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Create a new contact is in Zoho Invoice each time a new contact is created in Salesflare

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Zoho Invoice each time a new contact is created in Salesflare.

How it works
  1. The flow triggers when a new contact is created in Salesflare.
  2. Zoho Flow creates a new contact in Zoho Invoice.
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Create a new contact is in Zoho Invoice each time a new contact is created in Salesflare

Salesflare + Zoho Invoice

Build your own integrations between Salesflare and Zoho Invoice

Connect Salesflare and Zoho Invoice with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesflare and Zoho Invoice using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New task

Triggers when a new task is created

New contact

Triggers when a new contact is created

New account

Triggers when a new account is created

New opportunity

Triggers when a new opportunity 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

Add contact to account

Adds an existing contact to the selected account

Create meeting

Creates a new meeting

Create opportunity

Creates a new opportunity

Add user to account

Adds an existing user to the selected account

Create account

Creates a new account

Create contact

Creates a new contact

Create task

Creates a new task

Create call

Creates a new call

Fetch person

Fetches a person by ID, name, or email

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch user

Fetches a user by ID, name, or email

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch opportunity

Fetches an opportunity by ID, name, or account

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 Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

CRM

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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