Integrate Zoho Connect with Zoho Invoice
Send information between Zoho Connect and Zoho Invoice automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Connect and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Board created
Triggers when a new board is created
Member added in board
Triggers when a member is added to a board
Event invited
Triggers when an invitee is added to an event
Task unassigned
Triggers when a task is unassigned
Announcement updated
Triggers when the details of an existing announcement is updated
Task updated
Triggers when the details of an existing task is updated
Poll created
Triggers when a new poll is created
Task status changed
Triggers when the status of an existing task is updated
Question created
Triggers when a new questions is created
Forum updated
Triggers when an existing forum post is updated
Announcement comment created
Triggers when a new comment is created in announcements
Event created
Triggers when a new event is created
Task reminder
Triggers when a task is created with a reminder
Announcement created
Triggers when a new announcement is created
Event updated
Triggers when the details of an existing event is updated
Member removed from network
Triggers when a new member is removed from the selected network
Member added in network
Triggers when a new member added to the selected network
New task created
Triggers when a new task is created
Member added in group
Triggers when a member added to group
Member removed from board
Triggers when a member is removed from a board
Task open
Triggers when a task status is marked as open
Group created
Triggers when a new group is created
Status created
Triggers when a new conversation is posted
Task assigned
Triggers when a task is assigned
User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment
Forum created
Triggers when a new forum is created
Task completed
Triggers when a task is completed in selected board
User mentioned in post
Triggers when the configuration user is mentioned in a conversation
Credit note created
Triggers when a new credit note is created
Item created
Triggers when a new item is created in the selected organization
Contact updated
Triggers when any detail of an existing contact is updated
Recurring expense created
Triggers when a new recurring expense is created
Credit note updated
Triggers when the details of an existing credit note are updated
Payment received
Triggers when a new payment is received
Contact created
Triggers when a new contact is created
Payment updated
Triggers when any detail of an existing payment is updated
Project created
Triggers when a new project is created
Timesheet created
Triggers when a new timesheet is created
Estimate updated
Triggers when any detail of an existing estimate 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
Item updated
Triggers when any detail of an existing item is updated
Invoice created
Triggers when a new invoice is created
Timesheet updated
Triggers when the details of an existing timesheet are updated
Contact person created
Triggers when a new contact person is created for an existing contact
Invoice updated
Triggers when any detail of an existing invoice is updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
All Actions - Actions are the automated tasks
Create private task
Creates a new private task
Create task in section
Creates a new task in the selected section
Add comment in task
Adds a comment in the specified task
Create conversation
Creates a new conversation in the selected group
Create group event
Creates a new group event
Create group
Creates a new group in the selected network
Create board
Creates a new board
Create private event
Creates a new private event
Create checklist
Creates a checklist for the specified task
Create board from board template
Creates a new board from an existing saved template
Invite user
Invites a user to the selected network
Add member to board
Adds a member to the selected board
Create forum post
Creates a new forum post
Add member to group
Adds a member to the selected group
Add comment in post
Adds a comment in the specified post
Unarchive board
Unarchives the selected board
Archive board
Archives the selected board
Archive group
Archives the selected group
Unarchive group
Unarchives the selected group
Archive task
Archives the selected task
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
Create recurring invoice
Creates a new recurring invoice
Create contact
Creates a new contact
Record payment
Records a payment for an existing invoice
Add address for customer
Adds address details for an existing customer
Send retainer invoice
Sends a retainer invoice to the specified email address
Create estimate
Creates a new estimate
Create contact person
Creates a new contact person for the selected contact
Create project
Creates a new project
Create recurring expense
Creates a new recurring expense
Create timesheet
Creates a new timesheet entry
Create invoice
Creates a new invoice
Stop timer
Stops the timer that is currently running
Request payment information
Sends a payment information request to the specified email address
Send invoice
Sends an existing invoice to the specified recipients
Send estimate
Sends an existing estimate to the specified recipients
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Create item
Creates a new item
Create retainer invoice
Creates a new retainer invoice
Create task
Creates a new task in the specified project
Start timer
Starts timer for the selected task
Update project
Updates the details of an existing project
Update invoice status
Updates the status of an existing invoice
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update contact person
Updates the details of an existing contact person
Update payment link
Updates the details of an existing payment link
Update item
Updates the details of an existing item
Update invoice
Updates the details of an existing invoice
Update estimate
Updates the details of an existing estimate
Update timesheet
Updates the details of an existing timesheet
Create payment link
Creates a payment link
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch contact by email
Fetches the details of an existing contact by email
Fetch payment
Fetches the details of an existing payment
Fetch item by name
Fetches the details of an existing item by name
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch project
Fetches the details of an existing project by ID
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch item by ID
Fetches the details of an existing item by ID
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch estimate
Fetches the details of an existing invoice
Fetch user
Fetches the details of an existing user by ID, name, or email address
Fetch task
Fetches the details of an existing task by ID
What is Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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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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