Integrate Zoho Desk with Zoho Invoice
Send information between Zoho Desk and Zoho Invoice automatically, without writing any code, using Zoho Flow.
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Create a new contact in Zoho Invoice whenever a new contact is created in Zoho Desk
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Zoho Invoice each time a new contact is created in Zoho Desk.
How it works
- The flow triggers when a new contact is created in the selected portal in Zoho Desk.
- Zoho Flow creates a new contact in Zoho Invoice.
Create a new contact in Zoho Invoice whenever a new contact is created in Zoho Desk
Zoho Desk + Zoho Invoice
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Supported triggers and actions
Integrate Zoho Desk and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Account updated
Triggers when the details of the selected account is updated
Account created
Triggers when a new account is created in the selected portal
Agent updated
Triggers when the details of an agent is updated in the selected portal
Ticket thread added
Triggers when a new ticket thread is added in the selected portal
Article created
Triggers when a new article is created
Time entry updated
Triggers when a time entry is updated in the selected task
Ticket comment added
Triggers when a new ticket comment is added in the selected portal
Ticket status updated
Triggers when a ticket status is changed to selected status. If status is not selected, the flow will trigger for all status changes.
Ticket moved
Triggers when a ticket is moved to a different team or department
Call updated
Triggers when the details of a call is updated in the selected portal
Ticket approval added
Triggers when a new ticket approval is added
Agent created
Triggers when a new agent is created in the selected portal
Article updated
Triggers when an existing article is updated
Time entry created
Triggers when a new time entry is created in the selected task
Contact created
Triggers when a new contact is created in the selected portal
Task created
Triggers when a new task is created in the selected portal
Product created
Triggers when a new product is created
Call created
Triggers when a new call is created in the selected portal
Ticket updated
Triggers when the details of the selected ticket is updated
Ticket comment updated
Triggers when the selected ticket comment is updated
Event created
Triggers when a new event is created in the selected portal
Contact updated
Triggers when the details of a contact is updated in the selected portal
Event updated
Triggers when the details of an event is updated
Ticket created or updated
Triggers when a new ticket is created or the details of an existing ticket are updated
Ticket approval updated
Triggers when the details of an existing ticket approval are updated
Task updated
Triggers when the details of a task is updated in the selected portal
Ticket created
Triggers when a new ticket is created in the selected portal
Agent availability updated
Triggers when the availability of an agent is updated
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 custom module record
Creates a new custom module record
Add tag
Adds a tag to the specified ticket
Send email reply
Sends a reply for the specified ticket created in the email channel
Create event
Creates a new event in the selected organization
Add agent to team
Adds the specified agent to the selected team
Create task comment
Creates a new comment in the specified task
Create contract
Creates a new contract for the selected account
Create topic comment
Creates a comment for the specified topic
Create task
Creates a new task in the selected department
Create agent
Creates a new agent in the selected organization
Create ticket comment
Creates a comment in the selected ticket
Create call
Creates a new call in the selected organization
Add task time entry
Adds time entry for an existing task
Add ticket time entry
Adds time entry for an existing ticket
Add user to group
Adds the specified users to an existing group
Create article
Creates a new article
Create contact
Creates a new contact in the selected organization
Create contact comment
Creates a comment in the selected contact
Create account
Creates a new account in the selected organization
Create ticket
Creates a new ticket in the selected organization
Create topic
Creates a new topic
Create product
Creates a new product in the selected organization
Remove tag
Removes a tag from the specified ticket
Request approval for ticket
Requests an approval for an existing ticket from the specified approver
Update custom module record
Updates the details of an existing custom module record
Update agent availability
Updates the availability status of an existing agent
Move ticket
Moves the specified ticket to the selected department
Close ticket
Closes the specified tickets
Update account
Updates the selected account
Update ticket timer
Updates the timer of an existing ticket
Update contact comment
Updates the specified comment in the selected contact
Update article
Updates the details of an existing article
Edit ticket time entry
Edits the time entry of an existing ticket
Update contract
Updates the details of an existing contract
Update call
Updates the details of the specified call
Update ticket
Updates the details of an existing ticket
Update ticket comment
Updates the comment for the specified ticket
Update agent
Updates the details of an existing agent
Invite contact to the help center
Invites the specified contacts to help center
Update task
Updates the details of an existing task
Update call timer
Updates the timer of an existing call
Update task timer
Updates the timer of an existing task
Update product
Updates the details of the selected product
Update topic
Updates the details of an existing topic
Remove user from group
Removes the specified users from an existing group
Remove agent from team
Removes the specified agent from the selected team
Mark or Unmark ticket as spam
Marks or unmarks the specified ticket as spam
Associate accounts to contact
Associates the specified account with the specified contact
Update KB user status
Updates the status of an existing KB user
Send custom channel reply
Sends reply for a ticket via the selected channel
Update contact
Updates the selected contact
Fetch ticket time entry
Fetches the time entry of an existing ticket
Fetch article
Fetches the details of an existing article
Fetch agent
Fetches the details of an existing agent by ID or email
Fetch ticket
Fetches the details of an existing ticket
Fetch task
Fetches the details of an existing task by ID
Fetch contact
Fetches a contact by email address, unique ID, or contact name
Fetch custom module record
Fetches the details of an existing custom module record
Fetch call
Fetches the details of a call based on the selected field
Fetch product
Fetches the details of an existing product by unique ID or name
Fetch event
Fetches the details of an event based on the selected field
Fetch ticket tags
Fetches ticket tags using ticket ID
Fetch account
Fetches an existing account by name or ID
Fetch contract
Fetches the details of an existing contract
Fetch ticket thread
Fetches an existing ticket thread by unique ID
Fetch customer happiness
Fetches the happiness feedback of an existing customer
Fetch KB user
Fetches the details of an existing KB user
Trash contact
Moves selected contact to the recycle bin
Trash ticket
Moves selected ticket to the recycle bin
Trash account
Moves selected account to the recycle bin
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 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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