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Integrate Zoho Desk with Zoho Invoice
Send information between Zoho Desk and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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.
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Create a new contact in Zoho Invoice whenever a new contact is created in Zoho Desk
Zoho Desk + Zoho Invoice
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Build your own integrations between Zoho Desk and Zoho Invoice
Connect Zoho Desk and Zoho Invoice with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho Desk and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Account updated
Triggers when the details of the selected account is updated
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Account created
Triggers when a new account is created in the selected portal
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Agent updated
Triggers when the details of an agent is updated in the selected portal
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Ticket thread added
Triggers when a new ticket thread is added in the selected portal
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Article created
Triggers when a new article is created
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Time entry updated
Triggers when a time entry is updated in the selected task
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Ticket comment added
Triggers when a new ticket comment is added in the selected portal
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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.
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Ticket moved
Triggers when a ticket is moved to a different team or department
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Call updated
Triggers when the details of a call is updated in the selected portal
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Ticket approval added
Triggers when a new ticket approval is added
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Agent created
Triggers when a new agent is created in the selected portal
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Article updated
Triggers when an existing article is updated
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Time entry created
Triggers when a new time entry is created in the selected task
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Contact created
Triggers when a new contact is created in the selected portal
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Task created
Triggers when a new task is created in the selected portal
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Product created
Triggers when a new product is created
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Call created
Triggers when a new call is created in the selected portal
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Ticket updated
Triggers when the details of the selected ticket is updated
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Ticket comment updated
Triggers when the selected ticket comment is updated
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Event created
Triggers when a new event is created in the selected portal
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Contact updated
Triggers when the details of a contact is updated in the selected portal
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Event updated
Triggers when the details of an event is updated
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Ticket created or updated
Triggers when a new ticket is created or the details of an existing ticket are updated
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Ticket approval updated
Triggers when the details of an existing ticket approval are updated
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Task updated
Triggers when the details of a task is updated in the selected portal
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Ticket created
Triggers when a new ticket is created in the selected portal
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Agent availability updated
Triggers when the availability of an agent is updated
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Credit note created
Triggers when a new credit note is created
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Item created
Triggers when a new item is created in the selected organization
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Contact updated
Triggers when any detail of an existing contact is updated
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Recurring expense created
Triggers when a new recurring expense is created
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Credit note updated
Triggers when the details of an existing credit note are updated
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Payment received
Triggers when a new payment is received
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Contact created
Triggers when a new contact is created
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Payment updated
Triggers when any detail of an existing payment is updated
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Project created
Triggers when a new project is created
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Timesheet created
Triggers when a new timesheet is created
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Estimate updated
Triggers when any detail of an existing estimate is updated
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Estimate created
Triggers when a new estimate is created in the selected organization
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Project updated
Triggers when any detail of an existing project is updated
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Item updated
Triggers when any detail of an existing item is updated
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Invoice created
Triggers when a new invoice is created
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Timesheet updated
Triggers when the details of an existing timesheet are updated
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Contact person created
Triggers when a new contact person is created for an existing contact
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Invoice updated
Triggers when any detail of an existing invoice is updated
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Recurring expense updated
Triggers when the details of an existing recurring expense are updated
All Actions - Actions are the automated tasks
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Create custom module record
Creates a new custom module record
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Add tag
Adds a tag to the specified ticket
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Send email reply
Sends a reply for the specified ticket created in the email channel
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Create event
Creates a new event in the selected organization
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Add agent to team
Adds the specified agent to the selected team
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Create task comment
Creates a new comment in the specified task
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Create contract
Creates a new contract for the selected account
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Create topic comment
Creates a comment for the specified topic
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Create task
Creates a new task in the selected department
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Create agent
Creates a new agent in the selected organization
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Create ticket comment
Creates a comment in the selected ticket
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Create call
Creates a new call in the selected organization
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Add task time entry
Adds time entry for an existing task
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Add ticket time entry
Adds time entry for an existing ticket
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Add user to group
Adds the specified users to an existing group
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Create article
Creates a new article
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Create contact
Creates a new contact in the selected organization
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Create contact comment
Creates a comment in the selected contact
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Create account
Creates a new account in the selected organization
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Create ticket
Creates a new ticket in the selected organization
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Create topic
Creates a new topic
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Create product
Creates a new product in the selected organization
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Remove tag
Removes a tag from the specified ticket
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Request approval for ticket
Requests an approval for an existing ticket from the specified approver
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Update custom module record
Updates the details of an existing custom module record
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Update agent availability
Updates the availability status of an existing agent
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Move ticket
Moves the specified ticket to the selected department
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Close ticket
Closes the specified tickets
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Update account
Updates the selected account
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Update ticket timer
Updates the timer of an existing ticket
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Update contact comment
Updates the specified comment in the selected contact
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Update article
Updates the details of an existing article
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Edit ticket time entry
Edits the time entry of an existing ticket
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Update contract
Updates the details of an existing contract
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Update call
Updates the details of the specified call
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Update ticket
Updates the details of an existing ticket
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Update ticket comment
Updates the comment for the specified ticket
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Update agent
Updates the details of an existing agent
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Invite contact to the help center
Invites the specified contacts to help center
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Update task
Updates the details of an existing task
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Update call timer
Updates the timer of an existing call
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Update task timer
Updates the timer of an existing task
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Update product
Updates the details of the selected product
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Update topic
Updates the details of an existing topic
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Remove user from group
Removes the specified users from an existing group
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Remove agent from team
Removes the specified agent from the selected team
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Mark or Unmark ticket as spam
Marks or unmarks the specified ticket as spam
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Associate accounts to contact
Associates the specified account with the specified contact
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Update KB user status
Updates the status of an existing KB user
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Send custom channel reply
Sends reply for a ticket via the selected channel
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Update contact
Updates the selected contact
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Fetch ticket time entry
Fetches the time entry of an existing ticket
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Fetch article
Fetches the details of an existing article
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Fetch agent
Fetches the details of an existing agent by ID or email
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Fetch ticket
Fetches the details of an existing ticket
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Fetch task
Fetches the details of an existing task by ID
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Fetch contact
Fetches a contact by email address, unique ID, or contact name
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Fetch custom module record
Fetches the details of an existing custom module record
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Fetch call
Fetches the details of a call based on the selected field
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Fetch product
Fetches the details of an existing product by unique ID or name
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Fetch event
Fetches the details of an event based on the selected field
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Fetch ticket tags
Fetches ticket tags using ticket ID
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Fetch account
Fetches an existing account by name or ID
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Fetch contract
Fetches the details of an existing contract
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Fetch ticket thread
Fetches an existing ticket thread by unique ID
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Fetch customer happiness
Fetches the happiness feedback of an existing customer
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Fetch KB user
Fetches the details of an existing KB user
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Trash contact
Moves selected contact to the recycle bin
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Trash ticket
Moves selected ticket to the recycle bin
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Trash account
Moves selected account to the recycle bin
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Create recurring invoice
Creates a new recurring invoice
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Create contact
Creates a new contact
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Record payment
Records a payment for an existing invoice
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Add address for customer
Adds address details for an existing customer
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Send retainer invoice
Sends a retainer invoice to the specified email address
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Create estimate
Creates a new estimate
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Create contact person
Creates a new contact person for the selected contact
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Create project
Creates a new project
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Create recurring expense
Creates a new recurring expense
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Create timesheet
Creates a new timesheet entry
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Create invoice
Creates a new invoice
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Stop timer
Stops the timer that is currently running
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Request payment information
Sends a payment information request to the specified email address
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Send invoice
Sends an existing invoice to the specified recipients
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Send estimate
Sends an existing estimate to the specified recipients
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Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
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Create item
Creates a new item
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Create retainer invoice
Creates a new retainer invoice
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Create task
Creates a new task in the specified project
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Start timer
Starts timer for the selected task
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Update project
Updates the details of an existing project
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Update invoice status
Updates the status of an existing invoice
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Update contact
Updates the details of an existing contact
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Update task
Updates the details of an existing task
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Update contact person
Updates the details of an existing contact person
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Update payment link
Updates the details of an existing payment link
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Update item
Updates the details of an existing item
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Update invoice
Updates the details of an existing invoice
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Update estimate
Updates the details of an existing estimate
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Update timesheet
Updates the details of an existing timesheet
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Create payment link
Creates a payment link
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Fetch public invoice payment link
Fetches the payment link for the specified invoice
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Fetch contact by display name
Fetches the details of an existing contact by display name
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Fetch contact by email
Fetches the details of an existing contact by email
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Fetch payment
Fetches the details of an existing payment
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Fetch item by name
Fetches the details of an existing item by name
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Fetch contact by ID
Fetches the details of an existing contact by ID
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Fetch project
Fetches the details of an existing project by ID
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Fetch item by SKU
Fetches the details of an existing item by SKU
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Fetch timesheet
Fetches the details of an existing timesheet by ID
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Fetch invoice by number
Fetches the details of an existing invoice by number
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Fetch recurring expense
Fetches the details of an existing recurring expense
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Fetch item by ID
Fetches the details of an existing item by ID
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Fetch invoice by ID
Fetches the details of an existing invoice by ID
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Fetch estimate
Fetches the details of an existing invoice
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Fetch user
Fetches the details of an existing user by ID, name, or email address
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Fetch task
Fetches the details of an existing task by ID
What is Zoho Desk?
Zoho Desk is context-aware help desk software for managing customer support activities. You can assign, track, and set up alerts on help desk tickets easily.
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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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Build comprehensive workflows using
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Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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