Integrate Zoho Invoice with Roll

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

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Create a new project in Roll whenever a new project is created in Zoho Invoice

Enable seamless tracking and reporting by auto-creating projects in your project management app from invoicing software. This flow will initiate a new project in Roll when a new project is established in Zoho Invoice.

How it works
  1. The flow triggers when a new project is created in Zoho Invoice.
  2. Zoho Flow creates a new project in Roll.
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Create a new project in Roll whenever a new project is created in Zoho Invoice

Zoho Invoice + Roll

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Supported triggers and actions

Integrate Zoho Invoice and Roll using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Time record created

Triggers when a new time record is created

Company created

Triggers when a new company is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

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

Create company

Creates a new company

Create project

Creates a new project

Create task

Creates a new task

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.

What is Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks and more.

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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CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Technical Engineer, Master Liveaboards

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