Integrate Zoho Invoice with Todoist
Send information between Zoho Invoice and Todoist automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Todoist each time a new project is initiated in Zoho Invoice
Enable seamless tracking and reporting by auto-creating projects in your task management tool from invoicing software. This flow will initiate a new project in Todoist when a new project is established in Zoho Invoice.
How it works
- The flow triggers when a new project is created in Zoho Invoice.
- Zoho Flow creates a new project in Todoist.
Set up a new project in Todoist each time a new project is initiated in Zoho Invoice
Zoho Invoice + Todoist
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Supported triggers and actions
Integrate Zoho Invoice and Todoist 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
Incomplete task added
Triggers when an incomplete task is added to the selected project
Project created
Triggers when a new project is created
Task completed
Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.
New section
Triggers when a new section is added
Any task completed
Triggers when a task (including recurring tasks) is completed in the selected project
Completed task with label
Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.
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
Add comment to task
Adds a comment to a task
Create project
Creates a new project
Add comment to project
Adds a comment to a project
Create task
Creates a new task
Invite user to project
Invites a user to a project by email
Archive project
Archives the specified project
Mark task as completed
Marks the specified task as completed
Update task
Updates the details of an existing task
Move task
Moves the specified task to the selected project
Mark task as incomplete
Marks the specified task as incomplete
Fetch user
Fetches the details of an existing user by email address. The user must be connected to your account.
Fetch project
Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.
Fetch task
Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.
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.
Similar apps
What is Todoist?
Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.
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Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
