Integrate Zoho Invoice with Workstack
Send information between Zoho Invoice and Workstack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Workstack whenever a new project is created in Zoho Invoice
Enable efficient tracking and reporting of projects by creating a new project in your project management tool. This flow will start a new project in Workstack whenever a new project is launched 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 Workstack.
Create a new project in Workstack whenever a new project is created in Zoho Invoice
Zoho Invoice + Workstack
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Supported triggers and actions
Integrate Zoho Invoice and Workstack 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
New todo list
Triggers when a new todo list is created in the selected project
New task
Triggers when a new task is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New project
Triggers when a new project is created
New meeting
Triggers when a new meeting is created for the selected user
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 task
Creates a new task in the selected todo
Create project
Creates a new project
Create todo list
Creates a new todo list in the selected project
Create todo
Creates a new todo in the selected project
Create meeting
Creates a new meeting
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 Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
