Integrate Bigin by Zoho CRM with Zoho Invoice
Send information between Bigin by Zoho CRM and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Zoho Invoice whenever a new contact is created in Bigin by Zoho CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Zoho Invoice each time a new contact is created in Bigin by Zoho CRM.
How it works
- The flow triggers when a new contact is created in Bigin by Zoho CRM.
- Zoho Flow creates a new contact in Zoho Invoice.
Create a new contact in Zoho Invoice whenever a new contact is created in Bigin by Zoho CRM
Bigin by Zoho CRM + Zoho Invoice
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note added
Triggers when a new note is added
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Call updated
Triggers when any detail of an existing call is updated
User added
Triggers when a new user is added
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Contact updated
Triggers when any detail of an existing contact is updated
Event updated
Triggers when any detail of an existing event is updated
Product created
Triggers when a new product is created
Call created
Triggers when a new call is created
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Task updated
Triggers when any detail of an existing task is updated
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Contact created or updated
Triggers when a new contact is created or updated
Company created
Triggers when a new company is created
Pipeline record created
Triggers when a new pipeline record is created
Product updated
Triggers when any detail of an existing product is updated
Company updated
Triggers when any detail of an existing company is updated
Event created
Triggers when a new event is created
Estimate created
Triggers when a new estimate is created in the selected organization
Estimate updated
Triggers when any detail of an existing estimate is updated
Invoice created
Triggers when a new invoice is created
Timesheet created
Triggers when a new timesheet is created
Payment updated
Triggers when any detail of an existing payment is updated
Contact created
Triggers when a new contact is created
Project updated
Triggers when any detail of an existing project is updated
Contact updated
Triggers when any detail of an existing contact is updated
Credit note created
Triggers when a new credit note is created
Payment received
Triggers when a new payment is received
Credit note updated
Triggers when the details of an existing credit note are updated
Recurring expense created
Triggers when a new recurring expense is created
Invoice updated
Triggers when any detail of an existing invoice is updated
Project created
Triggers when a new project is created
Item created
Triggers when a new item is created in the selected organization
Timesheet updated
Triggers when the details of an existing timesheet are updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Item updated
Triggers when any detail of an existing item is updated
Contact person created
Triggers when a new contact person is created for an existing contact
All Actions - Actions are the automated tasks
Create call
Creates a new call
Add tag to record
Adds a tag to the specified record
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Create user
Creates a new user
Create tag
Creates a new tag in the selected module
Create or update product
Creates a new product or updates the details of an existing product
Create task
Creates a new task
Create or update company
Creates a new company or updates the details of the company if it already exists
Create or update contact
Creates a new contact or updates the details of an existing contact
Send email
Sends an email to the specified contact
Create event
Creates a new event
Remove tag from record
Removes an existing tag from the specified record
Add note
Adds a note to the selected module
Update task
Updates the details of an existing task
Add product to pipeline record
Adds a product to the selected pipeline record
Update call
Updates the details of an existing call
Update user
Updates the existing user
Update product
Updates the details of an existing product
Update pipeline record
Updates the details of an existing pipeline record
Update event
Updates the details of an existing event
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch event
Fetches the details of an existing event by title or ID
Fetch task
Fetches the details of an existing task by name or ID
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch company
Fetches the details of an existing company by name or ID
Fetch user
Fetches the details of an existing user by email address or ID
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Create timesheet
Creates a new timesheet entry
Create recurring expense
Creates a new recurring expense
Create retainer invoice
Creates a new retainer invoice
Create item
Creates a new item
Create contact
Creates a new contact
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Send estimate
Sends an existing estimate to the specified recipients
Create recurring invoice
Creates a new recurring invoice
Create estimate
Creates a new estimate
Send retainer invoice
Sends a retainer invoice to the specified email address
Add address for customer
Adds address details for an existing customer
Record payment
Records a payment for an existing invoice
Send invoice
Sends an existing invoice to the specified recipients
Request payment information
Sends a payment information request to the specified email address
Stop timer
Stops the timer that is currently running
Create invoice
Creates a new invoice
Start timer
Starts timer for the selected task
Create task
Creates a new task in the specified project
Create project
Creates a new project
Create contact person
Creates a new contact person for the selected contact
Update payment link
Updates the details of an existing payment link
Update contact
Updates the details of an existing contact
Update contact person
Updates the details of an existing contact person
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update timesheet
Updates the details of an existing timesheet
Update invoice status
Updates the status of an existing invoice
Create payment link
Creates a payment link
Update estimate
Updates the details of an existing estimate
Update invoice
Updates the details of an existing invoice
Update item
Updates the details of an existing item
Fetch estimate
Fetches the details of an existing invoice
Fetch task
Fetches the details of an existing task by ID
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch item by name
Fetches the details of an existing item by name
Fetch payment
Fetches the details of an existing payment
Fetch contact by email
Fetches the details of an existing contact by email
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch item by ID
Fetches the details of an existing item by ID
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch project
Fetches the details of an existing project by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch user
Fetches the details of an existing user by ID, name, or email address
What is Bigin by Zoho CRM?
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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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Owain ap Rees
Sales Director, Artico
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