

Integrate Invoice Ninja with Zoho SalesIQ
Send information between Invoice Ninja and Zoho SalesIQ automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Invoice Ninja and Zoho SalesIQ using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Payment added
Trigger when a new payment is added

Invoice added
Trigger when a new invoice is added

Quote added
Trigger when a new quote is added

Client added
Trigger when a new client is added

Conversation missed
Triggers when a conversation is missed

Conversation transfer accepted
Triggers when a transferred chat is accepted by the operator

Conversation transfer initiated
Triggers when a conversation transfer is initiated

Conversation rated
Triggers when a conversation is rated

Operator added
Triggers when a new operator is added

Conversation attender updated
Triggers when an operator picks up a chat

Conversation participants deleted
Triggers when a participant is removed from a conversation

Conversation created
Triggers when a new conversation is created

Conversation participants added
Triggers when participants are invited to the chat

Conversation transfer rejected
Triggers when a transferred chat is rejected by the operator

Department created
Triggers when a new department is created to the specified portal

Conversation completed
Triggers when a conversation is completed
All Actions - Actions are the automated tasks

Create client
Creates a new client

Create product
Creates a new product

Create payment
Creates a new payment

Send invoice
Sends an existing invoice to a client via email

Create expense
Creates a new expense

Create task
Creates a new task

Create invoice
Creates a new invoice

Fetch invoice by number
Fetches the details of an existing invoice by number

Fetch product by key
Fetches the details of an existing product by key

Fetch expense category by ID
Fetches an existing expense category by ID

Fetch invoice by ID
Fetches the details of an existing invoice by ID

Fetch vendor by ID
Fetches the details of an existing vendor by ID

Fetch vendor by name
Fetches the details of an existing vendor by name

Fetch client by ID
Fetches the details of an existing client record by ID

Fetch client by name
Fetches the details of an existing client record by name

Fetch expense category by name
Fetches an existing expense category by name

Associate operators to department
Associates operators to the selected department

Create article
Creates a new article

Send message to latest conversation
Sends a message to the latest conversation

Update operator status
Updates the status of an existing operator

Disable department
Disables the selected department

Enable department
Enables the selected department
What is Invoice Ninja?
Invoice Ninja is invoicing and billing software that helps you easily build and send beautiful invoices from any device that has access to the web. Your clients can print your invoices, download them as PDF files, and even pay you online from within the system.
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What is Zoho SalesIQ?
Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.
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