Integrate Salesmate with Zoho Invoice
Send information between Salesmate and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Zoho Invoice each time a new contact is created in Salesmate
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 Salesmate.
How it works
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow creates a new contact in Zoho Invoice.
Generate a new contact in Zoho Invoice each time a new contact is created in Salesmate
Salesmate + Zoho Invoice
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Supported triggers and actions
Integrate Salesmate and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company 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 deal
Creates a new deal
Create activity
Creates a new activity
Create company
Creates a new company
Create contact
Creates a new contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch company
Fetches the details of a company by name, ID, or website
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch deal
Fetches the details of a deal by title 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 Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
Similar apps
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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