Integrate Zoho Invoice with Zoho Sprints

Send information between Zoho Invoice and Zoho Sprints automatically, without writing any code, using Zoho Flow.

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Create a new project in Zoho Sprints whenever a new project is created in Zoho Invoice

Enable seamless tracking and reporting by auto-creating projects in your project management tool from invoicing software. This flow will generate a new project in Zoho Sprints whenever a new project is created in Zoho Invoice.

How it works
  1. The flow triggers when a new project is created in Zoho Invoice.
  2. Zoho Flow creates a new project in the selected team in Zoho Sprints.
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Create a new project in Zoho Sprints whenever a new project is created in Zoho Invoice

Zoho Invoice + Zoho Sprints

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Supported triggers and actions

Integrate Zoho Invoice and Zoho Sprints using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Project updated

Triggers when the details of an existing project are updated

Sprint updated

Triggers when the details of an existing sprint are updated

Item added in portal

Triggers when a new item is added to a portal

Log hour added

Triggers when a new log hour is added

Log hour updated

Triggers when an existing log hour is updated

Sprint updated in portal

Triggers when the details of a sprint are updated in an existing portal

Item updated

Triggers when the details of an existing item are updated

Project created

Triggers when a new project is created in the selected team

Bug added

Triggers when a new bug is created in the selected sprint

Epic created

Triggers when a new epic is created in the selected project

Sprint completed in portal

Triggers when a sprint from a project is completed in the selected portal

Sprint started in portal

Triggers when a new sprint is started in an existing portal

Comment added in sprint

Triggers when a comment is added to a sprint

Task created

Triggers when a new task is created

Sprint created

Triggers when a new sprint is created in the selected project

Sprint started

Triggers when a sprint is started in the selected project

Comment added to item

Triggers when a new comment is added to an item

Story created in sprint

Triggers when a new story is created in the selected sprint

Sprint completed

Triggers when a sprint is completed in the selected project

Item completed in portal

Triggers when an item's status is changed to completed in the selected portal

Sprint created in portal

Triggers when a new sprint is created in an existing portal

Item added in sprint

Triggers when a new item is created in the selected sprint

All Actions - Actions are the automated tasks

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

Complete sprint

Completes the selected sprint

Create project

Creates a new project in the selected team

Create log hour

Creates a new log hour

Schedule meeting

 Schedules a meeting based on details entered by the user

Add item comment

Adds a new comment for an item

Create epic

Creates a new epic

Add user

Adds a new user to the selected project

Start sprint

Starts the selected sprint

Create sprint

Creates a new sprint in the selected project

Create item

Creates a new item

Create subitem

Creates a new subitem for the specified item

Add sprint comment

Adds a new comment to a sprint

Update item status

Updates the status of an existing item by ID

Add user to a sprint

Adds a new user to the selected sprint

Update item

Updates an item based on its id

Fetch item detail

Fetches the details of an item in a sprint by item ID

Fetch item

Fetches an item in a project by its name

Fetch epic

Fetches an existing epic by ID

Fetch priority

Fetches the priority by given name or ID

Fetch item status by ID

Fetch item status by ID

Fetch release by ID

Fetches a release by ID

Fetch user in team

Fetches a user by email address in the selected team

Fetch sprint

Fetches a sprint based on its ID

Fetch user in project

Fetches a user by email in the selected project

Fetch user in sprint

Fetches the details of a user in the selected sprint by email address

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 Zoho Sprints?

Zoho Sprints is a free online agile project management tool with scrum, agile reports and collaboration capabilities for software development teams.

Project Management Zoho

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Logic

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Custom functions

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Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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