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Integrate Salesforce with Zoho Invoice
Send information between Salesforce and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new contact is in Zoho Invoice each time a new contact is created in Salesforce
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Zoho Invoice each time a new contact is created in Salesforce.
How it works
- The flow triggers when a new contact is created in Salesforce.
- Zoho Flow creates a new contact in Zoho Invoice.
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Create a new contact is in Zoho Invoice each time a new contact is created in Salesforce
Salesforce + Zoho Invoice
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Build your own integrations between Salesforce and Zoho Invoice
Connect Salesforce and Zoho Invoice with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Salesforce and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Contact updated
Triggers when a contact is updated
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Order updated
Triggers when an order is updated
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Product added
Triggers when a new product is added
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Case created
Triggers when a new case is created
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Opportunity added
Triggers when a new opportunity is added
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Lead created
Triggers when a new lead is created
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Solution updated
Triggers when an solution is updated
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Product updated
Triggers when an product is updated
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Note updated
Triggers when a note is updated
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Task updated
Triggers when a task is updated
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Case updated
Triggers when a case is updated
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Note created
Triggers when a new note is created
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Campaign added
Triggers when a new campaign is added
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Account created
Triggers when a new account is created
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Event updated
Triggers when an event is updated
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Contact created
Triggers when a new contact is created
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Module entry updated
Triggers when a record is updated in the selected module
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Account updated
Triggers when an account is updated
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Order created
Triggers when a new order is created
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Task created
Triggers when a new task is created
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Opportunity updated
Triggers when an opportunity is updated
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Module entry added
Triggers when a new entry is added to the selected module
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Event created
Triggers when a new event is created
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Campaign updated
Triggers when a new campaign is updated
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Solution added
Triggers when a new solution is added
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Lead updated
Triggers when a lead is updated
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Project created
Triggers when a new project is created
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Contact created
Triggers when a new contact is created
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Estimate updated
Triggers when any detail of an existing estimate is updated
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Invoice created
Triggers when a new invoice is created
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Contact updated
Triggers when any detail of an existing contact is updated
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Payment received
Triggers when a new payment is received
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Payment updated
Triggers when any detail of an existing payment is updated
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Contact person created
Triggers when a new contact person is created for an existing contact
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Estimate created
Triggers when a new estimate is created in the selected organization
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Recurring expense updated
Triggers when the details of an existing recurring expense are updated
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Timesheet updated
Triggers when the details of an existing timesheet are updated
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Recurring expense created
Triggers when a new recurring expense is created
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Timesheet created
Triggers when a new timesheet is created
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Item updated
Triggers when any detail of an existing item is updated
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Item created
Triggers when a new item is created in the selected organization
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Credit note created
Triggers when a new credit note is created
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Project updated
Triggers when any detail of an existing project is updated
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Invoice updated
Triggers when any detail of an existing invoice is updated
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Credit note updated
Triggers when the details of an existing credit note are updated
All Actions - Actions are the automated tasks
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Create case
Creates a new case
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Create note
Creates a new note
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Create campaign
Creates a new campaign
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Create contact
Creates a new contact
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Create opportunity
Creates a new opportunity
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Create account
Creates a new account
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Create solution
Creates a new solution
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Create product
Creates a new product
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Create lead
Creates a new lead
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Create custom module entry
Creates a new entry in the selected module
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Create task
Creates a new task
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Create order
Creates a new order
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Create event
Creates a new event
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Update task
Updates the details of an existing task
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Update account
Updates the details of an existing account
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Update product
Updates the details of an existing product
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Update campaign
Updates the details of an existing campaign
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Update event
Updates the details of an existing event
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Update case
Updates the details of an existing case
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Update solution
Updates the details of an existing solution
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Update note
Updates the details of an existing note
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Update lead
Updates the details of an existing lead
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Update opportunity
Updates the details of an existing opportunity
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Update custom module entry
Updates the details of entry in the selected module
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Update order
Updates the details of an existing order
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Update contact
Updates the details of an existing contact
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Fetch group
Fetches the details of an existing group by name or ID
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Fetch lead
Fetches the details of an existing lead by name or ID
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Fetch event
Fetches the details of an existing event by subject or ID
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Fetch order
Fetches the details of an existing order by number or ID
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Fetch product
Fetches the details of an existing product by name or ID
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Fetch user
Fetches the details of an existing user by email, name or ID
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Fetch company
Fetches the details of an existing D&B company by name or ID
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Fetch contract
Fetches the details of an existing contract by number or ID
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Fetch contact
Fetches the details of an existing contact by name or email address or ID
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Fetch note
Fetches the details of an existing note by title or ID
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Fetch opportunity
Fetches the details of an existing opportunity by name or ID
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Fetch module entry
Fetches the details of a module record entry based on the specified value
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Fetch asset
Fetches the details of an existing asset by name or ID
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Fetch solution
Fetches the details of an existing solution by name or ID
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Fetch case
Fetches the details of an existing case by subject or ID
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Fetch account
Fetches the details of an existing account by name or ID
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Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
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Fetch campaign
Fetches the details of an existing campaign by name or ID
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Send estimate
Sends an existing estimate to the specified recipients
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Start timer
Starts timer for the selected task
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Create recurring invoice
Creates a new recurring invoice
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Create project
Creates a new project
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Send invoice
Sends an existing invoice to the specified recipients
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Send retainer invoice
Sends a retainer invoice to the specified email address
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Stop timer
Stops the timer that is currently running
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Record payment
Records a payment for an existing invoice
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Create estimate
Creates a new estimate
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Create task
Creates a new task in the specified project
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Add address for customer
Adds address details for an existing customer
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Create contact person
Creates a new contact person for the selected contact
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Create contact
Creates a new contact
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Create recurring expense
Creates a new recurring expense
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Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
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Create item
Creates a new item
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Create timesheet
Creates a new timesheet entry
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Request payment information
Sends a payment information request to the specified email address
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Create retainer invoice
Creates a new retainer invoice
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Create invoice
Creates a new invoice
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Update estimate
Updates the details of an existing estimate
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Create payment link
Creates a payment link
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Update item
Updates the details of an existing item
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Update invoice status
Updates the status of an existing invoice
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Update contact person
Updates the details of an existing contact person
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Update timesheet
Updates the details of an existing timesheet
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Update task
Updates the details of an existing task
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Update contact
Updates the details of an existing contact
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Update invoice
Updates the details of an existing invoice
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Update project
Updates the details of an existing project
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Update payment link
Updates the details of an existing payment link
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Fetch task
Fetches the details of an existing task by ID
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Fetch user
Fetches the details of an existing user by ID, name, or email address
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Fetch payment
Fetches the details of an existing payment
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Fetch invoice by ID
Fetches the details of an existing invoice by ID
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Fetch contact by display name
Fetches the details of an existing contact by display name
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Fetch item by name
Fetches the details of an existing item by name
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Fetch invoice by number
Fetches the details of an existing invoice by number
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Fetch contact by email
Fetches the details of an existing contact by email
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Fetch recurring expense
Fetches the details of an existing recurring expense
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Fetch item by SKU
Fetches the details of an existing item by SKU
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Fetch estimate
Fetches the details of an existing invoice
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Fetch contact by ID
Fetches the details of an existing contact by ID
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Fetch timesheet
Fetches the details of an existing timesheet by ID
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Fetch public invoice payment link
Fetches the payment link for the specified invoice
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Fetch project
Fetches the details of an existing project by ID
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Fetch item by ID
Fetches the details of an existing item by ID
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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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