Integrate Zoho Invoice with Todoist
Send information between Zoho Invoice and Todoist automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new project in Todoist each time a new project is initiated in Zoho Invoice
Enable seamless tracking and reporting by auto-creating projects in your task management tool from invoicing software. This flow will initiate a new project in Todoist when a new project is established in Zoho Invoice.
How it works
- The flow triggers when a new project is created in Zoho Invoice.
- Zoho Flow creates a new project in Todoist.
Set up a new project in Todoist each time a new project is initiated in Zoho Invoice
Zoho Invoice + Todoist
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Supported triggers and actions
Integrate Zoho Invoice and Todoist using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Contact created
Triggers when a new contact is created
Estimate updated
Triggers when any detail of an existing estimate is updated
Invoice created
Triggers when a new invoice is created
Contact updated
Triggers when any detail of an existing contact is updated
Payment received
Triggers when a new payment is received
Payment updated
Triggers when any detail of an existing payment is updated
Contact person created
Triggers when a new contact person is created for an existing contact
Estimate created
Triggers when a new estimate is created in the selected organization
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Timesheet updated
Triggers when the details of an existing timesheet are updated
Recurring expense created
Triggers when a new recurring expense is created
Timesheet created
Triggers when a new timesheet is created
Item updated
Triggers when any detail of an existing item is updated
Item created
Triggers when a new item is created in the selected organization
Credit note created
Triggers when a new credit note is created
Project updated
Triggers when any detail of an existing project is updated
Invoice updated
Triggers when any detail of an existing invoice is updated
Credit note updated
Triggers when the details of an existing credit note are updated
Incomplete task added
Triggers when an incomplete task is added to the selected project
Task completed
Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.
New section
Triggers when a new section is added
Completed task with label
Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.
Any task completed
Triggers when a task (including recurring tasks) is completed in the selected project
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Send estimate
Sends an existing estimate to the specified recipients
Start timer
Starts timer for the selected task
Create recurring invoice
Creates a new recurring invoice
Create project
Creates a new project
Send invoice
Sends an existing invoice to the specified recipients
Send retainer invoice
Sends a retainer invoice to the specified email address
Stop timer
Stops the timer that is currently running
Record payment
Records a payment for an existing invoice
Create estimate
Creates a new estimate
Create task
Creates a new task in the specified project
Add address for customer
Adds address details for an existing customer
Create contact person
Creates a new contact person for the selected contact
Create contact
Creates a new contact
Create recurring expense
Creates a new recurring expense
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Create item
Creates a new item
Create timesheet
Creates a new timesheet entry
Request payment information
Sends a payment information request to the specified email address
Create retainer invoice
Creates a new retainer invoice
Create invoice
Creates a new invoice
Update estimate
Updates the details of an existing estimate
Create payment link
Creates a payment link
Update item
Updates the details of an existing item
Update invoice status
Updates the status of an existing invoice
Update contact person
Updates the details of an existing contact person
Update timesheet
Updates the details of an existing timesheet
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Update invoice
Updates the details of an existing invoice
Update project
Updates the details of an existing project
Update payment link
Updates the details of an existing payment link
Fetch task
Fetches the details of an existing task by ID
Fetch user
Fetches the details of an existing user by ID, name, or email address
Fetch payment
Fetches the details of an existing payment
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch item by name
Fetches the details of an existing item by name
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch contact by email
Fetches the details of an existing contact by email
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch estimate
Fetches the details of an existing invoice
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch project
Fetches the details of an existing project by ID
Fetch item by ID
Fetches the details of an existing item by ID
Add comment to task
Adds a comment to a task
Add comment to project
Adds a comment to a project
Create project
Creates a new project
Invite user to project
Invites a user to a project by email
Create task
Creates a new task
Mark task as incomplete
Marks the specified task as incomplete
Move task
Moves the specified task to the selected project
Mark task as completed
Marks the specified task as completed
Archive project
Archives the specified project
Update task
Updates the details of an existing task
Fetch task
Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.
Fetch project
Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.
Fetch user
Fetches the details of an existing user by email address. The user must be connected to your account.
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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What is Todoist?
Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.
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