Integrate Zoho Invoice with Wrike
Send information between Zoho Invoice and Wrike automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Wrike whenever a new project is created in Zoho Invoice
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Wrike 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 under the selected folder in Wrike.
Create a new project in Wrike whenever a new project is created in Zoho Invoice
Zoho Invoice + Wrike
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Supported triggers and actions
Integrate Zoho Invoice and Wrike 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
Folder or project created
Triggers when a new folder or project is created
Task event occurred
Triggers when an event has occurred in a task
Task created
Triggers when a new task is created
Folder or project event occurred
Triggers when an event has occurred in a folder or a project
Attachment added
Triggers when an attachment is added and extracts the attachment URL
Project status updated
Triggers when the status of a project is updated
Comment added for folder or project
Triggers when a new comment is added for a folder or project
Task status updated
Triggers when the status of a task is updated
Comment added for task
Triggers when a new comment is added for a task
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 the specified task
Create project
Creates a new project under the selected folder
Fetch user
Fetches the details of an existing user
Add comment to folder or project
Adds a comment to the selected folder or project
Create task
Creates a new task under the selected folder or project
Create folder
Creates a new folder under the selected parent folder
Create time log entry
Creates a new time log entry for the specified task
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task
Fetch folder or project
Fetches the details of an existing folder or project
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 Wrike?
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
