Integrate Zoho Invoice with Zoho Projects
Send information between Zoho Invoice and Zoho Projects automatically, without writing any code, using Zoho Flow.
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Create a new project in Zoho Projects whenever a new project is created in Zoho Invoice
Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will initiate a new project in Zoho Projects 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 Zoho Projects.
Create a new project in Zoho Projects whenever a new project is created in Zoho Invoice
Zoho Invoice + Zoho Projects
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Supported triggers and actions
Integrate Zoho Invoice and Zoho Projects 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
Task completed
Triggers when a task is completed in the selected portal
Task created in project
Triggers when a new task is created in the selected project
Milestone completed
Triggers when a milestone is marked as completed
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Project created
Triggers when a new project is created
Project updated
Triggers when the details of an existing project are updated
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Overdue task in project
Triggers when a task in the selected project becomes overdue
Task created
Triggers when a new task is created in the selected portal
Milestone created
Triggers when a new milestone is created
Project comment added
Triggers when a new comment is added in the selected project
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Event created
Triggers when a new event is created
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Task list completed
Triggers when a task list is marked as completed
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Comment added
Triggers when a new comment is added to the selected task
Task list created
Triggers when a new task list is created
Bug submitted
Triggers when a new bug/issue is submitted
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 client to project
Adds a client to the selected project
Add user to project
Adds a user to the selected project
Add comment
Adds a comment to the selected task
Create subtask
Creates a new subtask in the selected task
Add comment to bug
Adds a new comment to the selected bug
Submit bug
Submits a new bug/issue
Create milestone
Creates a new milestone
Add followers to task
Adds the specified users as followers to an existing task
Create task
Creates a new task
Create issue time log
Creates a time log for the selected issue
Create comment in project
Creates a new comment in the selected project
Add existing client company to a project
Adds an existing client company to a project
Create task list
Creates a new task list
Create event
Creates a new event
Create general time log
Creates a general time log for the selected project
Create time log for task
Creates a time log for the selected task
Create project
Creates a new project
Add client company
Creates a new client company
Update bug
Updates the details of an existing bug/issue
Update client company
Updates the details of an existing client company
Update general time log
Updates the details of an existing general time log
Update task or subtask
Updates the task or subtask details for the specified ID
Update issue time log
Updates the details of an existing issue time log
Complete milestone
Completes an existing milestone
Update task time log
Updates the details of an existing task time log
Update project
Updates the details of an existing project
Update task list
Updates the details of a task list using its ID
Fetch project status
Fetches the status of a project by name
Fetch task list
Fetches the details of an existing task list by name
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch task
Fetches the details of an existing task by name
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch task status
Fetches the status of an existing task by task name
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch user in portal
Fetches the details of a user in the selected portal using email address
Fetch tag
Fetches the specified tag using name
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 Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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