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Integrate Bigin by Zoho CRM with Zoho Invoice
Send information between Bigin by Zoho CRM 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 in Zoho Invoice whenever a new contact is created in Bigin by Zoho CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Zoho Invoice each time a new contact is created in Bigin by Zoho CRM.
How it works
- The flow triggers when a new contact is created in Bigin by Zoho CRM.
- Zoho Flow creates a new contact in Zoho Invoice.
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Create a new contact in Zoho Invoice whenever a new contact is created in Bigin by Zoho CRM
Bigin by Zoho CRM + Zoho Invoice
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Build your own integrations between Bigin by Zoho CRM and Zoho Invoice
Connect Bigin by Zoho CRM 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 Bigin by Zoho CRM and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Call updated
Triggers when any detail of an existing call is updated
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Company updated
Triggers when any detail of an existing company is updated
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Pipeline record updated
Triggers when the details of an existing pipeline record are updated
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Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
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Contact created or updated
Triggers when a new contact is created or updated
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Call created
Triggers when a new call is created
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Task updated
Triggers when any detail of an existing task is updated
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Company created
Triggers when a new company is created
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Pipeline record created or updated
Triggers when a new pipeline record is created or updated
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Contact created
Triggers when a new contact is created
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User added
Triggers when a new user is added
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Product updated
Triggers when any detail of an existing product is updated
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Product created
Triggers when a new product is created
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Contact updated
Triggers when any detail of an existing contact is updated
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Event updated
Triggers when any detail of an existing event is updated
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Task created
Triggers when a new task is created
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Note added
Triggers when a new note is added
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Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
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Event created
Triggers when a new event is created
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Pipeline record created
Triggers when a new pipeline record is created
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Payment updated
Triggers when any detail of an existing payment is updated
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Item updated
Triggers when any detail of an existing item is updated
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Credit note updated
Triggers when the details of an existing credit note are updated
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Recurring expense updated
Triggers when the details of an existing recurring expense are updated
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Estimate created
Triggers when a new estimate is created in the selected organization
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Project created
Triggers when a new project is created
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Contact person created
Triggers when a new contact person is created for an existing contact
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Invoice updated
Triggers when any detail of an existing invoice is updated
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Recurring expense created
Triggers when a new recurring expense is created
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Timesheet updated
Triggers when the details of an existing timesheet are updated
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Item created
Triggers when a new item is created in the selected organization
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Contact updated
Triggers when any detail of an existing contact is updated
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Project updated
Triggers when any detail of an existing project is updated
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Credit note created
Triggers when a new credit note is created
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Invoice created
Triggers when a new invoice is created
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Contact created
Triggers when a new contact is created
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Timesheet created
Triggers when a new timesheet is created
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Payment received
Triggers when a new payment is received
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Estimate updated
Triggers when any detail of an existing estimate is updated
All Actions - Actions are the automated tasks
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Add note
Adds a note to the selected module
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Remove tag from record
Removes an existing tag from the specified record
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Create or update contact
Creates a new contact or updates the details of an existing contact
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Create or update company
Creates a new company or updates the details of the company if it already exists
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Create event
Creates a new event
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Send email
Sends an email to the specified contact
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Create tag
Creates a new tag in the selected module
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Create user
Creates a new user
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Create task
Creates a new task
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Create or update product
Creates a new product or updates the details of an existing product
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Add tag to record
Adds a tag to the specified record
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Create call
Creates a new call
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Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
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Update user
Updates the existing user
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Update event
Updates the details of an existing event
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Update pipeline record
Updates the details of an existing pipeline record
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Update contact
Updates the details of an existing contact
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Update task
Updates the details of an existing task
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Update call
Updates the details of an existing call
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Update product
Updates the details of an existing product
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Update company
Updates the details of an existing company
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Add product to pipeline record
Adds a product to the selected pipeline record
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Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
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Fetch task
Fetches the details of an existing task by name or ID
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Fetch user
Fetches the details of an existing user by email address or ID
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Fetch company
Fetches the details of an existing company by name or ID
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Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
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Fetch product
Fetches the details of an existing product by ID, name, or code
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Fetch event
Fetches the details of an existing event by title or ID
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Fetch call
Fetches the details of an existing call by its ID or the contact ID
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Send estimate
Sends an existing estimate to the specified recipients
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Create recurring expense
Creates a new recurring expense
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Create contact
Creates a new contact
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Create retainer invoice
Creates a new retainer invoice
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Create item
Creates a new item
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Stop timer
Stops the timer that is currently running
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Request payment information
Sends a payment information request to the specified email address
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Create timesheet
Creates a new timesheet entry
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Create invoice
Creates a new invoice
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Add address for customer
Adds address details for an existing customer
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Send retainer invoice
Sends a retainer invoice to the specified email address
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Send invoice
Sends an existing invoice to the specified recipients
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Record payment
Records a payment for an existing invoice
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Create project
Creates a new project
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Create task
Creates a new task in the specified project
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Create estimate
Creates a new estimate
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Create contact person
Creates a new contact person for the selected contact
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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 recurring invoice
Creates a new recurring invoice
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Start timer
Starts timer for the selected task
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Update timesheet
Updates the details of an existing timesheet
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Update project
Updates the details of an existing project
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Update invoice
Updates the details of an existing invoice
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Update contact person
Updates the details of an existing contact person
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Update invoice status
Updates the status of an existing invoice
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Update item
Updates the details of an existing item
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Create payment link
Creates a payment link
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Update contact
Updates the details of an existing contact
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Update task
Updates the details of an existing task
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Update estimate
Updates the details of an existing estimate
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Update payment link
Updates the details of an existing payment link
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Fetch estimate
Fetches the details of an existing invoice
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Fetch item by SKU
Fetches the details of an existing item by SKU
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Fetch project
Fetches the details of an existing project by ID
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Fetch public invoice payment link
Fetches the payment link for the specified invoice
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Fetch user
Fetches the details of an existing user by ID, name, or email address
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Fetch task
Fetches the details of an existing task by ID
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Fetch invoice by ID
Fetches the details of an existing invoice by ID
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Fetch payment
Fetches the details of an existing payment
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Fetch timesheet
Fetches the details of an existing timesheet by ID
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Fetch contact by ID
Fetches the details of an existing contact by ID
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Fetch contact by email
Fetches the details of an existing contact by email
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Fetch invoice by number
Fetches the details of an existing invoice by number
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Fetch item by ID
Fetches the details of an existing item by ID
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Fetch recurring expense
Fetches the details of an existing recurring expense
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Fetch item by name
Fetches the details of an existing item by name
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Fetch contact by display name
Fetches the details of an existing contact by display 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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