Integrate Salesflare with Zoho Invoice

Send information between Salesflare and Zoho Invoice automatically, without writing any code, using Zoho Flow.

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Create a new contact is in Zoho Invoice each time a new contact is created in Salesflare

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Zoho Invoice each time a new contact is created in Salesflare.

How it works
  1. The flow triggers when a new contact is created in Salesflare.
  2. 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 Salesflare

Salesflare + Zoho Invoice

Build your own integrations between Salesflare and Zoho Invoice

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Supported triggers and actions

Integrate Salesflare and Zoho Invoice using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New account

Triggers when a new account is created

New task

Triggers when a new task is created

New opportunity

Triggers when a new opportunity is created

New contact

Triggers when a new contact is created

Item created

Triggers when a new item is created in the selected organization

Timesheet updated

Triggers when the details of an existing timesheet are updated

Contact updated

Triggers when any detail of an existing contact is updated

Item updated

Triggers when any detail of an existing item is updated

Contact person created

Triggers when a new contact person is created for an existing contact

Project created

Triggers when a new project is created

Recurring expense created

Triggers when a new recurring expense is created

Payment updated

Triggers when any detail of an existing payment is updated

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Credit note updated

Triggers when the details of an existing credit note are updated

Invoice updated

Triggers when any detail of an existing invoice is updated

Payment received

Triggers when a new payment is received

Timesheet created

Triggers when a new timesheet is created

Project updated

Triggers when any detail of an existing project is updated

Credit note created

Triggers when a new credit note is created

Estimate updated

Triggers when any detail of an existing estimate is updated

Invoice created

Triggers when a new invoice is created

Contact created

Triggers when a new contact is created

Estimate created

Triggers when a new estimate is created in the selected organization

All Actions - Actions are the automated tasks

Create account

Creates a new account

Create call

Creates a new call

Create contact

Creates a new contact

Create opportunity

Creates a new opportunity

Create task

Creates a new task

Create meeting

Creates a new meeting

Add user to account

Adds an existing user to the selected account

Add contact to account

Adds an existing contact to the selected account

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch user

Fetches a user by ID, name, or email

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch person

Fetches a person by ID, name, or email

Create timesheet

Creates a new timesheet entry

Create retainer invoice

Creates a new retainer invoice

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

Start timer

Starts timer for the selected task

Create recurring invoice

Creates a new recurring invoice

Create project

Creates a new project

Send estimate

Sends an existing estimate to the specified recipients

Request payment information

Sends a payment information request to the specified email address

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 invoice

Creates a new invoice

Create estimate

Creates a new estimate

Send retainer invoice

Sends a retainer invoice to the specified email address

Record payment

Records a payment for an existing invoice

Send invoice

Sends an existing invoice to the specified recipients

Stop timer

Stops the timer that is currently running

Update task

Updates the details of an existing task

Create payment link

Creates a payment link

Update project

Updates the details of an existing project

Update timesheet

Updates the details of an existing timesheet

Update invoice status

Updates the status of an existing invoice

Update invoice

Updates the details of an existing invoice

Update contact person

Updates the details of an existing contact person

Update payment link

Updates the details of an existing payment link

Update item

Updates the details of an existing item

Update estimate

Updates the details of an existing estimate

Update contact

Updates the details of an existing contact

Fetch project

Fetches the details of an existing project by ID

Fetch timesheet

Fetches the details of an existing timesheet by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch user

Fetches the details of an existing user by ID, name, or email address

Fetch public invoice payment link

Fetches the payment link for the specified invoice

Fetch estimate

Fetches the details of an existing invoice

Fetch task

Fetches the details of an existing task by ID

Fetch contact by display name

Fetches the details of an existing contact by display name

Fetch item by SKU

Fetches the details of an existing item by SKU

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 item by ID

Fetches the details of an existing item by ID

Fetch recurring expense

Fetches the details of an existing recurring expense

Fetch payment

Fetches the details of an existing payment

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch item by name

Fetches the details of an existing item by name

What is Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

CRM

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.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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

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