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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 700+ 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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Task created
Triggers when a new task 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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Call created
Triggers when a new call is created
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Product created
Triggers when a new product is created
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Task updated
Triggers when any detail of an existing task is updated
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Contact created or updated
Triggers when a new contact is created or 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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Company created
Triggers when a new company is created
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Call updated
Triggers when any detail of an existing call is updated
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User added
Triggers when a new user is added
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Pipeline record created
Triggers when a new pipeline record is created
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Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
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Event updated
Triggers when any detail of an existing event is updated
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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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Contact created
Triggers when a new contact is created
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Product updated
Triggers when any detail of an existing product is updated
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Contact updated
Triggers when any detail of an existing contact is updated
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Event created
Triggers when a new event is created
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Note added
Triggers when a new note is added
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Contact person created
Triggers when a new contact person is created for an existing contact
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Credit note created
Triggers when a new credit note is created
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Project updated
Triggers when any detail of an existing project is updated
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Item updated
Triggers when any detail of an existing item is updated
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Contact updated
Triggers when any detail of an existing contact is updated
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Payment updated
Triggers when any detail of an existing payment is updated
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Payment received
Triggers when a new payment is received
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Timesheet updated
Triggers when the details of an existing timesheet are updated
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Recurring expense created
Triggers when a new recurring expense is created
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Timesheet created
Triggers when a new timesheet is created
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Estimate created
Triggers when a new estimate is created in the selected organization
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Estimate updated
Triggers when any detail of an existing estimate 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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Project created
Triggers when a new project is created
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Item created
Triggers when a new item is created in the selected organization
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Contact created
Triggers when a new contact is created
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Invoice created
Triggers when a new invoice is created
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Invoice updated
Triggers when any detail of an existing invoice is updated
All Actions - Actions are the automated tasks
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Create user
Creates a new user
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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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Add tag to record
Adds a tag to the specified record
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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 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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Create tag
Creates a new tag in the selected module
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Remove tag from record
Removes an existing tag from the specified record
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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 or update contact
Creates a new contact or updates the details of an existing contact
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Create call
Creates a new call
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Add note
Adds a note to the selected module
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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 task
Updates the details of an existing task
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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 user
Updates the existing user
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Update event
Updates the details of an existing event
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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 call
Fetches the details of an existing call by its ID or the contact ID
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Fetch contact
Fetches the details of an existing contact by email address, 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 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 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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Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
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Send estimate
Sends an existing estimate to the specified recipients
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Start timer
Starts timer for the selected task
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Create task
Creates a new task in the specified project
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Request payment information
Sends a payment information request to the specified email address
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Create project
Creates a new project
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Create item
Creates a new item
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Send invoice
Sends an existing invoice to the specified recipients
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Add address for customer
Adds address details for an existing customer
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Record payment
Records a payment for an existing invoice
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Create contact person
Creates a new contact person for the selected contact
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Create recurring invoice
Creates a new recurring invoice
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Create contact
Creates a new contact
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Stop timer
Stops the timer that is currently running
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Create timesheet
Creates a new timesheet entry
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Create recurring expense
Creates a new recurring expense
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Send retainer invoice
Sends a retainer invoice to the specified email address
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Create retainer invoice
Creates a new retainer invoice
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Create invoice
Creates a new invoice
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Create estimate
Creates a new estimate
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Update invoice status
Updates the status of an existing invoice
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Update contact
Updates the details of an existing contact
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Update invoice
Updates the details of an existing invoice
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Update timesheet
Updates the details of an existing timesheet
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Update contact person
Updates the details of an existing contact person
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Update item
Updates the details of an existing item
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Update payment link
Updates the details of an existing payment link
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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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Create payment link
Creates a payment link
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Update project
Updates the details of an existing project
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Fetch project
Fetches the details of an existing project by ID
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Fetch contact by ID
Fetches the details of an existing contact by ID
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Fetch user
Fetches the details of an existing user by ID, name, or email address
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Fetch invoice by ID
Fetches the details of an existing invoice by ID
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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 invoice by number
Fetches the details of an existing invoice by number
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Fetch item by name
Fetches the details of an existing item by name
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Fetch payment
Fetches the details of an existing payment
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Fetch estimate
Fetches the details of an existing invoice
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Fetch task
Fetches the details of an existing task by ID
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Fetch public invoice payment link
Fetches the payment link for the specified invoice
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Fetch contact by email
Fetches the details of an existing contact by email
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Fetch contact by display name
Fetches the details of an existing contact by display name
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Fetch timesheet
Fetches the details of an existing timesheet by ID
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Fetch item by SKU
Fetches the details of an existing item by SKU
What is Bigin by Zoho CRM?
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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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