Integrate EvaluAgent with Zoho Invoice
Send information between EvaluAgent and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Zoho Invoice each time a new contact is created in EvaluAgent
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Zoho Invoice each time a new contact is created in EvaluAgent.
How it works
- The flow triggers when a new contact is created in EvaluAgent.
- Zoho Flow creates a new contact in Zoho Invoice.
Generate a new contact in Zoho Invoice each time a new contact is created in EvaluAgent
EvaluAgent + Zoho Invoice
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Supported triggers and actions
Integrate EvaluAgent and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Evaluation created
Triggers when a new evaluation is added
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Timesheet created
Triggers when a new timesheet is created
Payment updated
Triggers when any detail of an existing payment is updated
Project updated
Triggers when any detail of an existing project is updated
Invoice updated
Triggers when any detail of an existing invoice is updated
Invoice created
Triggers when a new invoice is created
Credit note updated
Triggers when the details of an existing credit note are 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
Contact updated
Triggers when any detail of an existing contact is updated
Contact created
Triggers when a new contact is created
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
Timesheet updated
Triggers when the details of an existing timesheet are updated
Estimate updated
Triggers when any detail of an existing estimate is updated
Recurring expense created
Triggers when a new recurring expense is created
Item updated
Triggers when any detail of an existing item is updated
Payment received
Triggers when a new payment is received
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create user
Adds a new user
Create contact
Creates a new contact
Update user
Updates the details of an existing user. It includes activating or deactivating the user by toggling the 'active' attribute.
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
Stop timer
Stops the timer that is currently running
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Send retainer invoice
Sends a retainer invoice to the specified email address
Send invoice
Sends an existing invoice to the specified recipients
Create item
Creates a new item
Create timesheet
Creates a new timesheet entry
Create retainer invoice
Creates a new retainer invoice
Send estimate
Sends an existing estimate to the specified recipients
Create contact person
Creates a new contact person for the selected contact
Start timer
Starts timer for the selected task
Create recurring invoice
Creates a new recurring invoice
Create project
Creates a new project
Record payment
Records a payment for an existing invoice
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
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Update project
Updates the details of an existing project
Update invoice status
Updates the status of an existing invoice
Create payment link
Creates a payment link
Update contact person
Updates the details of an existing contact person
Update timesheet
Updates the details of an existing timesheet
Update estimate
Updates the details of an existing estimate
Update invoice
Updates the details of an existing invoice
Update item
Updates the details of an existing item
Update payment link
Updates the details of an existing payment link
Fetch user
Fetches the details of an existing user by ID, name, or email address
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 email
Fetches the details of an existing contact by email
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch invoice by number
Fetches the details of an existing invoice by number
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 task
Fetches the details of an existing task by ID
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch item by ID
Fetches the details of an existing item by ID
Fetch item by name
Fetches the details of an existing item by name
Fetch payment
Fetches the details of an existing payment
What is EvaluAgent?
EvaluAgent is a multi-channel quality assurance monitoring platform for customer service teams. It provides features such as customer surveys, evaluations, e-learning, reporting, and more.
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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