Integrate Gro CRM with Zoho Invoice

Send information between Gro CRM 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 Gro CRM

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Zoho Invoice each time a new contact is created in Gro CRM.

How it works
  1. The flow triggers when a new contact is created in Gro CRM.
  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 Gro CRM

Gro CRM + Zoho Invoice

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Supported triggers and actions

Integrate Gro CRM and Zoho Invoice using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New user

Triggers when a new user is added

New task

Triggers when a new task is created

New deal

Triggers when a new deal is created

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 account

Creates a new account

Create contact

Creates a new contact

Fetch country

Fetches the details of a country by name

Fetch contact

Fetches the details of an existing contact by email or name

Fetch user

Fetches the details of an existing user by email

Fetch time zone

Fetches the details of a time zone by name

Fetch contact type

Fetches the details of an existing contact type by name

Fetch currency

Fetches the details of a currency by name

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 Gro CRM?

Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

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Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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