Integrate Zoho CRM with Zoho Invoice
Send information between Zoho CRM and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Zoho Invoice for newly acquired deals in Zoho CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Zoho Invoice each time a deal is closed in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in Zoho Invoice.
Create an invoice in Zoho Invoice for newly acquired deals in Zoho CRM
Zoho CRM + Zoho Invoice
Create a new contact in Zoho Invoice whenever a new contact is created in Zoho CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Zoho Invoice each time a new contact is created in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in Zoho Invoice.
Create a new contact in Zoho Invoice whenever a new contact is created in Zoho CRM
Zoho CRM + Zoho Invoice
Build your own integrations between Zoho CRM and Zoho Invoice
Connect Zoho CRM and Zoho Invoice with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho CRM and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New lead
Triggers when a new lead is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Contact person created
Triggers when a new contact person is created for an existing contact
Credit note created
Triggers when a new credit note is created
Project updated
Triggers when any detail of an existing project is updated
Item updated
Triggers when any detail of an existing item is updated
Contact updated
Triggers when any detail of an existing contact is updated
Payment updated
Triggers when any detail of an existing payment is updated
Payment received
Triggers when a new payment is received
Timesheet updated
Triggers when the details of an existing timesheet are updated
Recurring expense created
Triggers when a new recurring expense is created
Timesheet created
Triggers when a new timesheet is created
Estimate created
Triggers when a new estimate is created in the selected organization
Estimate updated
Triggers when any detail of an existing estimate is updated
Credit note updated
Triggers when the details of an existing credit note are updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Project created
Triggers when a new project is created
Item created
Triggers when a new item is created in the selected organization
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Invoice updated
Triggers when any detail of an existing invoice is updated
All Actions - Actions are the automated tasks
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add tags
Adds tags to the specified record
Add user
Adds a new user
Draft email template
Drafts an email based on the selected template
Send mail merge
Sends a mail merge with details of the selected record
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Raise signal
Raises a signal to Zoho CRM
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add note
Adds a note to the selected module
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
Fetch event
Fetches an event by its title or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Send estimate
Sends an existing estimate to the specified recipients
Start timer
Starts timer for the selected task
Create task
Creates a new task in the specified project
Request payment information
Sends a payment information request to the specified email address
Create project
Creates a new project
Create item
Creates a new item
Send invoice
Sends an existing invoice to the specified recipients
Add address for customer
Adds address details for an existing customer
Record payment
Records a payment for an existing invoice
Create contact person
Creates a new contact person for the selected contact
Create recurring invoice
Creates a new recurring invoice
Create contact
Creates a new contact
Stop timer
Stops the timer that is currently running
Create timesheet
Creates a new timesheet entry
Create recurring expense
Creates a new recurring expense
Send retainer invoice
Sends a retainer invoice to the specified email address
Create retainer invoice
Creates a new retainer invoice
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Update invoice status
Updates the status of an existing invoice
Update contact
Updates the details of an existing contact
Update invoice
Updates the details of an existing invoice
Update timesheet
Updates the details of an existing timesheet
Update contact person
Updates the details of an existing contact person
Update item
Updates the details of an existing item
Update payment link
Updates the details of an existing payment link
Update task
Updates the details of an existing task
Update estimate
Updates the details of an existing estimate
Create payment link
Creates a payment link
Update project
Updates the details of an existing project
Fetch project
Fetches the details of an existing project 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 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 recurring expense
Fetches the details of an existing recurring expense
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch item by name
Fetches the details of an existing item by name
Fetch payment
Fetches the details of an existing payment
Fetch estimate
Fetches the details of an existing invoice
Fetch task
Fetches the details of an existing task by ID
Fetch public invoice payment link
Fetches the payment link for the specified 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 timesheet
Fetches the details of an existing timesheet by ID
Fetch item by SKU
Fetches the details of an existing item by SKU
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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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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