Integrate Zoho Invoice with Shortcut
Send information between Zoho Invoice and Shortcut automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Shortcut whenever a new project is created in Zoho Invoice
Enable efficient tracking and reporting of projects by creating a new project in your project management solution. This flow will initiate a new project in Shortcut when a new project is established in Zoho Invoice.
How it works
- The flow triggers when a new project is created in Zoho Invoice.
- Zoho Flow creates a new project in Shortcut.
Create a new project in Shortcut whenever a new project is created in Zoho Invoice
Zoho Invoice + Shortcut
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Supported triggers and actions
Integrate Zoho Invoice and Shortcut using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Milestone created
Triggers when a new milestone is created
Story created
Triggers when a new story is created in a project
Comment added
Triggers when a new comment is added
Project created
Triggers when a new project is created
Epic created
Triggers when a new epic is created
All Actions - Actions are the automated tasks
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
Create team
Creates a new team
Create iteration
Creates a new iteration
Create category
Creates a new category
Create story
Creates a new story in the selected project
Create milestone
Creates a new milestone
Create epic
Creates a new epic
Create comment
Creates a new comment in a selected story
Create project
Creates a new project
Create label
Creates a new label
Update epic
Updates the details of an existing epic
Update label
Updates the details of an existing label
Update iteration
Update details of an existing iteration
Update story
Updates the details of an existing story
Update team
Update details of an existing team
Fetch epic
Fetch the details of an existing epic using ID
Fetch team
Fetch the details of an existing team using ID
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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What is Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
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