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Integrate Zoho Invoice with Zoho Projects
Send information between Zoho Invoice and Zoho Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in Zoho Projects 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 software. This flow will initiate a new project in Zoho Projects 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 Zoho Projects.
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Create a new project in Zoho Projects whenever a new project is created in Zoho Invoice
Zoho Invoice + Zoho Projects
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Build your own integrations between Zoho Invoice and Zoho Projects
Connect Zoho Invoice and Zoho Projects 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 Zoho Invoice and Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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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
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Project updated
Triggers when the details of an existing project are updated
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Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
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Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
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Milestone created in a portal
Triggers when a new milestone is created in the selected portal
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Overdue task in project
Triggers when a task in the selected project becomes overdue
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Milestone created
Triggers when a new milestone is created
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Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
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Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
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Task created
Triggers when a new task is created in the selected portal
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Event created
Triggers when a new event is created
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Project comment added
Triggers when a new comment is added in the selected project
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Task created in project
Triggers when a new task is created in the selected project
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Comment added
Triggers when a new comment is added to the selected task
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Task list created
Triggers when a new task list is created
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Bug submitted
Triggers when a new bug/issue is submitted
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Task list completed
Triggers when a task list is marked as completed
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Task updated in project
Triggers when the details of an existing task are updated in the selected project
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Task completed
Triggers when a task is completed in the selected portal
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Milestone completed
Triggers when a milestone is marked as completed
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Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
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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
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Create time log for task
Creates a time log for the selected task
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Create task
Creates a new task
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Create issue time log
Creates a time log for the selected issue
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Add comment
Adds a comment to the selected task
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Create subtask
Creates a new subtask in the selected task
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Add comment to bug
Adds a new comment to the selected bug
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Submit bug
Submits a new bug/issue
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Add client to project
Adds a client to the selected project
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Add user to project
Adds a user to the selected project
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Create project
Creates a new project
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Create comment in project
Creates a new comment in the selected project
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Create task list
Creates a new task list
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Create event
Creates a new event
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Create milestone
Creates a new milestone
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Add client company
Creates a new client company
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Create general time log
Creates a general time log for the selected project
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Add followers to task
Adds the specified users as followers to an existing task
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Add existing client company to a project
Adds an existing client company to a project
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Complete milestone
Completes an existing milestone
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Update task list
Updates the details of a task list using its ID
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Update general time log
Updates the details of an existing general time log
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Update task or subtask
Updates the task or subtask details for the specified ID
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Update project
Updates the details of an existing project
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Update issue time log
Updates the details of an existing issue time log
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Update bug
Updates the details of an existing bug/issue
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Update client company
Updates the details of an existing client company
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Update task time log
Updates the details of an existing task time log
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Fetch milestone
Fetch the details of an existing milestone by search term
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Fetch user
Fetches the details of an existing user by email address or user ID
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Fetch project - By ID
Fetches the details of an existing project by ID
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Fetch CRM deals
Fetch the CRM deals associated with the selected project
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Fetch task list
Fetches the details of an existing task list by name
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Fetch task
Fetches the details of an existing task by name
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Fetch milestone by ID
Fetches the details of an existing milestone by ID
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Fetch project - By search term
Fetches the details of an existing project by search term
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Fetch task status
Fetches the status of an existing task by task name
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Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
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Fetch time log
Fetches the details of an existing time log by bill status and owner
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Fetch bug in project
Fetches the details of an existing bug/task in the selected project
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Fetch project status
Fetches the status of a project by name
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Fetch clients in a project
Fetches the clients associated with the selected project
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Fetch tag
Fetches the specified tag using name
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Fetch user in portal
Fetches the details of a user in the selected portal using email address
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 Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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