Salesflare Salesflare Integrations

Zoho Invoice and Salesflare

Proposal & Invoice ManagementZoho go.zoho.com ↗

How to connect Zoho Invoice

What you can automate

  • When new Contact Person in Zoho Invoice, find or create contact in Salesflare.
  • When new Credit Note in Zoho Invoice, create internal note in Salesflare.
  • When new Contact in Zoho Invoice, find or create contact in Salesflare.
  • When new Estimate in Zoho Invoice, create opportunity in Salesflare.
  • When new Invoice in Zoho Invoice, create opportunity, then find or create contact in Salesflare.
  • When new Opportunity in Salesflare, create New Estimate in Zoho Invoice.

About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.

Zoho Invoice operations on Zapier

Triggers (12)

Start a workflow when this happens

  • Customer Payment — Triggers when Customer pays.
  • Invoice Status Change — Triggers when an invoice status is changed.
  • New Contact — Triggers when new contact is created.
  • New Contact Person — Triggers when a new point of contact is added to an existing contact.
  • New Credit Note — Triggers when a new Credit Note is created.
Show 7 more triggers
  • New Estimate — Triggers when a New Estimate is Created.
  • New Expense — Triggers when an expense is created.
  • New Invoice — Triggers when a new sales invoice is created.
  • New Item — Triggers when New Item is created.
  • New Project — Triggers when a New Project is created.
  • New Retainer Invocie — Triggers when a retainer invoice is created.
  • Update Invoice — Triggers when an invoice is updated.

Actions (11)

Things Salesflare can make it do

  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • Create Contact Person — Creates a new point of contact for a specific contact.
  • Create Credit Note — Creates a new credit note for a customer
  • Create New Contact — Creates a new contact.
  • Create New Estimate — Create New Estimate
Show 6 more actions
  • Create New Invoice — Create a New Invoice
  • Create New Item — Create New Item
  • Create Retainer Invocie — Creates a new Retainer Invoice.
  • Record Payment — Make payment to an Invoice.
  • Update Contact — Action used to Update a existing Contact in Zoho Billing.
  • Update Invoice — Update a Invoice

Searches (3)

Look up existing records

  • Find Contact — Finds an contact
  • Find Invoice — Finds an Invoice
  • Find Organization — Finds an Organization

Zoho Invoice operations on Make

Triggers (6)

Start a workflow when this happens

  • Watch Contacts — Triggers when a contact is created or updated.
  • Watch Estimates — Triggers when an estimate is created or updated.
  • Watch Expenses — Triggers when an expense is created or updated.
  • Watch Invoices — Trigger when an invoice is created or updated.
  • Watch Items — Triggers when an item is created or updated.
Show 1 more triggers
  • Watch Projects — Triggers when a project is created.

Actions (67)

Things Salesflare can make it do

  • Create a Contact — Creates a contact with given information.
  • Create a Contact Person — Creates a contact person for contact.
  • Create a Credit Note — Creates a new credit note.
  • Create a Expense Category — Creates a new expense category.
  • Create a Payment — Creates a new payment.
Show 62 more actions
  • Create a Price List — Creates a new price list.
  • Create a Project — Creates a new project.
  • Create a Recurring Expense — Creates a new recurring expense.
  • Create a Recurring Invoice — Creates a new recurring invoice.
  • Create an Estimate — Creates an estimate for your customer.
  • Create an Expense — Creates a billable or non-billable expense.
  • Create an Invoice — Creates an invoice for your customer.
  • Create an Item — Creates a new item.
  • Delete a Contact — Delete an existing Contact.
  • Delete a Contact Person — Delete an existing contact person.
  • Delete a Credit Note — Deletes an existing credit note.
  • Delete a Payment — Deletes an existing payment.
  • Delete a Price List — Deletes a price list.
  • Delete a Project — Deletes an existing project.
  • Delete a Recurring Expense — Deletes an existing recurring expense.
  • Delete a Recurring Invoice — Deletes an existing recurring invoice.
  • Delete a Task — Deletes a task added to a project.
  • Delete a Time Entry — Deetes a logged time entry.
  • Delete an Estimate — Deletes an existing estimate.
  • Delete an Expense — Deletes an existing expense.
  • Delete an Invoice — Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.
  • Delete an Item — Deletes an existing item. Items that are part of a transaction cannot be deleted.
  • Email a Credit Note — Email a credit note.
  • Email an Invoice — Emails an invoice to the customer. Input json string is not mandatory. If input json string is empty, mail will be send with default mail content.
  • Get a Contact — Get details of a contact.
  • Get a Contact Person — Get the details of a contact person.
  • Get a Credit Note — Gets details of an existing credit note.
  • Get a Payment — Gets the details of an existing payment.
  • Get a Price List — Fetches the details of an existing price list.
  • Get a Project — Gets the details of a project.
  • Get a Recurring Expense — Gets the details of the recurring expense.
  • Get a Recurring Invoice — Gets the details of a recurring invoice.
  • Get a Time Entry — Gets details of a time entry.
  • Get an Estimate — Get the details of an estimate.
  • Get an Expense — Gets the detail of the expense.
  • Get an Invoice — Gets the details of an invoice.
  • Get an Item — Fetches details of an existing item.
  • Log Time Entries — Logs time entries.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Mark a Contact Active/Inactive — Mark a contact as active or inactive.
  • Mark a Contact Person Primary — Marks a contact person as primary for contact.
  • Mark a Project Active/Inactive — Marks project as active or inactive.
  • Mark a Recurring Invoice Stop/Resume — Stops or resumes an active recurring invoice.
  • Mark an Estimate Sent/Accepted/Declined — Marks a draft estimate as send, accepted or declined.
  • Mark an Invoice Sent/Void/Draft — Marks a invoice as sent, void, or draft.
  • Mark an Item Active/Inactive — Marks an item as active or inactive.
  • Refund a Credit Note — Refunds credit note amount.
  • Refund a Payment — Refund the excess amount paid by the customer.
  • Update a Contact — Update an existing contact. To delete a contact person remove it from the contact persons list.
  • Update a Contact Person — Update details of an existing contact person.
  • Update a Credit Note — Update details of an existing credit note.
  • Update a Payment — Updates an existing payment information.
  • Update a Price List — Updates an existing Price List.
  • Update a Project — Updates details of a project.
  • Update a Recurring Expense — Updates an exsiting recurring expense.
  • Update a Recurring Invoice — Updates a recurring invoice.
  • Update a Task — Updates the details of an existing task.
  • Update a Time Entry — Updates logged time entry.
  • Update an Estimate — Updates an existing estimate. To delete a line item just remove it from the line items list.
  • Update an Expense — Update an existing expense.
  • Update an Invoice — Updates an existing invoice. To delete a line item just remove it from the line items list.
  • Update an Item — Updates the details of an existing item.

Searches (15)

Look up existing records

  • List Contact Persons — Lists all contact persons with pagination.
  • List Contacts — Lists all contacts with pagination.
  • List Credit Notes — Lists all the credit notes.
  • List Estimates — Lists all estimates with pagination.
  • List Expense Categories — List Expense categories along with pagination.
Show 10 more searches
  • List Expenses — List all the expenses with pagination.
  • List Invoices — Lists all invoices with pagination.
  • List Items — Gets the list of all active items with pagination.
  • List Payment Refunds — Lists all the refunds pertaining to an existing customer payment.
  • List Payments — Lists all the payments made by your customer.
  • List Price Lists — Gets the list of all the price lists with pagination.
  • List Projects — Lists all projects with pagination.
  • List Recurring Expenses — Lists all the expenses with pagination.
  • List Recurring Invoices — Lists the details of all recurring invoices.
  • List Time Entries — Lists all time entries with pagination.

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