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Airtable + Zoho Invoice

Create new Zoho Invoice estimates from new Airtable records

Save time and reduce manual entry by automating the creation of estimates in Zoho Invoice whenever a new record is added in Airtable. This workflow connects Airtable and Zoho Invoice, streamlining your invoicing process and ensuring that all relevant data is consistently transferred between the two apps. Stay organized and improve efficiency with this seamless integration.

Save time and reduce manual entry by automating the creation of estimates in Zoho Invoice whenever a new record is added in Airtable. This workflow connects Airtable and Zoho Invoice, streamlining your invoicing process and ensuring that all relevant data is consistently transferred between the two apps. Stay organized and improve efficiency with this seamless integration.

  1. When this happens...
    AirtableAirtable
    New Record

    Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.

    TriggerScheduled
  2. automatically do this!
    Zoho InvoiceZoho Invoice
    Create New Estimate

    Triggers when a New Estimate is Created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Lookup FieldRequired

    • Secondary Lookup Field

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • BaseRequired

    • TableRequired

    • Help Text

    • Which timestamp field should this Zap use to check for updates?Required

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Cache Copy

    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Search by Field

    • Search Value

    • Search for Exact Match?

    • Search Formula

    • Limit to View

    • Include file contents?

    Action
    Search
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn moreHelp

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  • Databases

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zoho-invoice logo
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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.

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