Airtable + Zoho Invoice

Create new Zoho Invoice estimates from new Airtable records

Instantly create a new estimate in Zoho Invoice whenever there's a new record in Airtable through this efficient workflow. It takes the data from Airtable and employs it directly to Zoho Invoice, saving you the task of manual entry. This not only saves your valuable time but also reduces the possibility of errors in transferring information.

Instantly create a new estimate in Zoho Invoice whenever there's a new record in Airtable through this efficient workflow. It takes the data from Airtable and employs it directly to Zoho Invoice, saving you the task of manual entry. This not only saves your valuable time but also reduces the possibility of errors in transferring information.

  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
    • BaseRequired

    • TableRequired

    • RecordRequired

    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
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
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 more

Related categories

  • Databases

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zoho-invoice logo
zoho-invoice logo

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.
Learn more

Related categories

  • Proposal & Invoice Management
  • Zoho

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