Create new Connecteam jobs from new Zoho Invoice invoices
Streamline your operations with this workflow. Each time a new invoice is generated in Zoho Invoice, Connecteam immediately creates a job, saving you the hassle of manual data entry. This automation ensures that every sales transaction is seamlessly converted into a productive task, enhancing efficiency in your day-to-day operations.
- When this happens...

New InvoiceTriggers when a new sales invoice is created.TriggerInstant - automatically do this!

Create JobCreates a new job in the app.ActionWrite
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Zoho Invoice and Connecteam
Discover other triggers and actions you can use with Zoho Invoice and Connecteam
- Organization
- ContactRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Organization
- ContactRequired
- Salutation
- First Name
- Last Name
- Email
- Phone
- Mobile
- Skype
- Designation
- Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization
- Credit Note Number
- Customer NameRequired
- Reason
- Credit Note DateRequired
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Terms
- Shipping Charge
- Invoice Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Estimate Number
- Customer NameRequired
- Estimate Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Estimate Notes
- Estimate Terms
- Shipping Charge
- Associate Primary Contact Persons to Estimate
- Email Estimate to Customer
- Mark Estimate as Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization
- Item NameRequired
- RateRequired
- Item Description
- SKU
- Unit
- Is Taxable
- Tax Exemption
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Customer IDRequired
- Contact Name
- Contact Type
- Company Name
- Website
- Payment Terms
- Notes
- Language
- Billing Address
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Billing Address Phone
- Shipping Address
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Country
- Shipping Address Fax
- Shipping Address Phone
- Contact Person Phone Number
- Salutation
- First Name
- Last Name
- EmailID
- Mobile
- Phone
- Primary Contact
- Currency
- GST Treatment
- GSTIN or UIN
- Place of Contact
- Tax Preference
- Vat Treatment
- TRN Number
- Tax Treatment
- Tax Exempt Code
- Tax Authority Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization
- Invoice Number
ActionThis is an event a Zap performs.SearchFind existing data in your app
User ArchivedTriggers when a user is archived
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
User UpdatedTriggers when a user field was edited (real-time trigger).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Time ClockRequired
- Assigned UserRequired
- Timezone
- Associated JobRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Scheduler
- Time Clock
- TitleRequired
- Job Code
- Description
- Address
- Users or Groups
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SchedulerRequired
- Shift title
- Color
- Shift StartRequired
- Shift EndRequired
- Timezone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you want to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned user
- Time ClockRequired
- TimezoneRequired
- Start TimeRequired
- End TimeRequired
- Associated JobRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- Phone NumberRequired
- User TypeRequired
- Email Address
- Send activation SMSRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule IDRequired
- Shift IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Recipient UserRequired
- Sender (publisher)Required
- TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SchedulerRequired
- Shift IDRequired
- Shift Title
- Shift Start
- Shift End
- TimeZone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you what to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Form NameRequired
- Form Submission IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Scheduler IDRequired
- Shift StartRequired
- Shift EndRequired
- Shift ID
- Shift Title
- Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sub-Job Title
- Sub-Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- User ID
- Full Name
- Phone Number
- Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app
- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationRequired
- Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationRequired
- Customer NameRequired
- Invoice NumberRequired
- Payment ModeRequired
- AmountRequired
- Description
- Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact NameRequired
- Contact Type
- Company Name
- Website
- Payment Terms
- Notes
- Language
- Billing Address
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Billing Address Phone
- Shipping Address
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Country
- Shipping Address Fax
- Shipping Address Phone
- Salutation
- First Name
- Last Name
- EmailID
- Mobile
- Phone
- Primary Contact
- Currency
- GST Treatment
- GSTIN or UIN
- Place of Contact
- Tax Preference
- Vat Treatment
- TRN Number
- Tax Treatment
- Tax Exempt Code
- Tax Authority Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Customer Name
- Customer ID
- Invoice Number
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item NameRequired
- Line Item RateRequired
- Line Item QuantityRequired
- Line Item Description
- Line Item Discount
- Tax Rate
- Tax ID
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Payment Gateway
- Paypal Payment Method
- Associate Primary Contact Persons to Invoice
- Email Invoice to Customer
- Mark Invoice as Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization
- Retainer Invoice Number
- Customer NameRequired
- Retainer Invoice DateRequired
- DescriptionRequired
- RateRequired
- Retainer Invoice Notes
- Retainer Invoice Terms
- Send Retainer Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Customer NameRequired
- Invoice NumberRequired
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item NameRequired
- Line Item RateRequired
- Line Item QuantityRequired
- Line Item Description
- Line Item Discount
- Tax Rate
- HSN or SAC
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- ReasonRequired
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Send Invoice Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New UserTriggers when a new user is added (real time trigger)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Archive by phone numberRequired
- User ID
- Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Time ClockRequired
- Assigned UserRequired
- Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Scheduler
- Time Clock
- TitleRequired
- Code
- Description
- Color
- Address
- Qualified Users or Groups
- TitleRequired
- Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned Task BoardRequired
- Assigned Users
- TitleRequired
- Task Labels
- Task StatusRequired
- Start TimeRequired
- Due DateRequired
- Description
- Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Time Clock
- UserRequired
- Policy TypeRequired
- All DayRequired
- StartRequired
- EndRequired
- TimezoneRequired
- StatusRequired
- Employee Note
- Manager (admin) Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- Title
- TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation (Team/Channel)Required
- Sender (publisher)Required
- TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form IDRequired
- Form Submission IDRequired
- Manager FieldsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- UserRequired
- IndicatorRequired
- ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned UserRequired
- Policy NameRequired
- BalanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job Name
- Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Form IDRequired
- User ID
- Submission Start Date
- Submission End Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task BoardRequired
- Label TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.
Related categories
Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.
Related categories




