Zapier Interfaces + Zoho Invoice

"create new Zoho Invoice for every new form submission in Zapier Interfaces"

Streamline your billing operations with this efficient workflow. When a new form submission is created in your Zapier Interfaces, an invoice is immediately generated within Zoho Invoice. This easy solution ensures prompt, systematic management of every invoicing task tied to each form submission, saving you precious time and boosting productivity.

When this happens...
Form Submission Created
Triggers when a new form submission is created.
TriggerInstant
automatically do this!
Create New Invoice
Triggers when a new sales invoice is created.
ActionWrite

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Supported triggers and actions

- InterfaceRequired
- PageRequired
- ButtonRequired
Trigger
Instant
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- InterfaceRequired
Trigger
Instant
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- InterfaceRequired
Trigger
Instant
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- InterfaceRequired
- PageRequired
- Stripe PaymentRequired
Trigger
Instant
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- InterfaceRequired
- Email AddressRequired
Action
Write

- InterfaceRequired
- Email AddressRequired
- NameRequired
Action
Search or write
- OrganizationsRequired
Trigger
Instant
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- OrganizationsRequired
Trigger
Instant
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- OrganizationsRequired
Trigger
Instant
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- OrganizationRequired
- Status
Trigger
Instant
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- OrganizationsRequired
Trigger
Instant
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- OrganizationsRequired
Trigger
Instant
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- OrganizationRequired
- Customer NameRequired
- Invoice NumberRequired
- Payment ModeRequired
- AmountRequired
- Description
- Reference Number
Action
Write
- 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
Action
Write
- 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
- 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
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Retainer Invoice Number
- Customer NameRequired
- Retainer Invoice DateRequired
- DescriptionRequired
- RateRequired
- Retainer Invoice Notes
- Retainer Invoice Terms
- Send Retainer Invoice Only to Primary Contact
Action
Write
- 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
Action
Write
- Organization
- Email
Action
Search
- Organization NameRequired
Action
Search

- InterfaceRequired
- PageRequired
- Block Type
Trigger
Instant
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- InterfaceRequired
- PageRequired
- FormRequired
Trigger
Instant
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Interface Created
Triggers when a new Interface is created.
Trigger
Instant
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- InterfaceRequired
- NameRequired
- Email AddressRequired
Action
Write
- InterfaceRequired
- Email AddressRequired
Action
Search
- Organization
- ContactRequired
Trigger
Polling
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- Organization
Trigger
Instant
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- Organization
- ContactRequired
- Salutation
- First Name
- Last Name
- Email
- Phone
- Mobile
- Skype
- Designation
- Department
Action
Write
- 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
Action
Write
- 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
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Item NameRequired
- RateRequired
- Item Description
- SKU
- Unit
- Is Taxable
- Tax Exemption
Action
Write
- 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
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
- Invoice Number
Action
Search

About Zapier Interfaces

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

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