Connect Invoice Crowd and RoboHead to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Invoice Crowd with RoboHead - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Customer" from Invoice Crowd.

Add your action

An action happens after the trigger—such as "Create Note" in RoboHead.

You’re connected!

Zapier seamlessly connects Invoice Crowd and RoboHead, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Customer
Triggers when new customer is created.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is created.
Trigger
Polling
Try It
- Business Profile Pid
  Required
Trigger
Polling
Try It
- Business Profile
  Required
- Customer Pid
  Required
- Template Pid
- Item Name
- Item Description
- Item Quantity
- Item Rate
Action
Write
- Business Profile
  Required
- Customer Pid
  Required
- Template Pid
- Item Name
  Required
- Item Description
- Item Quantity
- Item Rate
Action
Write

- Business Profile
  Required
- Income Category
- Accounting Category
- Title
  Required
- Source
- Description
- Amount
- Income Currency
- Income Date
Action
Write
New Note
Triggers when a new note is created.
Trigger
Instant
Try It

Project Modified
Triggers when a project is modified.
Trigger
Instant
Try It
Create Note
Create a note in RoboHead
Action
Write
Create Request
Creates a request in RoboHead
Action
Write
- Project Id
  Required
Action
Write
- Project Id
  Required
- Tags Name
Action
Search

- Business Profile Pid
  Required
Trigger
Polling
Try It
New Other Income
Triggers when a new Income is created.
Trigger
Polling
Try It
New Item
Triggers when a new item in Invoicecrowd is created.
Trigger
Polling
Try It
- Business Profiles
- Name
  Required
- Contact Person
- Email
  Required
- Country
- Company Name
- Vat Tax No
- Phone
- Mobile
- Address 1
- Address 2
- City
- State
- Zip
- Fax
- Website
- Currency
- Shipping Name
- Shippping Email
- Shipping phone
- Shipping Address 1
- Shipping Address 1
- Shipping Country
- Shipping City
- Shipping State
- shipping Zip
Action
Write
- Expense Title
  Required
- Expense Category
- Currency
- Source
- Description
- Total Amount
- Exchanged Amount
- Adjusted Amount
- Amount
- Expense Date
Action
Write
- Item Name
  Required
- Description
- Price
- Quantity
- Cost Price
Action
Write
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
Project Status Changed
Triggers when a project status is changed.
Trigger
Instant
Try It
Create Project
Create a project in RoboHead
Action
Write
Create Task
Create a project task in RoboHead
Action
Write
- Project Id
- Project Name
- Formatted Project Number
Action
Search

For AI agents & developers

Use Invoice Crowd and RoboHead with AI agents and code

Beyond Zap workflows. Call Invoice Crowd and RoboHead actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Invoice Crowd and RoboHead actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Invoice
Create Note

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Invoice Crowd and RoboHead actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* invoice-crowd / robohead action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Invoice Crowd and RoboHead to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Invoice Crowd to RoboHead integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Invoice Crowd

A Cloud based Invoicing, Estimation and Accounting Platform for small and mid sized Business. Create and send Invoices to your clients and get paid faster.

HelpHelp

Related categories

Proposal & Invoice Management

About RoboHead

RoboHead is a project management solution that helps teams focus on their people, deadlines, and creative deliverables.