Kanban Tool + Zoho Invoice

Generate new Zoho Invoice each time tasks are moved in Kanban Tool

Accelerate your efficiency by integrating Kanban Tool with Zoho Invoice. With this workflow, when you move a task in Kanban Tool, a new invoice is immediately prepared in Zoho Invoice. This seamless connection ensures your business finances respond instantly to your project management updates, keeping your operations smooth and organized.

When this happens...
Task Moved
Triggers when a task is moved to another workflow stage or swimlane.
TriggerPolling
automatically do this!
Create New Invoice
Triggers when a new sales invoice is created.
ActionWrite

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Supported triggers and actions

- BoardRequired
- Swimlane
- Workflow stage
- Activity type
Trigger
Polling
Try It
- BoardRequired
Trigger
Polling
Try It
- BoardRequired
- TaskRequired
Trigger
Polling
Try It
- BoardRequired
Trigger
Polling
Try It
- BoardRequired
Trigger
Polling
Try It

- BoardRequired
- Swimlane
- Workflow stage
Trigger
Polling
Try It
- BoardRequired
- TaskRequired
Action
Write

- BoardRequired
- TaskRequired
- NameRequired
- Assigned User
Action
Write
- NameRequired
- BoardRequired
- Swimlane
- Workflow stage
- Card type
- Assigned User
Action
Write
- BoardRequired
- TaskRequired
Action
Write
- BoardRequired
- TaskRequired
- Checklist itemRequired
- Name
- Assigned User
- Is completed
Action
Write
- BoardRequired
- Query
- Name
- Workflow stage
- Swimlane
Action
Search
- BoardRequired
- Query
- NameRequired
- Workflow stage
- Swimlane
- Swimlane
- Workflow stage
- Card type
- Assigned User
Action
Search or write
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationRequired
- Status
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It
- 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
- Associate Primary Contact Persons to Invoice
- Email Invoice to Customer
- Mark Invoice as Sent
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

New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- BoardRequired
Trigger
Polling
Try It
- BoardRequired
- Swimlane
- Workflow stage
Trigger
Polling
Try It
- BoardRequired
- Swimlane
- Workflow stage
- Card type
Trigger
Polling
Try It
- BoardRequired
- Swimlane
- Workflow stage
Trigger
Polling
Try It
- BoardRequired
- Swimlane
- Workflow stage
Trigger
Polling
Try It
- BoardRequired
- TaskRequired
- Checklist itemRequired
Action
Write
- BoardRequired
- TaskRequired
- Comment contentRequired
Action
Write
- BoardRequired
- TaskRequired
- Checklist itemRequired
Action
Write
- BoardRequired
- TaskRequired
- Direction
- Swimlane
- Workflow stage
Action
Write
- Name
- BoardRequired
- TaskRequired
- Card type
- Assigned User
Action
Write
- BoardRequired
- TaskRequired
Action
Search
- Organization
- ContactRequired
Trigger
Polling
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- 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
- Associate Primary Contact Persons to Estimate
- Email Estimate to Customer
- Mark Estimate as Sent
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 Kanban Tool

Kanban Tool is a smart visual project management application with real-time collaboration that allows teams to get work done faster. Kanban Tool helps companies visualize workflow, analyze and improve business processes and reduce waste.

Related categories

Project Management

Similar apps

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

Kanban Tool + Zoho Invoice

Generate new Zoho Invoice each time tasks are moved in Kanban Tool

New Activity on a Board

New Board Collaborator

New Checklist Item

New Swimlane

New Workflow Stage

Task Moved

Archive Task

Create Checklist Item

Create Task

Delete Task

Update Checklist Item

Find Task

Find or Create task

New Credit Note

Invoice Status Change

New Estimate

New Invoice

New Project

Update Invoice

Record Payment

Create New Contact

Create New Invoice

Create Retainer Invocie

Update Invoice

Find Contact

Find Organization

New Board

New Card Type

New Comment

New Task

Task Archived

Task Updated

Complete Checklist Item

Create Comment

Delete Checklist Item

Move Task

Update Task

Get Task Details

New Contact Person

Customer Payment

New Contact

New Expense

New Item

New Retainer Invocie

Create Contact Person

Create Credit Note

Create New Estimate

Create New Item

Update Contact

API Request (Beta)

Find Invoice

About Kanban Tool

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About Zoho Invoice

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