Omnisend + Zoho Invoice

Create new Omnisend subscribers for each new Zoho Invoice issued

Simplify your e-commerce operations with this streamlined workflow. Once a new invoice is generated in Zoho Invoice, it will instantly create a new subscriber in Omnisend. This ensures your customer details are efficiently organized in your email marketing tool, saving you time and reducing manual data entry. By connecting Zoho Invoice with Omnisend, you prioritize efficiency and business growth.

When this happens...
New InvoiceTriggers when a new sales invoice is created.
TriggerInstant
automatically do this!
Create SubscriberCreates or updates a subscriber with all provided values, i.e. name, phone number, tag, etc. Use tag to be able to add subscribers to segment in Omnisend.
ActionWrite

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More things you can do with Zoho Invoice and Omnisend

Discover other triggers and actions you can use with Zoho Invoice and Omnisend

- Organization
- Contact
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It

- Organization
Trigger
Instant
Try It
- Organization
- Contact
  Required
- Salutation
- First Name
- Last Name
- Email
- Phone
- Mobile
- Skype
- Designation
- Department
Action
Write

- Organization
- Credit Note Number
- Customer Name
  Required
- Reason
- Credit Note Date
  Required
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Terms
- Shipping Charge
- Invoice Type
Action
Write
- Organization
  Required
- Estimate Number
- Customer Name
  Required
- Estimate Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- 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 Name
  Required
- Rate
  Required
- Item Description
- SKU
- Unit
- Is Taxable
- Tax Exemption
Action
Write
- Organization
  Required
- Customer ID
  Required
- 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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
- Invoice Number
Action
Search
New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
- Campaign ID
  Required
Action
Write
- Campaign Name
  Required
- Language
  Required
- Template ID
  Required
- Email Subject
  Required
- Sender Name
  Required
- Preheader Text
- Sender Email
- Reply-To Email
- Included Segments
- Excluded Segments
- Sending Strategy
- Scheduled Send Time
- Timezone Optimization
Action
Write
- Email
- Phone Number
- Status
- Status Date
- Tags
- First Name
- Last Name
- Contact Creation Date
- Country
- Country Code
- State
- Address
- City
- Postal or Zip Code
- Gender
- Birthdate
- Opt-In Date
- Opt-In IP
- Custom Properties
- Send Welcome Email
Action
Write
- Template ID
  Required
Action
Write
- Segment ID
  Required
Action
Write
- HTML Content
  Required
- Template Name
  Required
Action
Write
- Campaign ID
  Required
Action
Write
- Image URL
  Required
- Image Name
Action
Write
- Name Contains
- Status
- Channel
- Sort By
- Sort Order
- Max Results
- Created After
- Created Before
- Updated After
- Updated Before
- Next Page Cursor
Action
Search
- Name Contains
- Sort By
- Sort Order
- Max Results
- Next Page Cursor
Action
Search
- Segment ID
  Required
Action
Search
- Segment ID
  Required
Action
Search

- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organization
  Required
- Status
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organization
  Required
- Customer Name
  Required
- Invoice Number
  Required
- Payment Mode
  Required
- Amount
  Required
- Description
- Reference Number
Action
Write
- Organization
  Required
- Contact Name
  Required
- 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
- Organization
  Required
- Customer Name
- Customer ID
- Invoice Number
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item Name
  Required
- Line Item Rate
  Required
- Line Item Quantity
  Required
- 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
Action
Write
- Organization
- Retainer Invoice Number
- Customer Name
  Required
- Retainer Invoice Date
  Required
- Description
  Required
- Rate
  Required
- Retainer Invoice Notes
- Retainer Invoice Terms
- Send Retainer Invoice Only to Primary Contact
Action
Write
- Organization
  Required
- Customer Name
  Required
- Invoice Number
  Required
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item Name
  Required
- Line Item Rate
  Required
- Line Item Quantity
  Required
- Line Item Description
- Line Item Discount
- Tax Rate
- HSN or SAC
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Reason
  Required
- 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 Name
  Required
Action
Search
Updated Contacts
Triggers when a contact is is last updated or created.
Trigger
Polling
Try It
- Campaign ID
  Required
Action
Write
- Event Name
  Required
- Event Time
- Event Version
- Event properties - basic
- Event Properties - advanced (JSON)
- Contact Email
- Contact Phone
- Contact ID
- Contact Email Subscription Status
- Contact Email Subscription Date
- Contact SMS Subscription Status
- Contact SMS Subscription Date
- Contact First Name
- Contact Last Name
- Contact Birthdate
- Contact Address
- Contact City
- Contact ZIP (postal) Code
- Contact State
- Contact Country
- Contact Country Code
- Contact Tags
- Contact Custom Properties
Action
Write
- Campaign ID
  Required
Action
Write
- Image ID
  Required
Action
Write
- Image ID
  Required
Action
Write
- Template ID
  Required
Action
Write
- Campaign ID
  Required
- Campaign Name
- Language
- Email Subject
- Sender Name
- Preheader Text
- Sender Email
- Reply-To Email
- Included Segments
- Excluded Segments
- Sending Strategy
- Scheduled Send Time
- Timezone Optimization
Action
Write
- Campaign ID
  Required
Action
Search
- Template ID
  Required
Action
Search
- Name Contains
- Sort By
- Sort Order
- Max Results
  Required
Action
Search
- Max Results
- Sort By
- Sort Order
- Next Page Cursor
Action
Search

About Omnisend

Omnisend is a marketing automation platform built for growing ecommerce businesses that have graduated their basic email marketing tools.

Learn moreLearn moreHelpHelp

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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 moreLearn moreHelpHelp

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