Smartsheet + Zoho Billing

Update invoices in Zoho Billing and instantly add rows to Smartsheet

Keep your financial records consistent and up-to-date with this automation. Whenever an invoice is revised in Zoho Billing, this workflow mirrors the changes in your Smartsheet, ensuring seamless accuracy for your financial data. This process not only optimizes time management but also enhances your overall accounting productivity.

When this happens...
Update InvoiceTriggers when an invoice is updated.
TriggerInstant
automatically do this!
Add Row to SheetAdd a row to a sheet.
ActionWrite

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More things you can do with Zoho Billing and Smartsheet

Discover other triggers and actions you can use with Zoho Billing and Smartsheet

- Organizations
  Required
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- Organization
  Required
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- Organization
  Required
- Webhook Name
  Required
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Instant
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- Organizations
  Required
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Instant
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- Organizations
  Required
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Instant
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- Organization
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- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
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- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
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- Organization
  Required
- Subscription ID
  Required
- Coupon Code
  Required
Action
Write
- Organization
  Required
- Subscription ID
  Required
- Cancel at End of Current term
Action
Write
- Organization
- Credit Note Number
- Customer Name
  Required
- Reason
- Credit Note Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Credit Note Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Customer ID
  Required
Action
Write
- Organization
  Required
- Subscription ID
  Required
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Quote Number
- Customer Name
  Required
- Quote Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Quote Notes
- Quote Terms
- Shipping Charge
- Send Quote Only to Primary Contact
- test
Action
Write
- Organization
- Item Name
  Required
- Rate
  Required
- Item Description
- SKU
- Unit
- Is Taxable
Action
Write
- Organization
  Required
- Subscription ID
  Required
- Renewal At
  Required
Action
Write
- Organization
  Required
- Subscription ID
  Required
Action
Write
- Organization
  Required
- Customer ID
  Required
- Display Name
- First Name
- Last Name
- Email
- Company Name
- Website
- Payment Terms
- Mobile
- Work Phone
- Currency Code
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address Country
- Billing Address Zip
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Zip
- Shipping Address Fax
- Notes
- Custom Fields
Action
Write
- Organization
  Required
- Invoice ID
  Required
- Invoice Number
- Invoice Date
- Due Date
- Order Number
- Line Item Name
- Line Item Rate
- Line Item Quantity
- Line Item Description
- Is Taxable
- Tax ID
- Tax Exemption
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Place Of Supply
- Paypal Payment Method
- Payment Gateways
- Associate Primary Contact Persons to Invoice
- Update Reason
  Required
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Invoice#
Action
Search
Get Reports
[PRIVATE] Generates report list for dropdown.
Trigger
Polling
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- Choose a Sheet
  Required
Trigger
Polling
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- Select a Report
  Required
Trigger
Polling
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- Workspace Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row
  Required
- Title
  Required
- Comment
  Required
Action
Write
- Source Workspace
- Source Folder
  Required
- Destination Workspace
- Destination Folder
  Required
- New Folder Name
  Required
Action
Write
- Workspace
  Required
- New Name
  Required
- What to Include?
- Skip Remap
Action
Write
- Choose Source Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Destination
  Required
- Template
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Choose Row
  Required
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a Sheet
  Required
- Email Address(es) to Share To
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Sheet ID
  Required
- Row ID
  Required
Action
Search

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
Trigger
Instant
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- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Subscription ID
  Required
- Charge Amount
  Required
- Description
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Customer ID
  Required
- Invoice ID
  Required
- Amount
- Payment Mode
  Required
- Description
- Reference Number
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- VAT Treatment
- Display Name
  Required
- First Name
- Last Name
- Email
  Required
- Company Name
- Website
- Payment Terms
- Mobile
- Work Phone
- Currency Code
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address Country
- Billing Address ZIP
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address ZIP
- Shipping Address Fax
- Notes
- Custom Fields
- Enable Portal
- Bank Account Payment
Action
Write
- Organization
  Required
- Customer ID
- Customer Name
- Customer Email
- 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
- Is Taxable
- Tax ID
- Tax Exemption
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Place Of Supply
- Paypal Payment Method
- Payment Gateways
- Associate Primary Contact Persons to Invoice
- Mark Invoice as Sent
Action
Write
- Organization
  Required
- Customer
  Required
- Plan Code
  Required
- Plan Quantity
- Plan Price
- Setup Fee
- Addons
- Coupon Code
- Starts At
- Email
- Display Name
- First Name
- Last Name
- Company Name
- Website
- Mobile
- Work Phone
- Currency Code
- Customer Payment Terms
- Enable Portal
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Address Country
- Shipping Address Fax
- Place Of Supply
- Contact Persons
- Customer Custom Fields
- Is Taxable
- Tax ID
- Tax Exemption
- Exchange Rate
- Customer Notes
- Reference
- Sales Person Name
- Billing Cycles
- Trial Days
- Subscription Custom Fields
Action
Write
- Organization
  Required
- Subscription ID
  Required
- Billing Cycle
  Required
- Reason
Action
Write
- Organization
- Retainer Invoice Number
- Customer Name
  Required
- Retainer Invoice Date
- Description
  Required
- Rate
  Required
- Notes
- Terms
Action
Write
- Organization
  Required
- Customer ID
  Required
- Status
  Required
Action
Write
- Organization
  Required
- Subscription ID
  Required
- Subscription Number
- Plan Code
  Required
- Plan Quantity
- Plan Price
- Addons
- Coupon Code
- Place Of Supply
- Customer Notes
- Reference
- Sales Person Name
- Customer Payment Terms
- Is Taxable
- Tax ID
- Tax Exemption
- Update at End of term
- Trial Days
Action
Write
- Organization
  Required
- Display Name
- Email
Action
Search
- Organization
  Required
- Subscription Number
- Reference Number
Action
Search
- Choose a Sheet
  Required
Trigger
Polling
Try It
- Choose a Sheet
  Required
Trigger
Polling
Try It
Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Trigger
Instant
Try It
- Sheet
  Required
- Row
  Required
- File Attachment
  Required
Action
Write
- Choose a Sheet
  Required
- Add Row to Top or Bottom
Action
Write
- Choose Source Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Sheet
  Required
- Column
  Required
- Parent Row
Action
Write
- Destination
  Required
- Sheet to Copy
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row ID
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Format
  Required
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a Workspace
  Required
- Email Address(es) to Share To
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
Action
Write
- Sheet ID
  Required
- Query
  Required
Action
Search

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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