Workboard + Zoho Invoice Integrations

How to connect Workboard + Zoho Invoice

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Supported triggers and actions

What does this mean?

New Action Item
Triggers when you select an action item on Workboard and push it to your Zap.
Trigger
Instant
New Comment in Action Item
Triggers when a new comment is added in action item
Trigger
Instant
New Comment in Goal
Triggers when a new comment is added in a goal
Trigger
Instant
New Goal
Triggers when you select a goal on Workboard and push it to your Zap.
Trigger
Instant
New Meeting
Triggers when you create a team meeting or 1on1 meeting on Workboard.
Trigger
Instant
New Workstream
Triggers when you select a workstream on Workboard and push it to your Zap.
Trigger
Instant
Create Team
Creates a new team
Action
Write
Create Workstream
Creates a new Workstream
Action
Write
Workboard
Create an action item in Workboard
Scheduled
Action
Workboard
Update a metrics assigned to a goal in Workboard
Scheduled
Action
Zoho Invoice
Triggers when a new point of contact is added to an existing contact.
Scheduled
Trigger
Zoho Invoice
Triggers when new contact is created.
Instant
Trigger
Zoho Invoice
Triggers when a New Estimate is Created.
Instant
Trigger
Zoho Invoice
Triggers when a new sales invoice is created.
Instant
Trigger
Zoho Invoice
Triggers when New Item is created.
Instant
Trigger
Zoho Invoice
Triggers when a New Project is created.
Instant
Trigger
Zoho Invoice
Creates a new point of contact for a specific contact.
Scheduled
Action
Zoho Invoice
Creates a new contact.
Scheduled
Action
Zoho Invoice
Create New Estimate
Scheduled
Action
Zoho Invoice
Create New Invoice
Scheduled
Action
Zoho Invoice
Create New Item
Scheduled
Action
Zoho Invoice
Finds an Invoice
Scheduled
Action

How Workboard + Zoho Invoice Integrations Work

Step 1: Authenticate Workboard and Zoho Invoice.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Workboard + Zoho Invoice

About Workboard

Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.

Related categories

HR Talent & Recruitment

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