How to connect Workboard + Zoho Invoice
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- New Action ItemTriggers when you select an action item on Workboard and push it to your Zap.Trigger
- New Comment in Action ItemTriggers when a new comment is added in action itemTrigger
- New Comment in GoalTriggers when a new comment is added in a goalTrigger
- New GoalTriggers when you select a goal on Workboard and push it to your Zap.Trigger
- New MeetingTriggers when you create a team meeting or 1on1 meeting on Workboard.Trigger
- New WorkstreamTriggers when you select a workstream on Workboard and push it to your Zap.Trigger
- Create TeamCreates a new teamAction
- Create WorkstreamCreates a new WorkstreamAction
- 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.
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