Popular ways to use Zoho Invoice workflows

• Create contact persons in Zoho Invoice from newly-confirmed appointments in CatchApp Bookings

  

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  CatchApp Bookings, Zoho Invoice

  CatchApp Bookings + Zoho Invoice

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  1. 

     When this happens

     Step 1: New Accepted Appointment

  2. 

     Then do this

     Step 2: Create Contact Person

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  Create contact persons in Zoho Invoice from newly-confirmed appointments in CatchApp Bookings

  

  by Zapier

  Zapier

  Create contact persons in Zoho Invoice from newly-confirmed appointments in CatchApp Bookings

  Try it

  • 
  • 

  CatchApp Bookings, Zoho Invoice

  CatchApp Bookings + Zoho Invoice

• Create Zoho Invoices for new confirmed appointments in CatchApp Bookings

  

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  CatchApp Bookings, Zoho Invoice

  CatchApp Bookings + Zoho Invoice

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  1. 

     When this happens

     Step 1: New Accepted Appointment

  2. 

     Then do this

     Step 2: Create New Invoice

  See Zap detailsTry it

  Create Zoho Invoices for new confirmed appointments in CatchApp Bookings

  

  by Zapier

  Zapier

  Create Zoho Invoices for new confirmed appointments in CatchApp Bookings

  Try it

  • 
  • 

  CatchApp Bookings, Zoho Invoice

  CatchApp Bookings + Zoho Invoice

• Create Zoho Invoice contacts for new accepted CatchApp Bookings appointments

  

  by Zapier

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  • 
  • 

  CatchApp Bookings, Zoho Invoice

  CatchApp Bookings + Zoho Invoice

  More details

  1. 

     When this happens

     Step 1: New Accepted Appointment

  2. 

     Then do this

     Step 2: Create New Contact

  See Zap detailsTry it

  Create Zoho Invoice contacts for new accepted CatchApp Bookings appointments

  

  by Zapier

  Zapier

  Create Zoho Invoice contacts for new accepted CatchApp Bookings appointments

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  • 
  • 

  CatchApp Bookings, Zoho Invoice

  CatchApp Bookings + Zoho Invoice

• Add new Holded invoices to Zoho Invoice

  

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  Zoho Invoice, Holded

  Zoho Invoice + Holded

  More details

  1. 

     When this happens

     Step 1: New Invoice

  2. 

     Then do this

     Step 2: Create Sales Invoice

  See Zap detailsTry it

  Add new Holded invoices to Zoho Invoice

  

  by Zapier

  Zapier

  Add new Holded invoices to Zoho Invoice

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  Zoho Invoice, Holded

  Zoho Invoice + Holded

• Create invoices in Zoho Invoice when new payments are made on Razorpay

  

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  Razorpay, Zoho Invoice

  Razorpay + Zoho Invoice

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     When this happens

     Step 1: Payment Captured

  2. 

     Then do this

     Step 2: Create New Invoice

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  Create invoices in Zoho Invoice when new payments are made on Razorpay

  

  by Zapier

  Zapier

  Create invoices in Zoho Invoice when new payments are made on Razorpay

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  • 
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  Razorpay, Zoho Invoice

  Razorpay + Zoho Invoice

• Create projections in Cash Flow Frog from new invoices in Zoho Invoice

  

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  Zapier

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  Zoho Invoice, Cash Flow Frog

  Zoho Invoice + Cash Flow Frog

  More details

  1. 

     When this happens

     Step 1: New Invoice

  2. 

     Then do this

     Step 2: Create Projection

  See Zap detailsTry it

  Create projections in Cash Flow Frog from new invoices in Zoho Invoice

  

  by Zapier

  Zapier

  Create projections in Cash Flow Frog from new invoices in Zoho Invoice

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  Zoho Invoice, Cash Flow Frog

  Zoho Invoice + Cash Flow Frog

• Create cash flow projections from new estimates issued in Zoho Invoice

  

  by Zapier

  Zapier

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  Zoho Invoice, Cash Flow Frog

  Zoho Invoice + Cash Flow Frog

  More details

  1. 

     When this happens

     Step 1: New Estimate

  2. 

     Then do this

     Step 2: Create Projection

  See Zap detailsTry it

  Create cash flow projections from new estimates issued in Zoho Invoice

  

  by Zapier

  Zapier

  Create cash flow projections from new estimates issued in Zoho Invoice

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  • 
  • 

  Zoho Invoice, Cash Flow Frog

  Zoho Invoice + Cash Flow Frog

• Add new customers from cituro to Zoho Invoice

  

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  cituro, Zoho Invoice

  cituro + Zoho Invoice

  More details

  1. 

     When this happens

     Step 1: New Customer

  2. 

     Then do this

     Step 2: Create New Contact

  See Zap detailsTry it

  Add new customers from cituro to Zoho Invoice

  

  by Zapier

  Zapier

  Add new customers from cituro to Zoho Invoice

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  • 
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  cituro, Zoho Invoice

  cituro + Zoho Invoice

• 

  New Contact Person

  Triggers when a new point of contact is added to an existing contact.

  Trigger

  Scheduled
• 

  New Contact

  Triggers when new contact is created.

  Trigger

  Instant
• 

  New Estimate

  Triggers when a New Estimate is Created.

  Trigger

  Instant
• 

  New Invoice

  Triggers when a new sales invoice is created.

  Trigger

  Instant
• 

  New Item

  Triggers when New Item is created.

  Trigger

  Instant
• 

  New Project

  Triggers when a New Project is created.

  Trigger

  Instant
• 

  Create Contact Person

  Creates a new point of contact for a specific contact.

  Action

  Write
• 

  Create New Contact

  Creates a new contact.

  Action

  Write
• 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