Zoho Invoice + Zoho Projects

Create Zoho Projects from new Zoho Invoice estimates effortlessly

Streamline your business process with this efficient workflow. When a new estimate is created in Zoho Invoice, this will instantly set off the creation of a corresponding project in Zoho Projects. This automation aids in ensuring that every estimate leads to a well-documented project, enhancing your productivity, saving time, and keeping your invoicing and project management seamlessly connected.

When this happens...
New Estimate
Triggers when a New Estimate is Created.
TriggerInstant
automatically do this!
Create Project
Creates a new Project.
ActionWrite

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Supported triggers and actions

What does this mean?

- Organization
- ContactRequired
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Status
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It

- Organization
- ContactRequired
- Salutation
- First Name
- Last Name
- Email
- Phone
- Mobile
- Skype
- Designation
- Department
Action
Write
- OrganizationRequired
- Contact NameRequired
- 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 State
- Shipping Address City
- 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
Action
Write

- OrganizationRequired
- Customer Name
- Invoice Number
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item NameRequired
- Line Item RateRequired
- Line Item QuantityRequired
- Line Item Description
- Line Item Discount
- Tax Rate
- 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
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Retainer Invoice Number
- Customer NameRequired
- Retainer Invoice DateRequired
- DescriptionRequired
- RateRequired
- Retainer Invoice Notes
- Retainer Invoice Terms
- Send Retainer Invoice Only to Primary Contact
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Organization
- Invoice Number
Action
Search
- ProjectRequired
Trigger
Scheduled
Try It
- ProjectRequired
- UsersRequired
- TimeRequired
- DateRequired
- Billing StatusRequired
- Task/BugRequired
Trigger
Scheduled
Try It
New Project
Trigger when a new project is created.
Trigger
Scheduled
Try It
- ProjectRequired
Trigger
Scheduled
Try It
- ProjectRequired
- Bug TitleRequired
- Description
- Assign To
- Attachement
- Module
- Flag
Action
Write
- Project NameRequired
- Project Description
- Project Template
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
Action
Write
- ProjectRequired
- Task List NameRequired
- Flag
Action
Write
- ProjectRequired
- Folder
- FileRequired
Action
Write
- Enter Search KeyRequired
Action
Search

- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Organization
- Credit Note Number
- Customer NameRequired
- Reason
- Credit Note DateRequired
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Terms
- Shipping Charge
- Invoice Type
Action
Write
- OrganizationRequired
- Estimate Number
- Customer NameRequired
- Estimate Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Estimate Notes
- Estimate Terms
- Shipping Charge
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Item NameRequired
- RateRequired
- Item Description
- SKU
- Unit
- Is Taxable
- Tax Exemption
Action
Write
- OrganizationRequired
- Customer NameRequired
- Invoice NumberRequired
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item NameRequired
- Line Item RateRequired
- Line Item QuantityRequired
- Line Item Description
- Line Item Discount
- Tax Rate
- HSN or SAC
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- ReasonRequired
- 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 NameRequired
Action
Search
- ProjectRequired
- Folder
Trigger
Scheduled
Try It
- ProjectRequired
Trigger
Scheduled
Try It
- Status
- ProjectRequired
Trigger
Scheduled
Try It
- ProjectRequired
- Log NameRequired
- Notes
- DateRequired
- Billing StatusRequired
- HoursRequired
Action
Write
- ProjectRequired
- Milestone NameRequired
- Who Is Responsible?Required
- Milestone FlagRequired
Action
Write
- ProjectRequired
- Task List
- Task NameRequired
- Description
- Start Date
- End Date
- Who Is Responsible?
Action
Write
- Project IdRequired
- Project NameRequired
- Project Description
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
- Task & Issue Prefix
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Owner NameRequired
Action
Search

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 Help

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About Zoho Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.

Learn more Help

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PRODUCTS

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By team

Zoho Invoice + Zoho Projects

Create Zoho Projects from new Zoho Invoice estimates effortlessly

New Contact Person

Organization

Customer Payment

OrganizationRequired

New Contact

OrganizationRequired

New Invoice

OrganizationRequired

Status

New Project

OrganizationsRequired

Create Contact Person

Organization

ContactRequired

Salutation

First Name

Last Name

Email

Phone

Mobile

Skype

Designation

Department

Create New Contact

OrganizationRequired

Contact NameRequired

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 State

Shipping Address City

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

Create New Invoice

OrganizationRequired

Customer Name

Invoice Number

Invoice Date

Due Date

Order Number

Payment Terms

Line Item NameRequired

Line Item RateRequired

Line Item QuantityRequired