FYI + Zoho Invoice

Manage new Zoho Invoice invoices by creating or updating clients in FYI

Whenever a new invoice is created in Zoho Invoice, this workflow ensures your FYI app is simultaneously updated or a new client is created if needed. It's an efficient way to maintain up-to-date records in both applications, removing the need for manual data input. This seamless integration between Zoho Invoice and FYI provides a valuable solution to manage your client information and invoices effortlessly.

Whenever a new invoice is created in Zoho Invoice, this workflow ensures your FYI app is simultaneously updated or a new client is created if needed. It's an efficient way to maintain up-to-date records in both applications, removing the need for manual data input. This seamless integration between Zoho Invoice and FYI provides a valuable solution to manage your client information and invoices effortlessly.

  1. When this happens...
    Zoho InvoiceZoho Invoice
    New Invoice

    Triggers when a new sales invoice is created.

    TriggerInstant
  2. automatically do this!
    FYIFYI
    Create or Update Client

    Create or Update a Client in FYI.

    ActionWrite
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Supported triggers and actions

    • OrganizationsRequired

    Trigger
    Instant
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    • OrganizationsRequired

    Trigger
    Instant
    Try It
    • OrganizationsRequired

    Trigger
    Instant
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    • OrganizationRequired

    • Status

    Trigger
    Instant
    Try It
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About FYI

FYI is a document management service for professionals

Related categories

  • Accounting
zoho-invoice logo
zoho-invoice logo

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

Related categories

  • Proposal & Invoice Management
  • Zoho

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