Zoho CRM + Zoho Invoice

Create new Zoho Invoice for every new module entry in Zoho CRM

Easily manage your customer billing process with this efficient workflow between Zoho CRM and Zoho Invoice. Once a new module entry occurs in Zoho CRM, an invoice is instantly created in Zoho Invoice. This automation ensures prompt and accurate billings, streamlining your financial operations and enhancing customer satisfaction.

Easily manage your customer billing process with this efficient workflow between Zoho CRM and Zoho Invoice. Once a new module entry occurs in Zoho CRM, an invoice is instantly created in Zoho Invoice. This automation ensures prompt and accurate billings, streamlining your financial operations and enhancing customer satisfaction.

  1. When this happens...
    Zoho CRMZoho CRM
    New Module Entry

    Triggers instantaneously when any entry is created in the specified module.

    TriggerInstant
  2. automatically do this!
    Zoho InvoiceZoho Invoice
    Create New Invoice

    Triggers when a new sales invoice is created.

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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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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