Connect Productroad and Zoho Invoice
Integrate Productroad with Zoho Invoice to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Zoho-invoice when New Post in Productroad
Create Contact in Zoho Invoice when New Post in Productroad
Create Item in Zoho Invoice when New Post in Productroad
Create Estimate in Zoho Invoice when New Post in Productroad
Create Contact Person in Zoho-invoice when New Post in Productroad
Popular Productroad + Zoho Invoice flows
Start from a real workflow other teams are already running.
Choose a trigger
Productroad
When this happens...
New Post
Choose an action
Zoho Invoice
Automatically do this!
Create Invoice
Create Contact
Create Item
Create Estimate
Create Contact Person
Record Payment
Find Invoice
Update Contact
Find contact
Update invoice
Create Invoice in Zoho-invoice when New Post in Productroad
Use this flowCreate Contact in Zoho Invoice when New Post in Productroad
Use this flowCreate Item in Zoho Invoice when New Post in Productroad
Use this flowCreate Estimate in Zoho Invoice when New Post in Productroad
Use this flowCreate Contact Person in Zoho-invoice when New Post in Productroad
Use this flowRecord Payment in Zoho Invoice when New Post in Productroad
Use this flowFind Invoice in Zoho-invoice when New Post in Productroad
Use this flowUpdate Contact in Zoho-invoice when New Post in Productroad
Use this flowFind contact in Zoho-invoice when New Post in Productroad
Use this flowUpdate invoice in Zoho Invoice when New Post in Productroad
Use this flowSupported Triggers & Actions
Everything you can automate between Productroad and Zoho Invoice.
When this happensTriggers
A trigger is an event that starts a workflow.
New Post
Trigger when new post created.
Do thisActions
Action is the task that follows automatically within your Productroad integrations.
Change Post Status
To change status of the post you need to know ID of that post
Create Post
You can create posts on your own behalf or on behalf of your users.
Create Post on Behalf of Customer
The request is identical to creating a post on your own behalf, but you need to add the email and full_name parameters, containing the email and username,
Create Invoice
Creates a New Invoice.
Create Contact
Add a new contact in Zoho Invoice with optional company, billing/shipping addresses, contact persons, payment terms, currency, and tax details.
Create Item
Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Productroad
Productroad is a comprehensive platform designed to streamline product management processes. It offers tools for roadmapping, feedback collection, and prioritization, enabling teams to efficiently plan and execute product strategies. With Productroad, product managers can align their teams, gather valuable insights from stakeholders, and ensure that product development is on track and aligned with business goals.
Learn moreSimilar apps
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Productroad and Zoho Invoice accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Productroad and Zoho Invoice as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho Invoice. No coding required.
Yes. You can set up a workflow where Productroad triggers actions in Zoho Invoice, and a separate workflow where Zoho Invoice triggers actions in Productroad. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Productroad and Zoho Invoice. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Productroad and Zoho Invoice integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
