Connect Zoho CRM and Zoho Invoice
Integrate Zoho CRM with Zoho Invoice to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Zoho CRM + Zoho Invoice flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho CRM
When this happens...
New Lead
New Contact
New Account
New Deals
New Task
New or Updated Lead
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 Lead in Zoho CRM
Use this flowCreate Contact in Zoho Invoice when New Lead in Zoho CRM
Use this flowCreate Item in Zoho Invoice when New Lead in Zoho CRM
Use this flowCreate Estimate in Zoho Invoice when New Lead in Zoho CRM
Use this flowCreate Contact Person in Zoho-invoice when New Lead in Zoho CRM
Use this flowRecord Payment in Zoho Invoice when New Lead in Zoho CRM
Use this flowFind Invoice in Zoho-invoice when New Lead in Zoho CRM
Use this flowUpdate Contact in Zoho-invoice when New Lead in Zoho CRM
Use this flowFind contact in Zoho-invoice when New Lead in Zoho CRM
Use this flowUpdate invoice in Zoho Invoice when New Lead in Zoho CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho CRM and Zoho Invoice.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Update New Lead trigger perform code with required fields param for Zoho CRM v8 pagination.
New Contact
Triggers when a new contact is created in Zoho CRM.
New Account
Adds transferoption code for the New Account polling trigger using Zoho CRM Accounts Get Records pagination.
New Deals
Update New Deals trigger transferoption to use Zoho CRM Get Records page_token pagination.
New Task
Update scheduled trigger transferoption to use Zoho CRM v8 Get Records requirements with fields and page_token pagination.
New or Updated Lead
Update sample data code for New or Updated Lead trigger.
Do thisActions
Action is the task that follows automatically within your Zoho CRM integrations.
Update a lead
Update an existing lead in Zoho CRM by Lead ID.
Create a Note
Create a note in the selected module
Create a lead
Updated Zoho CRM Create a lead action with dynamic dropdowns for Layout, Wizard, and Assignment Rule, plus reviewer-suggested custom field date/datetime handling and wizard connection path validation.
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Update note_id field visibility so the Note dropdown appears only after a lead is selected, while preserving existing perform logic and input field behavior.
Add Tags to Leads
Attach tags to existing leads by lead ID, email, or mobile number; optionally replace existing tags.
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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Streamline your invoicing process with viaSocket. Experience efficiency and accuracy in billing, ensuring timely payments and improved cash flow.
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About Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
Learn more
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 Zoho CRM 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 Zoho CRM 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 Zoho CRM triggers actions in Zoho Invoice, and a separate workflow where Zoho Invoice triggers actions in Zoho CRM. 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 Zoho CRM and Zoho Invoice. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho CRM 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.
