Integrate Zoho Invoice with Teamwork to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Zoho Invoice
When this happens...
Teamwork
Automatically do this!
Create Company
Create Project
Create User
Create Task
Create Task List
Create Link Category
Create Message Category
Create Calendar Event Type
Create File Category
Create Message Reply
Create Task Comment
Create Project Documentation
Add User to Project
Create Notebook Category
Create Project Category
Log Time to Task
Create File Comment
Create Link Comment
Create Message
Create Notebook Comment
Mark Task Complete
Create Milestone Comment
Create Calendar Event
Create Expense
Create Invoice
List All Projects
Find Forms
List All Time Entries
Find People
Find Workflows
Find Tasks
Find Companies
Find Tasklists
Find Files
Find Links
Find Messages
Find Milestones
Find Project Documentation
Find Calendar Event
Create Link
Create Invoice in Zoho-invoice when New Task in Teamwork
Use this flowCreate Contact in Zoho Invoice when New Task in Teamwork
Use this flowCreate Item in Zoho Invoice when New Task in Teamwork
Use this flowCreate Estimate in Zoho Invoice when New Task in Teamwork
Use this flowCreate Contact Person in Zoho-invoice when New Task in Teamwork
Use this flowRecord Payment in Zoho Invoice when New Task in Teamwork
Use this flowFind Invoice in Zoho-invoice when New Task in Teamwork
Use this flowUpdate Contact in Zoho-invoice when New Task in Teamwork
Use this flowFind contact in Zoho-invoice when New Task in Teamwork
Use this flowUpdate invoice in Zoho Invoice when New Task in Teamwork
Use this flowEverything you can automate between Zoho Invoice and Teamwork.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when you add a new task.
Triggered when you add a new comment.
Triggered when you add a new company.
Triggered when you add a new expense.
Triggered when you add a new file.
Triggered when you add a new invoice.
Action is the task that follows automatically within your Zoho Invoice integrations.
Creates a New Invoice.
Add a new contact in Zoho Invoice with optional company, billing/shipping addresses, contact persons, payment terms, currency, and tax details.
Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.
Creates a new estimate.
Create a new contact person.
Record a payment

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

Streamline your invoicing process with viaSocket. Experience efficiency and accuracy in billing, ensuring timely payments and improved cash flow.

Connect Teamwork.com with Slack, Google Sheets, and email using viaSocket to trigger real-time notifications, auto-create tasks from external requests, sync live reports, and automate client updates, deadlines, onboarding, and billing.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
No credit card required. Set up your first workflow in minutes.
Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing
Learn moreTeamwork is a comprehensive project management and team collaboration platform designed to help businesses streamline their workflows, manage tasks, and enhance productivity. It offers a suite of tools for project planning, time tracking, and communication, making it ideal for teams looking to improve efficiency and collaboration.
Learn moreSign up for a free viaSocket account, then authorize both your Zoho Invoice and Teamwork 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 Invoice and Teamwork 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 Teamwork. No coding required.
Yes. You can set up a workflow where Zoho Invoice triggers actions in Teamwork, and a separate workflow where Teamwork triggers actions in Zoho Invoice. 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 Invoice and Teamwork. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Invoice and Teamwork integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.