Connect Zoho Invoice and Upwave to Build Intelligent Automations

Choose a Trigger

Zoho Invoice

When this happens...

Choose an Action

Upwave

Automatically do this!

Enable Integrations or automations with these events of Zoho Invoice and Upwave

Enable Integrations or automations with these events of Zoho Invoice and Upwave

Actions

Create Invoice

Create Invoice

Creates a New Invoice.

Create Contact

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

Create Item

Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.

Create Estimate

Create Estimate

Creates a new estimate.

Create Contact Person

Create Contact Person

Create a new contact person.

Find Contact

Find Contact

Get a specific contact by contact id.

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Frequently Asked Questions

How do I start an integration between Zoho Invoice and Upwave?

To start, connect both your Zoho Invoice and Upwave accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Invoice triggers actions in Upwave (or vice versa).

Can we customize how data from Zoho Invoice is recorded in Upwave?

Absolutely. You can customize how Zoho Invoice data is recorded in Upwave. This includes choosing which data fields go into which fields of Upwave, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Invoice and Upwave?

The data sync between Zoho Invoice and Upwave typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Invoice to Upwave?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Invoice and Upwave?

Yes, you can set conditional logic to control the flow of data between Zoho Invoice and Upwave. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Zoho Invoice

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

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Upwave

About Upwave

Upwave is a versatile project management and collaboration tool designed to help teams streamline their workflows, track progress, and achieve their goals efficiently. With features like task management, visual boards, and real-time collaboration, Upwave empowers teams to stay organized and productive.

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