Connect Zoho Invoice and webCRM
Integrate Zoho Invoice with webCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Zoho-invoice when New Activity Is Created in webCRM
Create Contact in Zoho Invoice when New Activity Is Created in webCRM
Create Item in Zoho Invoice when New Activity Is Created in webCRM
Create Estimate in Zoho Invoice when New Activity Is Created in webCRM
Create Contact Person in Zoho-invoice when New Activity Is Created in webCRM
Popular Zoho Invoice + webCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho Invoice
When this happens...
- Request a new Trigger for Zoho Invoice
Choose an action
webCRM
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Create Invoice in Zoho-invoice when New Activity Is Created in webCRM
Use this flowCreate Contact in Zoho Invoice when New Activity Is Created in webCRM
Use this flowCreate Item in Zoho Invoice when New Activity Is Created in webCRM
Use this flowCreate Estimate in Zoho Invoice when New Activity Is Created in webCRM
Use this flowCreate Contact Person in Zoho-invoice when New Activity Is Created in webCRM
Use this flowFind Contact in Zoho Invoice when New Activity Is Created in webCRM
Use this flowRecord Payment in Zoho Invoice when New Activity Is Created in webCRM
Use this flowFind Invoice in Zoho-invoice when New Activity Is Created in webCRM
Use this flowUpdate Contact in Zoho-invoice when New Activity Is Created in webCRM
Use this flowFind contact in Zoho-invoice when New Activity Is Created in webCRM
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Invoice and webCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person Created
Runs when a new person is created
Do thisActions
Action is the task that follows automatically within your Zoho Invoice integrations.
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.
Create Estimate
Creates a new estimate.
Create Contact Person
Create a new contact person.
Find Contact
Get a specific contact by contact id.
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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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.
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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 Invoice and webCRM 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 webCRM 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 webCRM. No coding required.
Yes. You can set up a workflow where Zoho Invoice triggers actions in webCRM, and a separate workflow where webCRM 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 webCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Invoice and webCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
