Connect Invoice Ninja to Zoho CRM and automate any workflow
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Zapier makes it easy to integrate Invoice Ninja with Zoho CRM - no code necessary. See how you can get setup in minutes.
Select a trigger from Invoice Ninja
Setup an action from Zoho CRM
That’s it! You just connected Invoice Ninja to Zoho CRM
Connect Invoice Ninja and Zoho CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Connect Invoice Ninja and Zoho CRM to unlock the power of automation
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client
Triggers when a new client is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new project is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Sent Invoice
Triggers when an invoice is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Client
Triggers when a client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Payment
Triggers when a payment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Name
- Group
- First Name
- Last Name
- Email
- Phone
- Language Code
- Currency Code
- Id Number
- VAT Number
- Phone
- Street Address
- Apt/Suite
- City
- State/Province
- Postal Code
- Country Code
- Shipping Street Address
- Shipping Apt/Suite
- Shipping City
- Shipping State/Province
- Shipping Postal Code
- Shipping Country Code
- Private Notes
- Public Notes
- Website
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Design
- Send Email
- Email Template
- Auto-Bill Credit
- Download PDF
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product
- Description
- Price
- Quantity
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Design
- Send Email
- Email Template
- Download PDF
- Mark Sent
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Project
- Description
- Rate
- Start Date/Time
- End Date/Time
- Duration (Hours)
- Duration (Minutes)
- Duration (Seconds)
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search FieldRequired
- Search ValueRequired
- Download PDF
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Download PDF
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Download PDF
- ClientRequired
- Design
- Send Email
- Email Template
- Auto-Bill Credit
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search FieldRequired
- Search ValueRequired
- Product
- Description
- Price
- Quantity
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search FieldRequired
- Search ValueRequired
- Download PDF
- ClientRequired
- Design
- Send Email
- Email Template
- Mark Sent
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - ModuleRequired
- Entry IDRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ModuleRequired
- LayoutRequired
- Trigger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ModuleRequired
- Entry IDRequired
- Related_ModuleRequired
- Related Entry IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- LayoutRequired
- Trigger Workflow?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Credit
Triggers when a new credit is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Payment
Triggers when a new payment is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Quote
Triggers when a new quote is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Sent Quote
Triggers when a quote is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - ClientRequired
- Design
- Send Email
- Email Template
- Auto-Bill Credit
- Download PDF
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Date
- Invoice IDRequired
- Amount
- Payment Type
- Transfer Reference
- Private Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Client Name
- Task Rate
- Private Notes
- Public Notes
- Task Rate
- Budgeted Hours
- Due Date
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Design
- FrequencyRequired
- Due Date
- Start Date
- Remaining Cycles
- Mark Ready
- Auto-Bill Credit
- Discount
- PO Number
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search FieldRequired
- Search ValueRequired
- Include Deleted
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Download PDF
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Include Deleted
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Search ValueRequired
- Include Deleted
- Client Name
- Group
- First Name
- Last Name
- Email
- Phone
- Language Code
- Currency Code
- Id Number
- VAT Number
- Street Address
- Apt/Suite
- City
- State/Province
- Postal Code
- Country Code
- Shipping Street Address
- Shipping Apt/Suite
- Shipping City
- Shipping State/Province
- Shipping Postal Code
- Shipping Country Code
- Private Notes
- Public Notes
- Website
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search FieldRequired
- Search ValueRequired
- Download PDF
- ClientRequired
- Design
- Send Email
- Email Template
- Auto-Bill Credit
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search FieldRequired
- Search ValueRequired
- Include Deleted
- ClientRequired
- Client Name
- Task Rate
- Private Notes
- Public Notes
- Budgeted Hours
- Due Date
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New User
Triggers when a new active user is added to your Zoho CRM account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ModuleRequired
- Field nameRequired
- ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- LayoutRequired
- Trigger Workflow?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found