Zoho Invoice

Use Zoho Invoice through a saved Integration hub connection. The catalog includes 7 actions, listed below.

What you can do

Use Zoho Invoice through a saved Integration hub connection. The catalog includes 7 actions, listed below.

Finance and payments

Authentication: OAuth 2.0 (authorize the provider or enter the details requested by the connection form)

Actions

Action	Description
Create invoice create_invoice	Creates a new invoice for a given customer.
Get customer get_customer	Fetches detailed information for a specific customer contact.
Get invoice get_invoice	Retrieves detailed information about a specific invoice.
List customers list_customers	Retrieves a list of customer contacts from Zoho Invoice.
List invoices list_invoices	Lists invoices with optional filters by status and pagination.
List items list_items	Retrieves a list of items/products from Zoho Invoice.
Record payment record_payment	Records a payment against an existing invoice in Zoho Invoice.

How to connect

Open Integration hub, choose Zoho Invoice, and create a named connection. If the connection opens the provider’s consent page, sign in and authorize access. If it opens a connection form, fill the requested OAuth details and save. The provider configuration determines which route is used.

For the shared connection process, follow Connect an app.

Use it in a workflow

Add an Integration step. Choose the app, saved connection and action, then map the action inputs from your record or workflow data.

The action list comes from the integration catalog. The connection form supplies the provider-specific input fields.