Zoho Invoice Integration

Online invoicing for small businesses and freelancers. Keep Zoho Invoice financial workflows accurate without repetitive manual updates. Start from Watch New Retainer Invoices and send the resulting data through Get a Client Review or Get a Contact.

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Supported triggers and actions for Zoho Invoice integration

Triggers can detect changes in Zoho Invoice and run actions that can create, search or modify data inside Zoho Invoice automatically [3] — exactly how you set them.

Watch New Retainer InvoicesTriggers when a new retainer invoice is created.
Watch New Time EntriesTriggers when a time entry is logged. Entries back-dated by more than a day (a work date earlier than the day before the last run) are not picked up.
Get a Client ReviewReturns a single client review.
Get a ContactReturns a single contact.
Get a Contact PersonReturns a single contact person.
Get a Customer PaymentReturns a single customer payment.
Get Addresses of a ContactReturns the addresses of a contact.
Get an Attachment of an InvoiceReturns a single attachment of an invoice.
Get an Attachment of a Retainer InvoiceReturns a single attachment of a retainer invoice.
Get an EstimateReturns a single estimate.
Get an InvoiceReturns a single invoice.
Get an ItemReturns a single item.
Get an OrganizationReturns a single organization.
Get a Price ListReturns a single price list.
Get a Recurring InvoiceReturns a single recurring invoice.
Get a Refund of a Customer PaymentReturns a single refund of a customer payment.
Get a Retainer InvoiceReturns a single retainer invoice.
Get Email Content of an EstimateReturns the email content of an estimate.
Get Email Content of an InvoiceReturns the email content of an invoice.
Get Email Content of a Retainer InvoiceReturns the email content of a retainer invoice.
Get Estimates as a PDFReturns a PDF of the selected estimates.
Get Estimates as a Printable PDFReturns a printable PDF of the selected estimates.
Get Invoices as a PDFReturns a PDF of the selected invoices.
Get Invoices as a Printable PDFReturns a printable PDF of the selected invoices.
Get Mail Content of a Contact Billing StatementReturns the mail content of a contact billing statement.
Get Mail Content of a Payment ReminderReturns the mail content of a payment reminder.
List Active ItemsRetrieves a list of active items.
List Client Reviews of a ContactRetrieves a list of client reviews of a contact.
List Comments of an EstimateRetrieves a list of comments of an estimate.
List Comments of an InvoiceRetrieves a list of comments of an invoice.
List Comments of a Recurring InvoiceRetrieves a list of comments of a recurring invoice.
List Comments of a Retainer InvoiceRetrieves a list of comments of a retainer invoice.
List Contact PersonsRetrieves a list of contact persons.
List ContactsRetrieves a list of contacts.
List Credits Applied to an InvoiceRetrieves a list of credits applied to an invoice.
List Customer PaymentsRetrieves a list of customer payments.
List Estimate PDF TemplatesRetrieves a list of estimate PDF templates.
List EstimatesRetrieves a list of estimates.
List Invoice PDF TemplatesRetrieves a list of invoice PDF templates.
List InvoicesRetrieves a list of invoices.
List Item DetailsRetrieves a list of item details.
List OrganizationsRetrieves a list of organizations.
List Payments of an InvoiceRetrieves a list of payments of an invoice.
List Price ListsRetrieves a list of price lists.
List Recent Activities of a ContactRetrieves a list of recent activities of a contact.
List Recurring InvoicesRetrieves a list of recurring invoices.
List Refunds of a ContactRetrieves a list of refunds of a contact.
List Refunds of a Customer PaymentRetrieves a list of refunds of a customer payment.
List Retainer Invoice PDF TemplatesRetrieves a list of retainer invoice PDF templates.
List Retainer InvoicesRetrieves a list of retainer invoices.
Add a Comment to an EstimateAdds a comment to an estimate.
Add a Comment to an InvoiceAdds a comment to an invoice.
Add a Comment to a Retainer InvoiceAdds a comment to a retainer invoice.
Add an Attachment to an InvoiceAdds an attachment to an invoice.
Add an Attachment to a Retainer InvoiceAdds an attachment to a retainer invoice.
Add to a Client ReviewAdds to a client review.
Cancel an Invoice Write OffCancels a write-off on an invoice.
Create a ContactCreates a contact.
Create a Contact PersonCreates a contact person.
Create a Customer PaymentCreates a customer payment.
Create an Additional Address for a ContactCreates an additional address for a contact.
Create an EstimateCreates an estimate.
Create an InvoiceCreates an invoice.
Create an ItemCreates an item.
Create an OrganizationCreates an organization.
Create a Price ListCreates a price list.
Create a Recurring InvoiceCreates a recurring invoice.
Create a Retainer InvoiceCreates a retainer invoice.
Create Excess Amount of a Customer PaymentRefunds excess amount of a customer payment.
Delete a Comment of an EstimateDeletes a comment of an estimate.
Delete a Comment of an InvoiceDeletes a comment of an invoice.
Delete a Comment of a Retainer InvoiceDeletes a comment of a retainer invoice.
Delete a ContactDeletes a contact.
Delete a Contact PersonDeletes a contact person.
Delete a Customer PaymentDeletes a customer payment.
Delete an Additional Address of a ContactDeletes an additional address of a contact.
Delete an Applied Credit from an InvoiceDeletes an applied credit from an invoice.
Delete an Attachment from an InvoiceDeletes an attachment from an invoice.
Delete an Attachment from a Retainer InvoiceDeletes an attachment from a retainer invoice.
Delete an EstimateDeletes an estimate.
Delete an Expense Receipt from an InvoiceDeletes an expense receipt from an invoice.
Delete an InvoiceDeletes an invoice.
Delete an ItemDeletes an item.
Delete a Payment from an InvoiceDeletes a payment from an invoice.
Delete a Price ListDeletes a price list.
Delete a Recurring InvoiceDeletes a recurring invoice.
Delete a Refund of a Customer PaymentDeletes a refund of a customer payment.
Delete a Retainer InvoiceDeletes a retainer invoice.
Make an API CallPerforms an arbitrary authorized API call.
Send an Email to a ContactEmails a contact.
Send an EstimateEmails an estimate.
Send an InvoiceEmails an invoice.
Send an Invoice Payment ReminderSends a payment reminder for an invoice.
Send a Retainer InvoiceEmails a retainer invoice.
Send a Statement to a ContactEmails a statement to a contact.
Send Multiple EstimatesEmails multiple estimates.
Send Multiple InvoicesEmails multiple invoices.
Send Payment Reminders for InvoicesSends payment reminders for several invoices.
Set Email Attachment Setting for an InvoiceSets email attachment setting for an invoice.
Update a Comment of an EstimateUpdates a comment of an estimate.
Update a Comment of an InvoiceUpdates a comment of an invoice.
Update a Comment of a Retainer InvoiceUpdates a comment of a retainer invoice.
Update a ContactUpdates a contact.
Update a Contact as ActiveMarks a contact as active.
Update a Contact as InactiveMarks a contact as inactive.
Update a Contact PersonUpdates a contact person.
Update a Contact Person as PrimaryMarks a contact person as primary.
Update a Contact to Disable Payment RemindersDisables payment reminders for a contact.
Update a Contact to Enable Payment RemindersEnables payment reminders for a contact.
Update a Customer PaymentUpdates a customer payment.
Update an Additional Address of a ContactUpdates an additional address of a contact.
Update an EstimateUpdates an estimate.
Update an Estimate as AcceptedMarks an estimate as accepted.
Update an Estimate as DeclinedMarks an estimate as declined.
Update an Estimate as SentMarks an estimate as sent.
Update an InvoiceUpdates an invoice.
Update an Invoice as SentMarks an invoice as sent.
Update an Invoice as VoidMarks an invoice as void.
Update an Invoice Payment Reminder OffDisables payment reminder for an invoice.
Update an Invoice Payment Reminder onEnables payment reminder for an invoice.
Update an Invoice with Several CreditsApplies multiple credits to an invoice.
Update an Invoice Write OffWrites off the balance of an invoice.
Update an ItemUpdates an item.
Update an Item as ActiveMarks an item as active.
Update an Item as InactiveMarks an item as inactive.
Update an OrganizationUpdates an organization.
Update a Price ListUpdates a price list.
Update a Recurring InvoiceUpdates a recurring invoice.
Update a Recurring Invoice to ResumedResumes a recurring invoice.
Update a Recurring Invoice to StoppedStops a recurring invoice.
Update a Refund of a Customer PaymentUpdates a refund of a customer payment.
Update a Retainer InvoiceUpdates a retainer invoice.
Update a Retainer Invoice as SentMarks a retainer invoice as sent.
Update a Retainer Invoice as VoidMarks a retainer invoice as void.
Update a Voided Invoice as DraftMarks a voided invoice as draft.
Update a Voided Retainer Invoice as DraftMarks a voided retainer invoice as draft.
Update Billing Address of an EstimateUpdates billing address of an estimate.
Update Billing Address of an InvoiceUpdates billing address of an invoice.
Update Billing Address of a Retainer InvoiceUpdates billing address of a retainer invoice.
Update Custom Fields in a Customer PaymentUpdates custom fields in a customer payment.
Update Custom Fields in an EstimateUpdates custom fields in an estimate.
Update Custom Fields in an InvoiceUpdates custom fields in an invoice.
Update Custom Fields in ItemsUpdates custom fields in items.
Update PDF Template of an EstimateUpdates the PDF template of an estimate.
Update PDF Template of an InvoiceUpdates the PDF template of an invoice.
Update PDF Template of a Recurring InvoiceUpdates the PDF template of a recurring invoice.
Update PDF Template of a Retainer InvoiceUpdates the PDF template of a retainer invoice.
Update Portal Access for a ContactEnables portal access for a contact.
Update Shipping Address of an EstimateUpdates shipping address of an estimate.
Update Shipping Address of an InvoiceUpdates shipping address of an invoice.

How to integrate Zoho Invoice in automation workflow?

3 simple steps to make your Zoho Invoice connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Zoho Invoice in workflow

Pick Zoho Invoice app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Zoho Invoice

When prompted, authorize access to Zoho Invoice in WEXTL once. Zoho Invoice credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Zoho Invoice account. Approve?

STEP 3

Build a workflow

Build your workflow with Zoho Invoice yourself or with WEXTL® AI Builder. Connect Zoho Invoice to any available integrations [5], or use HTTP node to go beyond them.

Zoho Invoice

How Zoho Invoice connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Zoho Invoice app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Zoho Invoice supports.

Full Zoho Invoice API documentation

The following table illustrates what fields Zoho Invoice integration require during authorization flow inside our workflow builder [4].

Demonstration of Zoho Invoice connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Data CenterRequired	select	The Zoho region of this Invoice organization. It matches the site you open, for example invoice.zoho.eu for Europe.
Client IDRequired	text	Create a Server-based Application in the Zoho API Console and add the redirect URL shown on this screen. Use api-console.zoho.com.cn for China.
Client SecretRequired	password	If multi-DC is on, use the secret for the data center above. Zoho keeps at most 20 refresh tokens per user for one client.
Organization IDRequired	text	The organization id from Zoho Invoice: open the organization menu and choose Manage Organizations. List Organizations can also show it after you connect.

Connect Zoho Invoice to popular apps on WEXTL

Enter a name of the other app you want to sync with Zoho Invoice below. Click on selected app to explore integration options with Zoho Invoice. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Zoho Invoice integration

Select Watch New Retainer Invoices trigger from Zoho Invoice - this will be a starting point in your automation. Whenever event happens in Zoho Invoice, workflow will start [7] from Watch New Retainer Invoices node.

Search for Add a Comment to an Invoice, connect it as the next step of integration sequence. You can use filters between Watch New Retainer Invoices and Add a Comment to an Invoice, so only important data pass from Watch New Retainer Invoices to the next step. WEXTL gives you full control over the process of Zoho Invoice automation. All parts of workflow are visible on the canvas [4].

Zoho Invoice on WEXTL has 150 modules for building finance automations. Explore Zoho Invoice documentation for more.

Zoho Invoice

Watch New Retainer Invoices

Corpay

Performs action

Corpay

Triggers

Zoho Invoice

Add a Comment to an Invoice

Demonstration of how visual Zoho Invoice automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Zoho Invoice in your workflows.

Zoho Invoice has 2 triggers, including "Watch New Retainer Invoices" and "Watch New Time Entries". Triggers are start points of the workflow, and automations may start from them.

Integration has 148 actions, including "Get a Client Review", "Get a Contact", and "Get a Contact Person", and more. Refer to our Zoho Invoice Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Zoho Invoice integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Zoho Invoice official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Zoho Invoice provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Zoho Invoice or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Zoho Invoice inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Zoho Invoice modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Zoho Invoice integration.

Zoho Invoice integration source code, module specs and credentials implementation.
Internal Zoho Invoice integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Zoho Invoice vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® Zoho Invoice App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Zoho Invoice Integration

Supported triggers and actions for Zoho Invoice integration