Requirements
Connecting Zoho Invoice takes an active account plus OAuth client credentials, granted by signing in with your account — no other setup is required.[3]https://www.zoho.com/invoice/
Get your Zoho Invoice credentials
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- Data CenterselectRequired
The Zoho region of this Invoice organization. It matches the site you open, for example invoice.zoho.eu for Europe.
[1] - Client IDtextRequired
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.
[1] - Client SecretpasswordRequired
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.
[1] - Organization IDtextRequired
The organization id from Zoho Invoice: open the organization menu and choose Manage Organizations. List Organizations can also show it after you connect.
[1]
Connect Zoho Invoice in WEXTL
- Log in to your WEXTL account, add the Zoho Invoice node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Zoho Invoice account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Zoho Invoice node modules
The list below is a reference of every Zoho Invoice node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Expand any Zoho Invoice node module below to see exactly what it takes in, what it returns, and what connection it needs.
| Field | Type |
|---|---|
Retainerinvoice ID | text |
Customer Name | text |
Retainerinvoice Number | text |
Customer ID | text |
Status | text |
Reference Number | text |
Project Or Estimate Name | text |
Date | text |
| Field | Type |
|---|---|
Time Entry ID | text |
Project ID | text |
Project Name | text |
Customer ID | text |
Customer Name | text |
Task ID | text |
Task Name | text |
User ID | text |
| Field | Type |
|---|---|
Organization ID | text |
Name | text |
Is Default Org | boolean |
Account Created Date | text |
Time Zone | text |
Language Code | text |
Date Format | text |
Field Separator | text |
| Field | Type |
|---|---|
Estimate IDsRequired | choice |
| Field | Type |
|---|---|
Estimate IDsRequired | choice |
| Field | Type |
|---|---|
Invoice IDsRequired | choice |
| Field | Type |
|---|---|
Invoice IDsRequired | choice |
| Field | Type |
|---|---|
Contact Name | text |
Company Name | text |
First Name | text |
Last Name | text |
Address | text |
Email | text |
Phone | text |
Filter By | text |
| Field | Type |
|---|---|
Contact ID | text |
Contact Name | text |
Company Name | text |
Contact Type | text |
Status | text |
Payment Terms | number |
Payment Terms Label | text |
Currency ID | text |
| Field | Type |
|---|---|
Invoice Number | text |
Item Name | text |
Item ID | choice |
Item Description | text |
Reference Number | text |
Customer Name | text |
Recurring Invoice ID | choice |
Email | text |
| Field | Type |
|---|---|
Invoice ID | text |
Ach Payment Initiated | boolean |
Customer Name | text |
Customer ID | text |
Status | text |
Invoice Number | text |
Reference Number | text |
Date | text |
| Field | Type |
|---|---|
Contact NameRequired | text |
Company Name | text |
Payment Terms | number |
Currency ID | choice |
Website | text |
Custom Fields | array |
Billing Address | object |
Attention | text |
Address | text |
Street2 | text |
State Code | text |
City | text |
State | text |
Zip | text |
Country | text |
Fax | text |
Phone | text |
Shipping Address | object |
Attention | text |
Address | text |
Street2 | text |
State Code | text |
City | text |
State | text |
Zip | text |
Country | text |
Fax | text |
Phone | text |
| Field | Type |
|---|---|
Contact ID | text |
Contact Name | text |
Company Name | text |
Has Transaction | boolean |
Contact Type | text |
Is Taxable | boolean |
Tax ID | text |
Tds Tax ID | text |
| Field | Type |
|---|---|
Customer IDRequired | choice |
Payment ModeRequired | text |
AmountRequired | number |
DateRequired | date |
InvoicesRequired | array |
Reference Number | text |
Description | text |
Exchange Rate | number |
| Field | Type |
|---|---|
Payment ID | text |
Payment Mode | text |
Amount | number |
Amount Refunded | number |
Bank Charges | number |
Date | text |
Status | text |
Reference Number | text |
| Field | Type |
|---|---|
Customer IDRequired | choice |
Line ItemsRequired | array |
Send | choice |
Ignore Auto Number Generation | choice |
Contact Persons | array |
Template ID | choice |
Place Of Supply | text |
Gst Treatment | choice |
| Field | Type |
|---|---|
Estimate ID | text |
Estimate Number | text |
Date | text |
Reference Number | text |
Is Pre Gst | boolean |
Place Of Supply | text |
Gst No | text |
Shipping Gst No | text |
| Field | Type |
|---|---|
Customer IDRequired | choice |
DateRequired | date |
Line ItemsRequired | array |
Send | choice |
Ignore Auto Number Generation | choice |
Contact Persons | array |
Invoice Number | text |
Reference Number | text |
| Field | Type |
|---|---|
Invoice ID | text |
Ach Payment Initiated | boolean |
Invoice Number | text |
Is Pre Gst | boolean |
Place Of Supply | text |
Gst No | text |
Shipping Gst No | text |
Shipping Trader Name | text |
| Field | Type |
|---|---|
NameRequired | text |
Currency CodeRequired | text |
Time ZoneRequired | text |
Portal NameRequired | text |
Fiscal Year Start Month | choice |
Date Format | text |
Field Separator | text |
Language Code | text |
| Field | Type |
|---|---|
Organization ID | text |
Name | text |
Is Logo Uploaded | text |
Is Default Org | boolean |
User Role | text |
Account Created Date | text |
Time Zone | text |
Language Code | text |
| Field | Type |
|---|---|
NameRequired | text |
Pricebook TypeRequired | choice |
Is IncreaseRequired | choice |
Rounding TypeRequired | choice |
Pricebook Items | array |
Currency ID | choice |
| Field | Type |
|---|---|
Pricebook ID | text |
Name | text |
Description | text |
Currency ID | text |
Currency Code | text |
Pricebook Items | array |
Status | text |
Is Default | boolean |
| Field | Type |
|---|---|
Recurrence NameRequired | text |
Customer IDRequired | choice |
Recurrence FrequencyRequired | choice |
Reference Number | text |
Contact Persons | array |
Start Date | date |
End Date | date |
Place Of Supply | text |
| Field | Type |
|---|---|
Recurring Invoice ID | text |
Recurrence Name | text |
Reference Number | text |
Is Pre Gst | text |
Gst No | text |
Shipping Gst No | text |
Shipping Trader Name | text |
Shipping Legal Name | text |
| Field | Type |
|---|---|
Customer IDRequired | choice |
Line ItemsRequired | array |
Ignore Auto Number Generation | choice |
Reference Number | text |
Date | date |
Contact Persons | array |
Custom Fields | array |
Notes | text |
| Field | Type |
|---|---|
Retainerinvoice ID | text |
Retainerinvoice Number | text |
Date | text |
Status | text |
Is Pre Gst | text |
Place Of Supply | text |
Project ID | text |
Project Name | text |
| Field | Type |
|---|---|
Contact IDRequired | choice |
Contact NameRequired | text |
Company Name | text |
Payment Terms | number |
Currency ID | choice |
Website | text |
Custom Fields | array |
Billing Address | object |
Attention | text |
Address | text |
Street2 | text |
State Code | text |
City | text |
State | text |
Zip | text |
Country | text |
Fax | text |
Phone | text |
| Field | Type |
|---|---|
Contact ID | text |
Contact Name | text |
Company Name | text |
Has Transaction | boolean |
Contact Type | text |
Is Taxable | boolean |
Tax ID | text |
Tds Tax ID | text |
| Field | Type |
|---|---|
Payment IDRequired | choice |
Customer IDRequired | choice |
Payment ModeRequired | text |
AmountRequired | number |
DateRequired | date |
InvoicesRequired | array |
Reference Number | text |
Description | text |
| Field | Type |
|---|---|
Payment ID | text |
Payment Mode | text |
Amount | number |
Amount Refunded | number |
Bank Charges | number |
Date | text |
Status | text |
Reference Number | text |
| Field | Type |
|---|---|
Estimate IDRequired | choice |
Customer IDRequired | choice |
Custom FieldsRequired | array |
Ignore Auto Number Generation | choice |
Contact Persons | array |
Template ID | choice |
Place Of Supply | text |
Gst Treatment | choice |
| Field | Type |
|---|---|
Estimate ID | text |
Estimate Number | text |
Date | text |
Reference Number | text |
Is Pre Gst | boolean |
Place Of Supply | text |
Gst No | text |
Shipping Gst No | text |
| Field | Type |
|---|---|
Invoice IDRequired | choice |
Customer IDRequired | choice |
Line ItemsRequired | array |
Ignore Auto Number Generation | choice |
Contact Persons | array |
Invoice Number | text |
Reference Number | text |
Place Of Supply | text |
| Field | Type |
|---|---|
Invoice ID | text |
Ach Payment Initiated | boolean |
Invoice Number | text |
Date | text |
Status | text |
Is Pre Gst | boolean |
Place Of Supply | text |
Gst No | text |
| Field | Type |
|---|---|
Name | text |
Fiscal Year Start Month | choice |
Is Logo Uploaded | choice |
Time Zone | text |
Date Format | text |
Field Separator | text |
Language Code | text |
Org Address | text |
| Field | Type |
|---|---|
Organization ID | text |
Name | text |
Is Default Org | boolean |
Account Created Date | text |
Time Zone | text |
Language Code | text |
Date Format | text |
Field Separator | text |
| Field | Type |
|---|---|
Pricebook IDRequired | choice |
NameRequired | text |
Pricebook TypeRequired | choice |
Is IncreaseRequired | choice |
Rounding TypeRequired | choice |
Currency ID | choice |
Pricebook Items | array |
| Field | Type |
|---|---|
Pricebook ID | text |
Name | text |
Description | text |
Currency ID | text |
Currency Code | text |
Pricebook Items | array |
Status | text |
Is Default | boolean |
| Field | Type |
|---|---|
Recurring Invoice IDRequired | choice |
Recurrence NameRequired | text |
Customer IDRequired | choice |
Recurrence FrequencyRequired | choice |
Reference Number | text |
Contact Persons | array |
Start Date | date |
End Date | date |
| Field | Type |
|---|---|
Recurring Invoice ID | text |
Recurrence Name | text |
Reference Number | text |
Is Pre Gst | text |
Gst No | text |
Shipping Gst No | text |
Shipping Trader Name | text |
Shipping Legal Name | text |
| Field | Type |
|---|---|
Retainerinvoice IDRequired | choice |
Customer IDRequired | choice |
Line ItemsRequired | array |
Reference Number | text |
Date | date |
Contact Persons | array |
Custom Fields | array |
Notes | text |
| Field | Type |
|---|---|
Retainerinvoice ID | text |
Retainerinvoice Number | text |
Date | text |
Status | text |
Is Pre Gst | text |
Place Of Supply | text |
Project ID | text |
Project Name | text |
Templates
Look for Zoho Invoice templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Candis[2]Accounts-payable automation for invoices, approvals, and ERP exports.
- BillAccounts-payable and receivable — manage bills, invoices, vendors, and payments.
- BlingBrazilian ERP and ecommerce back-office platform for invoices, inventory, orders, and contacts.
- bexioBusiness software for small businesses and startups.
- ChargebeeSubscription billing for customers, plans, invoices, and payments.
References
- WEXTL® Zoho Invoice Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Zoho Invoice.
- WEXTL® visual workflow builder data.
Last updated: Oct 4, 2026 23:08