Zoho Invoice

Description

The Zoho Invoice entity represents billing documents generated for clients, capturing details like customer name, items/services billed, due dates, and payment terms. It is used to manage financial transactions and automate invoicing workflows in Zoho.

The Zoho Invoice activity allows your workflow to connect to Zoho CRM or Zoho Invoice module and perform operations such as retrieving invoices, creating or updating invoice records, or deleting invoices. It supports both individual and bulk operations, making it flexible for financial data automation.

Use this activity to:

• Get – Fetch a single invoice by ID
• Get All – Fetch a list of all invoices
• Create – Add a new invoice
• Create Many – Add multiple invoices using mapped fields
• Update – Modify an existing invoice
• Delete – Remove an invoice by ID

Use case: Once a deal is closed, workflows can automatically generate an invoice using the Zoho Invoice activity. Fields like tax and due date can be populated using Fill Columns activity, and the final PDF can be sent to clients using SendEmailAttachment. You can monitor overdue invoices using Extract Date Component or Flag Holidays

Input

• Data – Required only for Create, Create Many, and Update operations.

Output

Output Type	Format	Description
Data	JSON	Returned invoice record(s)

Configuration Fields

Field Name	Description
Connection	Select an existing Zoho connection. Required to authenticate API calls.
Operation	One of: Get Get All Create Create Many Update Delete
Id	Required for Get, Update, and Delete. Refers to the Zoho Invoice ID.
Fields	Used in Create and Update. Enter invoice fields such as Customer Name, Invoice Date, Line Items, etc.
Fields Mapping	Used in Create Many. Maps fields from previous workflow data to Zoho Invoice fields.

Sample Input

Operation	Required Fields	Example Input
Get	Id	Id INV1234567890
Get All	None	(No input required)
Create	Invoice fields	Customer Name ABC Corp Invoice Date 2024-06-01 Total 1500.00
Update	Id, Fields	Id INV1234567890 Status Paid
Delete	Id	Id INV1234567890
Create Many	Field Mapping	Customer Name [Client] Total [Amount] Invoice Date [Date]

Input fields for Create Many operation are mapped from data output by the previous activity in the workflow.

Sample Configuration

Field	Value
connection.id	zoho-prod-001
connection.name	Zoho Billing
operation	CreateMany
fieldsMapping	Customer Name → Client Total → Amount Invoice Date → Date

Sample Output

Id	Customer Name	Total	Status	Created Time	Modified Time
INV12345	ABC Corp	1500.00	Sent	2024-06-01T12:00:00Z	2024-06-15T13:45:00Z
INV12346	XYZ Ltd	2400.00	Draft	2024-06-02T11:30:00Z	2024-06-16T14:20:00Z

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