What do you want to automate with Zoho Invoice?
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Overview#
The Zoho Invoice API offers a suite of tools to automate the invoicing and billing processes. With this API, you can create and manage customers, invoices, and payments. On Pipedream, you can harness these capabilities to build workflows that trigger on specific events, such as new invoice creation, or scheduled tasks that could, for example, follow up on unpaid invoices. Due to its serverless architecture, Pipedream ensures each step of your workflow runs only when needed, saving resources and time.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_invoice: {
type: "app",
app: "zoho_invoice",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.zoho_invoice.$auth.api_domain}/invoice/v3/users/me`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_invoice.$auth.oauth_access_token}`,
"X-com-zoho-invoice-organizationid": `${this.zoho_invoice.$auth.organization_id}`,
},
})
},
})
Example Use Cases#
Automate Invoice Creation for New CRM Leads: When a new lead is added to a CRM like Salesforce, automatically create a customer and a draft invoice in Zoho Invoice, ensuring the billing process begins as soon as a sales opportunity is identified.
Slack Notifications for Overdue Invoices: Set up a workflow that checks for overdue invoices daily and sends a summary message to a designated Slack channel, keeping the team informed and ready to take action on outstanding payments.
Sync Invoices with Accounting Software: Automatically export new and updated invoices from Zoho Invoice to accounting software like QuickBooks. This ensures your financial records are always in sync, reducing manual data entry and the chance of errors.
Popular Zoho Invoice Integrations#
Popular Zoho Invoice Triggers#
Triggers when a new estimate is created. See the documentation
Triggers when a new invoice is created in Zoho Invoice. See the documentation
Popular Zoho Invoice Actions#
Creates a new estimate in Zoho Invoice. See the documentation
Creates a new invoice in Zoho Invoice. See the documentation
Troubleshooting#
Issues Connecting My Account: IP Allowlist
If your Zoho security policy includes an IP Allowlist, update it to connect your account:
- Add this IP Range:
44.223.89.56-44.223.89.63. - Include your current IP Address because the initial OAuth authorization request originates from your browser.
- Set up a Virtual Private Cloud (VPC) on Pipedream. Add the static IP address to Zoho's IP Allowlist. Note: VPCs are available with Pipedream's Business Plan or higher. See pricing for details.
After connecting your account, make sure to run the workflow within a VPC
Authentication#
Name Slug: zoho_invoiceZoho Invoice uses OAuth authentication. When you connect your Zoho Invoice account, Pipedream will open a popup window where you can sign into Zoho Invoice and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho Invoice API.
Pipedream requests the following authorization scopes when you connect your account:
ZohoInvoice.settings.READZohoInvoice.invoices.CREATEZohoInvoice.invoices.READZohoInvoice.estimates.CREATEZohoInvoice.estimates.READZohoInvoice.contacts.READZohoInvoice.contacts.Create- authorization
GEThttps://accounts.zoho.com/oauth/v2/auth?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}}&prompt=consent&access_type=offline - accessToken
POST{{custom_fields.accounts_server}}/oauth/v2/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}} - refreshToken
POST{{custom_fields.accounts_server}}/oauth/v2/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}
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