Airtable + Zoho Invoice

Create new Zoho Invoice estimates from new or updated Airtable records

Effortlessly streamline your invoicing process with this automated workflow that instantly creates a new estimate in Zoho Invoice every time a record is added or updated in Airtable. This simplifies your financial tracking and offers a swift, organized solution to invoice creation. No more manual data transfers; this workflow ensures all your estimates accurately reflect the latest changes in your records.

Effortlessly streamline your invoicing process with this automated workflow that instantly creates a new estimate in Zoho Invoice every time a record is added or updated in Airtable. This simplifies your financial tracking and offers a swift, organized solution to invoice creation. No more manual data transfers; this workflow ensures all your estimates accurately reflect the latest changes in your records.

  1. When this happens...
    AirtableAirtable
    New or Updated Record

    Triggers when a record is created or updated.

    TriggerScheduled
  2. automatically do this!
    Zoho InvoiceZoho Invoice
    Create New Estimate

    Triggers when a New Estimate is Created.

    ActionWrite
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Supported triggers and actions

    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Lookup FieldRequired

    • Secondary Lookup Field

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Help Text

    • Which timestamp field should this Zap use to check for updates?Required

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Cache Copy

    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

Related categories

  • Databases

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zoho-invoice logo
zoho-invoice logo

About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.
Learn more

Related categories

  • Proposal & Invoice Management
  • Zoho

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