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Quickly connect Zoho Invoice to Microsoft Outlook with a Zapier template.

Our most popular template

Send email notifications in Microsoft Outlook for new Zoho Invoice invoices
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Zoho Invoice + Microsoft Outlook
Create events in Microsoft Outlook for new estimates in Zoho Invoice
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Zoho Invoice + Microsoft Outlook
Update Microsoft Outlook events when new Zoho Invoice estimates are created
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Zoho Invoice + Microsoft Outlook
Create new Microsoft Outlook events from new Zoho Invoice invoices
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Zoho Invoice + Microsoft Outlook
Create events in Microsoft Outlook for new estimates in Zoho Invoice
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Zoho Invoice + Microsoft Outlook
Update Microsoft Outlook events whenever new estimates are initiated in Zoho Invoice
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Zoho Invoice + Microsoft Outlook

Send email notifications in Microsoft Outlook for new Zoho Invoice invoices

Zoho Invoice + Microsoft Outlook

Create events in Microsoft Outlook for new estimates in Zoho Invoice

Zoho Invoice + Microsoft Outlook

Update Microsoft Outlook events when new Zoho Invoice estimates are created

Zoho Invoice + Microsoft Outlook

Create new Microsoft Outlook events from new Zoho Invoice invoices

Zoho Invoice + Microsoft Outlook

Create events in Microsoft Outlook for new estimates in Zoho Invoice

Zoho Invoice + Microsoft Outlook

Update Microsoft Outlook events whenever new estimates are initiated in Zoho Invoice

Zoho Invoice + Microsoft Outlook

Create draft emails in Microsoft Outlook for new invoices in Zoho Invoice
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Zoho Invoice + Microsoft Outlook

How Zapier works

Zapier makes it easy to integrate Zoho Invoice with Microsoft Outlook - no code necessary. See how you can get setup in minutes.

Select a trigger from Zoho Invoice

A trigger is an event that starts your Zap and runs the workflow. For example, with Zoho Invoice, a trigger could be "New Contact Person."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Outlook

An action is what takes place after the automation is triggered. For example, with Microsoft Outlook, the action could be "Add Attendees to Calendar Event."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Zoho Invoice to Microsoft Outlook

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Zoho Invoice to Microsoft Outlook integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Zoho Invoice and Microsoft Outlook to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Organization
- Contact
  Required
Trigger
Polling
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It

- Organizations
  Required
Trigger
Instant
Try It
- Organization
- Contact
  Required
- Salutation
- First Name
- Last Name
- Email
- Phone
- Mobile
- Skype
- Designation
- Department
Action
Write

- Organizations
  Required
- Credit Note Number
- Customer Name
  Required
- Reason
- Credit Note Date
  Required
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Terms
- Shipping Charge
- Invoice Type
Action
Write
- Organizations
  Required
- Estimate Number
- Customer Name
  Required
- Estimate Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Estimate Notes
- Terms
- Shipping Charge
- Send Invoice Only to Primary Contact
Action
Write
- Organizations
  Required
- Name
  Required
- Rate
  Required
- Description
- SKU
- Unit
- Tax Preference
- Tax Exempt Code
Action
Write
- Organizations
  Required
- Customer
- Contact Name
  Required
- Contact Type
- Company
- Website
- Payment Terms Label
- Notes
- Language
- Billing Address
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Billing Address Phone
- Shipping Address
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Country
- Shipping Address Fax
- Shipping Address Phone
- Contact Person Phone Number
- Salutation
- First Name
- Last Name
- EmailID
- Mobile
- Phone
- Primary Contact
- Currency
- GST Treatment
- GSTIN or UIN
- Place of Contact
- Tax Preference
- Vat Treatment
- TRN Number
- Tax Treatment
- Tax Exempt Code
- Tax Authority Name
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organizations
  Required
- Invoice Number
  Required
Action
Search
- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Polling
Try It
- Parent Folder
  Required
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Parent Folder
  Required
- Child Folder
- Search terms
  Required
- Note
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
  Required
- Child Folder
Trigger
Polling
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Email ID
  Required
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Email ID
  Required
- Comment
Action
Write
- Event
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Is this an All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Body
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location Name
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
- Status
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
- Customer Name
  Required
- Invoice Number
  Required
- Payment Mode
  Required
- Amount
  Required
- Description
- Reference Number
Action
Write
- Organizations
  Required
- Contact Name
  Required
- Contact Type
- Company
- Website
- Payment Terms Label
- Notes
- Language
- Billing Address
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Billing Address Phone
- Shipping Address
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Country
- Shipping Address Fax
- Shipping Address Phone
- Salutation
- First Name
- Last Name
- EmailID
- Mobile
- Phone
- Primary Contact
- Currency
- GST Treatment
- GSTIN or UIN
- Place of Contact
- Tax Preference
- Vat Treatment
- TRN Number
- Tax Treatment
- Tax Exempt Code
- Tax Authority Name
Action
Write
- Organizations
  Required
- Customer Name
  Required
- Customer
- Invoice Number
  Required
- Date
- Due Date
- Reference Number
- Payment Terms
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Description
- Line Item Discount
- Tax Rate
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Payment Gateway
- Paypal Payment Method
- Send Invoice Only to Primary Contact
Action
Write
- Organizations
  Required
- Retainer Invoice Number
- Customer Name
  Required
- Retainer Invoice Date
  Required
- Description
- Rate
  Required
- Notes
- Terms
- Send Invoice Only to Primary Contact
Action
Write
- Organizations
  Required
- Customer Name
  Required
- Invoice Number
  Required
- Date
- Due Date
- Reference Number
- Payment Terms
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Description
- Line Item Discount
- Tax Rate
- HSN or SAC
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Reason
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Send Invoice Only to Primary Contact
Action
Write
- Organizations
  Required
- Email
Action
Search
- Organization Name
  Required
Action
Search
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
Try It
- Shared Inbox
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Body
- Show me as Free or Busy
- Is this an Online Meeting?
Action
Write
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Event
  Required
Action
Write
- Shared Inbox
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- Contact
  Required
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- SearchTerm
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
Action
Search
- Search_info
- Search Value
  Required
Action
Search

Learn how to automate Zoho Invoice on the Zapier blog

Learn how to automate Microsoft Outlook on the Zapier blog

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 moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management Zoho

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About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Learn moreLearn moreHelpHelp

Related categories

Calendar Email Microsoft

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