When you configure an export, import, or other type of flow step using the prebuilt Zoho Invoice connector, you can select any of the API operations listed below, organized by API type.
Note
If your API endpoint isn’t listed here, switch the flow step to HTTP mode and configure the endpoint provided in the Zoho Invoice API documentation. You can also create a composite endpoint for this application in HTTP mode.
| Resource | API endpoint | Export | Import |
|---|---|---|---|
| Organizations | Create an organization | X | |
| List organizations | X | ||
| Update an organization | X | ||
| Get an organization | X | ||
| Items | Create an item | X | |
| List items | X | ||
| Bulk fetch item details | X | ||
| Update an item | X | ||
| Retrieve an item | X | ||
| Delete an item | X | ||
| Update custom field in existing items | X | ||
| Mark as active | X | ||
| Mark as inactive | X | ||
| Price lists | Create a price list | X | |
| List of all the price lists | X | ||
| Update a price list | X | ||
| Retrieve a price list | X | ||
| Delete a price list | X | ||
| Contacts | Create a contact | X | |
| List contacts | X | ||
| Update a contact | X | ||
| Get a contact | X | ||
| Delete a contact | X | ||
| Mark as active | X | ||
| Mark as inactive | X | ||
| Enable portal access | X | ||
| View all client reviews | X | ||
| Details of a particular client review | X | ||
| Reply a client review | X | ||
| Enable payment reminders | X | ||
| Disable payment reminders | X | ||
| Email statement | X | ||
| Get statement mail content | X | ||
| Email contact | X | ||
| List comments | X | ||
| Get contact addresses | X | ||
| Add additional address | X | ||
| Edit additional address | X | ||
| Delete additional address | X | ||
| List refunds | X | ||
| Contact persons | Create a contact person | X | |
| Update a contact person | X | ||
| Delete a contact person | X | ||
| List contact persons | X | ||
| Get a contact person | X | ||
| Mark as primary contact person | X | ||
| Estimates | Create an estimate | X | |
| List estimates | X | ||
| Update an estimate | X | ||
| Get an estimate | X | ||
| Delete an estimate | X | ||
| Update custom field in existing estimates | X | ||
| Mark an estimate as sent | X | ||
| Mark an estimate as accepted | X | ||
| Mark an estimate as declined | X | ||
| Email an estimate | X | ||
| Get estimate email content | X | ||
| Email multiple estimates | X | ||
| Bulk export estimates | X | ||
| Bulk print estimates | X | ||
| Update billing address | X | ||
| Update shipping address | X | ||
| List estimate templates | X | ||
| Update estimate template | X | ||
| List estimate comments and history | X | ||
| Add comments | X | ||
| Update comment | X | ||
| Delete a comment | X | ||
| Invoices | Create an invoice | X | |
| List invoices | X | ||
| Update an invoice | X | ||
| Get an invoice | X | ||
| Delete an invoice | X | ||
| Update custom field in existing invoices | X | ||
| Mark an invoice as sent | X | ||
| Void an invoice | X | ||
| Mark as draft | X | ||
| Email an invoice | X | ||
| Get invoice email content | X | ||
| Email invoices | X | ||
| Remind customer | X | ||
| Get payment reminder mail content | X | ||
| Bulk invoice reminder | X | ||
| Bulk export invoices | X | ||
| Bulk print invoices | X | ||
| Disable payment reminder | X | ||
| Enable payment reminder | X | ||
| Write off invoice | X | ||
| Cancel write off | X | ||
| Update billing address | X | ||
| Update shipping address | X | ||
| List invoice templates | X | ||
| Update invoice template | X | ||
| List invoice payments | X | ||
| List credits applied | X | ||
| Apply credits | X | ||
| Delete a payment | X | ||
| Delete applied credit | X | ||
| Get an invoice attachment | X | ||
| Add attachment to an invoice | X | ||
| Update attachment preference | X | ||
| Delete an attachment | X | ||
| Delete the expense receipt | X | ||
| List invoice comments and history | X | ||
| Add comment | X | ||
| Update comment | X | ||
| Delete a comment | X | ||
| Recurring invoices | Create a recurring invoice | X | |
| List recurring invoice | X | ||
| Update recurring invoice | X | ||
| Get a recurring invoice | X | ||
| Delete a recurring invoice | X | ||
| Stop a recurring invoice | X | ||
| Resume a recurring invoice | X | ||
| Update recurring invoice template | X | ||
| List recurring invoice history | X | ||
| Customer payments | Create a payment | X | |
| List customer payments | X | ||
| Update custom field in existing customer payments | X | ||
| Update a payment | X | ||
| Retrieve a payment | X | ||
| Delete a payment | X | ||
| List refunds of a customer payment | X | ||
| Refund an excess customer payment | X | ||
| Details of a refund | X | ||
| Update a refund | X | ||
| Delete a refund | X | ||
| Retainer invoices | Create a retainer invoice | X | |
| List retainer invoices | X | ||
| Update a retainer invoice | X | ||
| Get a retainer invoice | X | ||
| Delete a retainer invoice | X | ||
| Mark a retainer invoice as sent | X | ||
| Update retainer invoice template | X | ||
| Void a retainer invoice | X | ||
| Mark as draft | X | ||
| Email a retainer invoice | X | ||
| Get retainer invoice email content | X | ||
| Update billing address | X | ||
| List retainer invoice templates | X | ||
| Get a retainer invoice attachment | X | ||
| Add attachment to a retainer invoice | X | ||
| Delete an attachment | X | ||
| List retainer invoice comments and history | X | ||
| Add comment | X | ||
| Delete a comment | X | ||
| Update comment | X | ||
| Credit notes | Create a credit note | X | |
| List credit notes | X | ||
| Update a credit note | X | ||
| Get a credit note | X | ||
| Delete a credit note | X | ||
| Email a credit note | X | ||
| Void a credit note | X | ||
| Open a voided credit note | X | ||
| Email history | X | ||
| Update billing address | X | ||
| Update shipping address | X | ||
| List credit note templates | X | ||
| Update a credit note template | X | ||
| List invoices credited | X | ||
| Credit to an invoice | X | ||
| Delete invoices credited | X | ||
| List credit note comments and history | X | ||
| Add a comment | X | ||
| Delete a comment | X | ||
| List credit note refunds | X | ||
| List refunds of a credit note | X | ||
| Refund credit note | X | ||
| Get credit note refund | X | ||
| Update credit note refund | X | ||
| Delete credit note refund | X | ||
| Expenses | Create an expense | X | |
| List expenses | X | ||
| Update an expense | X | ||
| Get an expense | X | ||
| Delete an expense | X | ||
| List expense history and comments | X | ||
| List employees | X | ||
| Create an employee | X | ||
| Delete an employee | X | ||
| Recurring expenses | Create a recurring expense | X | |
| List recurring expenses | X | ||
| Update a recurring expense | X | ||
| Get a recurring expense | X | ||
| Delete a recurring expense | X | ||
| Stop a recurring expense | X | ||
| Resume a recurring expense | X | ||
| List child expenses created | X | ||
| List recurring expense history | X | ||
| Projects | Create a project | X | |
| List projects | X | ||
| Update a project | X | ||
| Get a project | X | ||
| Delete project | X | ||
| Activate a project | X | ||
| Deactivate a project | X | ||
| Clone a project | X | ||
| Assign users | X | ||
| List users | X | ||
| Invite user | X | ||
| Update user | X | ||
| Get a user | X | ||
| Delete user | X | ||
| Post comment | X | ||
| List comments | X | ||
| Delete comment | X | ||
| List invoices | X | ||
| Tasks | Add a project task | X | |
| List project tasks | X | ||
| Update a project task | X | ||
| Get a project task | X | ||
| Delete a project task | X | ||
| Time entries | Log time entries | X | |
| List time entries | X | ||
| Delete time entries | X | ||
| Update time entry | X | ||
| Get a time entry | X | ||
| Delete time entry | X | ||
| Start timer | X | ||
| Stop timer | X | ||
| Get timer | X | ||
| Users | Create a user | X | |
| List users | X | ||
| Update a user | X | ||
| Get a user | X | ||
| Delete a user | X | ||
| Get current user | X | ||
| Invite a user | X | ||
| Mark user as active | X | ||
| Mark user as inactive | X | ||
| Taxes | Create a tax | X | |
| List taxes | X | ||
| Update a tax | X | ||
| Get a tax | X | ||
| Delete a tax | X | ||
| Get a tax group | X | ||
| Update a tax group | X | ||
| Delete a tax group | X | ||
| Create a tax group | X | ||
| Create tax exemption | X | ||
| List tax exemptions | X | ||
| Update tax exemption | X | ||
| Delete tax exemption | X | ||
| Create tax authority | X | ||
| List tax authorities | X | ||
| Update tax authority | X | ||
| Delete tax authority | X | ||
| Expense category | Create an expense category | X | |
| List expense categories | X | ||
| Update an expense category | X | ||
| Get an expense category | X | ||
| Delete an expense category | X | ||
| Mark an expense category as active | X | ||
| Mark an expense category as inactive | X | ||
| Currency | Create a currency | X | |
| List currencies | X | ||
| Update a currency | X | ||
| Get a currency | X | ||
| Delete a currency | X | ||
| List exchange rates | X | ||
| Create an exchange rate | X | ||
| Get an exchange rate | X | ||
| Update an exchange rate | X | ||
| Delete an exchange rate | X | ||
| ZOHO CRM integration | Import a customer using the CRM account ID | X | |
| Import a customer using CRM contact ID | X | ||
| Import an item using the CRM product ID | X |