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Zoho Invoice Make integrationAutomate Zoho Invoice with Make.

What if your invoices went out on their own once a deal closed? The Zoho Invoice Make integration gives you 88 modules, including 6 triggers and 67 actions, over contacts, estimates, invoices and payments. This guide is for finance and ops people new to Make, up to a first live scenario.

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What you can automate

What does the Zoho Invoice Make integration do?

The Zoho Invoice Make integration links your Zoho Invoice organization to Make, so billing work happens without copy and paste. You build a scenario, the automation itself, out of modules: each module is one brick that watches, creates, reads or changes a record such as a contact, an invoice or a payment.

Bill each deal you win. A module from your sales tool starts the scenario, Create an Invoice drafts the document and Email an Invoice sends it to the customer. Every record that flows between modules is called a bundle, and each module run on one bundle counts as one operation on your Make plan.

Keep your contact list in sync. Watch Contacts picks up every new or edited customer, and the next module copies it to your CRM or mailing tool, so nobody retypes an address twice.

Turn accepted estimates into work. Watch Estimates spots estimates as they change, the scenario lets only the accepted ones through, and Create a Project opens the job so hours can be logged later with Log Time Entries.

Some limits come straight from the documentation: an invoice with a payment or a credit note applied cannot be deleted, and an item used in a transaction cannot be deleted either. All six triggers are scheduled, which means Make checks Zoho Invoice on a timer instead of being told right away. If you want structured practice, the Make training covers these patterns, and the n8n vs Make comparison helps if you are weighing both tools. When a run fails, start with Make troubleshooting.

Connect

How do you connect Zoho Invoice to Make?

01
Copy your Organization ID
In Zoho Invoice, open the profile menu at the top right and click Manage next to My Organizations. Copy the Organization ID shown there and keep it at hand, Make will ask for it in a moment.
02
Create the connection in Make
Add any Zoho Invoice module to your scenario and click Create a connection. A connection is your Zoho account linked to Make once, then reused by every Zoho Invoice module. Give it a clear Connection name and paste the ID in Organization ID.
03
Save and approve access
Click Save. If Zoho asks you to sign in, authenticate and confirm the access request. Back in the module, the connection now appears in the dropdown, and Make can read your contacts, invoices and projects.

First scenario

Your first scenario: invoice and email a customer when a deal closes

GoalWhen a deal is marked won in your sales tool, Make creates the invoice in Zoho Invoice and emails it to the customer.

01
Create the scenario
From the Scenarios page, create a new scenario and click the big +. Pick the trigger of the app where your deals close, for example the module that watches won deals in your CRM.
02
Add Create an Invoice
Click the + on the right of the trigger, search for Zoho Invoice and choose Create an Invoice. Select your connection, then map the customer and the amount from the deal the trigger passed along.
03
Send it with Email an Invoice
Add Email an Invoice after it and map the invoice that the previous module just created. Leave the message content empty if you like: Make then sends the email with Zoho's default text.
04
Test with Run once
Click Run once and mark a test deal as won. Open the bubble above each module to read the bundles it received, and check in Zoho Invoice that the invoice exists.
05
Schedule and switch it on
Click the clock on the first module to set how often Make checks for new deals. A new scenario runs every 15 minutes by default. Save, then flip the switch to turn the scenario on.

Triggers

What can start a Zoho Invoice scenario?

6 modules start a scenario when something happens in Zoho Invoice. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Zoho Invoice as soon as it happens.

Zoho Invoice1Watch Contacts

Watch Contacts

Scheduled trigger

In Make“Triggers when a contact is created or updated.”

Your scenario receives every customer or vendor that someone adds or edits in Zoho Invoice, one bundle per contact, ready to be copied wherever you keep people.

How it fires

scheduled. Make checks Zoho Invoice on the scenario's schedule and collects what changed since its previous check.

When to use it

your CRM or newsletter tool must hold the same billing contacts as Zoho, without anyone typing them twice.

Watch out

an edit counts as much as a creation, so a contact whose phone number changes runs through the scenario again. Plan for an update step on the other side, not a blind create.

Zoho Invoice2Watch Estimates

Watch Estimates

Scheduled trigger

In Make“Triggers when an estimate is created or updated.”

Every estimate that appears or changes in Zoho Invoice lands in the scenario, which lets you react when a quote moves from draft to sent or accepted.

How it fires

scheduled. Make polls the app at the interval set on the first module, not the instant the estimate changes.

When to use it

sales wants a message in the team chat once a client accepts a quote, or you want the project opened when work is confirmed.

Watch out

every small edit of a draft comes through as well, so let only the status you care about continue to the next modules.

Zoho Invoice3Watch Expenses

Watch Expenses

Scheduled trigger

In Make“Triggers when an expense is created or updated.”

This trigger hands you each expense recorded or modified in Zoho Invoice, so spending can flow into a spreadsheet, an approval step or a report without manual exports.

How it fires

scheduled. On each run of the scenario, Make asks Zoho Invoice for expenses that are new or changed.

When to use it

a team member logs a receipt in Zoho and a manager should see it in a shared sheet before the client is billed.

Watch out

corrections fire the trigger again. If you append rows to a sheet, search for the existing row first so one expense does not appear twice.

Zoho Invoice4Watch Invoices

Watch Invoices

Scheduled trigger

In Make“Trigger when an invoice is created or updated.”

Make passes along each invoice that gets created or updated in your organization, which is the natural starting point for anything that follows billing: bookkeeping, reminders, dashboards.

How it fires

scheduled. Make checks the app on the scenario's schedule and returns the invoices touched since the last check.

When to use it

finance keeps a revenue sheet or an accounting tool that must mirror every invoice issued in Zoho.

Watch out

an update brings the same invoice back into the scenario. Route it to an edit of the existing line in your sheet, not to a new one.

Zoho Invoice5Watch Items

Watch Items

Scheduled trigger

In Make“Triggers when an item is created or updated.”

Items are the products and services you bill for, and this trigger tells your scenario whenever one is added or its details change, such as a new rate.

How it fires

scheduled. Make looks for new or edited items each time the scenario runs on its timer.

When to use it

your online store, catalog sheet or quoting tool should carry the same names and prices as the ones you invoice with.

Watch out

a rate change on an existing item fires the trigger again, so update the matching product on the other side instead of creating a new one.

Zoho Invoice6Watch Projects

Watch Projects

Scheduled trigger

In Make“Triggers when a project is created.”

Each new project opened in Zoho Invoice kicks off your scenario, which is handy for setting up everything a fresh job needs elsewhere: a folder, a channel, a task board.

How it fires

scheduled. Make checks for newly created projects at the interval set on the scenario.

When to use it

an agency opens a project for each signed client and wants the shared drive folder and the kickoff task created without a checklist.

Watch out

unlike the other Zoho Invoice triggers, this one reacts to creation only. Renaming or editing a project later does not start the scenario.

Modules

What can Make do in Zoho Invoice?

Zoho Invoice gives you 82 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Zoho Invoice1

Create a Contact

Action

In Make“Creates a contact with given information.”

A new customer or vendor record appears in Zoho Invoice with the details your scenario sends, so the person is ready to be billed without anyone opening the app.

When to use it

a lead signs a contract in your CRM or fills a signup form, and billing needs the contact before the first invoice.

Watch out

nothing stops the same customer from being created twice. Run List Contacts first and create only when nothing matches.

Zoho Invoice2

Create a Contact Person

Action

In Make“Creates a contact person for contact.”

You attach an extra person, such as an accountant or a project lead, to a company that already exists in Zoho Invoice, so emails reach the right inbox.

When to use it

a client tells you a new finance contact now handles payments and your form or CRM captures that name.

Watch out

the parent contact must exist first. Map it from a search or a creation step earlier in the scenario.

Zoho Invoice3

Create a Credit Note

Action

In Make“Creates a new credit note.”

This action issues a credit note in Zoho Invoice, the document that reduces what a customer owes after a return, a discount granted late or a billing mistake.

When to use it

your helpdesk approves a refund or a partial return and finance should see the matching credit without typing it.

Watch out

once a credit note is applied to an invoice, that invoice can no longer be deleted, so correct drafts before you credit them.

Zoho Invoice4

Create a Expense Category

Action

In Make“Creates a new expense category.”

Adds a new category to sort expenses in Zoho Invoice, so spending lands in the right bucket from the first entry instead of a catch-all line.

When to use it

you start tracking a new kind of cost, say travel for a new client, and your expense scenarios need a place to file it.

Watch out

check the existing names with List Expense Categories first, otherwise you end up with near-identical categories that split your totals.

Zoho Invoice5

Create an Estimate

Action

In Make“Creates an estimate for your customer.”

Produces a quote for your customer inside Zoho Invoice, filled with the lines your scenario provides, so the client gets a proper estimate without anyone rebuilding it by hand.

When to use it

a quote request arrives through a web form or a CRM stage, and sales wants a draft estimate waiting for review.

Watch out

the estimate starts as a draft. Use Mark an Estimate Sent/Accepted/Declined when you want its status to reflect reality.

Zoho Invoice6

Create an Expense

Action

In Make“Creates a billable or non-billable expense.”

Records a cost in Zoho Invoice, either billable to a customer or kept as an internal expense, so receipts stop living in inboxes and chat threads.

When to use it

someone submits a receipt through a form or a card transaction appears in a spreadsheet, and it should reach your books.

Watch out

decide billable or non billable up front. A billable expense is meant to be charged to a customer, so pick the customer before you map anything else.

Zoho Invoice7

Create an Invoice

Action

In Make“Creates an invoice for your customer.”

Builds a customer invoice in Zoho Invoice from the data your scenario carries, which is the core move of most billing automations on this app.

When to use it

a deal is won, an order ships or a job is marked done in another tool, and the invoice should exist right after.

Watch out

creating the invoice does not send it. Chain Email an Invoice afterwards if the customer should receive it straight away.

Zoho Invoice8

Create an Item

Action

In Make“Creates a new item.”

Adds a product or service to your Zoho Invoice catalog, so invoices and estimates can pick it by name instead of retyping a description and a rate.

When to use it

a new product goes live in your store or a new service line is approved, and billing should offer it at once.

Watch out

once an item appears on a transaction it cannot be deleted, so get the name right before it is used on invoices.

Zoho Invoice9

Create a Payment

Action

In Make“Creates a new payment.”

Registers money received from a customer in Zoho Invoice, which brings the balance of the matching invoice down and keeps your receivables honest.

When to use it

your payment provider confirms a charge or a bank transfer shows up in a sheet, and the invoice should read as paid.

Watch out

an invoice with a payment applied can no longer be deleted. Test on a sample invoice before pointing this at real customers.

Zoho Invoice10

Create a Price List

Action

In Make“Creates a new price list.”

Sets up a price list in Zoho Invoice, a set of rates you can apply to specific customers instead of your standard prices.

When to use it

you sign a reseller or a partner who gets special rates, and their pricing should be ready before the first quote goes out.

Watch out

a price list only helps once it is used. Make sure the estimates and invoices for that customer actually point to it.

Zoho Invoice11

Create a Project

Action

In Make“Creates a new project.”

Opens a project in Zoho Invoice so hours and tasks can be tracked against a client and billed later, without setting it up by hand.

When to use it

an estimate gets accepted or a contract is signed elsewhere, and the job should be ready for time logging on day one.

Watch out

if Watch Projects runs in another scenario, the project you create here will start that scenario as well.

Zoho Invoice12

Create a Recurring Expense

Action

In Make“Creates a new recurring expense.”

Tells Zoho Invoice to record the same expense again on a repeating basis, so subscriptions and rents show up in your books without a fresh entry each time.

When to use it

a new software subscription or a lease is approved in your purchasing flow, and it should be tracked from then on.

Watch out

a mistake here repeats itself. Double check the amount before activating the scenario, and keep Update a Recurring Expense close by.

Zoho Invoice13

Create a Recurring Invoice

Action

In Make“Creates a new recurring invoice.”

Sets Zoho Invoice to bill a customer again and again on a repeating schedule, which fits retainers, subscriptions and maintenance contracts.

When to use it

a customer picks a subscription plan on your site or signs a retainer, and billing should start without a finance ticket.

Watch out

Zoho keeps issuing invoices until you stop it. Pair this with Mark a Recurring Invoice Stop/Resume for cancellations.

Zoho Invoice14

Delete a Contact

Action

In Make“Delete an existing Contact.”

Removes a contact from Zoho Invoice for good, which keeps your customer list clean when someone should no longer appear anywhere in billing.

When to use it

a test record or a duplicate was created by another scenario and must disappear after a check.

Watch out

a delete cannot be undone from Make. When a customer simply stops buying, Mark a Contact Active/Inactive is the safer choice.

Zoho Invoice15

Delete a Contact Person

Action

In Make“Delete an existing contact person.”

Takes one person off a company in Zoho Invoice while the company itself stays, so invoices stop going to someone who left.

When to use it

your HR or CRM tool reports that a client's finance contact has changed jobs, and billing emails must follow.

Watch out

if that person is the primary contact, set another one with Mark a Contact Person Primary first, so the company keeps a recipient.

Zoho Invoice16

Delete a Credit Note

Action

In Make“Deletes an existing credit note.”

Erases a credit note from Zoho Invoice, which is useful when one was issued by mistake and should leave no trace in the customer balance.

When to use it

a refund request is cancelled in your helpdesk after the credit was already created by a scenario.

Watch out

there is no recycle bin behind this module. Make sure only credit notes meant for removal ever reach it, and test on a sample first.

Zoho Invoice17

Delete an Estimate

Action

In Make“Deletes an existing estimate.”

Wipes an estimate from Zoho Invoice, keeping your quote list free of abandoned drafts and test documents.

When to use it

a deal is lost in your CRM and the draft quote created for it should go, rather than sit next to live estimates.

Watch out

a declined estimate is still useful history. Mark an Estimate Sent/Accepted/Declined keeps the record while showing the outcome.

Zoho Invoice18

Delete an Expense

Action

In Make“Deletes an existing expense.”

Removes an expense from Zoho Invoice, so a cost logged twice or by error stops inflating your spending figures.

When to use it

an approval step rejects an expense that a previous module recorded automatically, and the entry should vanish.

Watch out

Make cannot bring it back. Check that the expense was not already billed to a customer before you remove it.

Zoho Invoice19

Delete an Invoice

Action

In Make“Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.”

Deletes an invoice from Zoho Invoice, which cleans up drafts and test documents your scenario created while you were building it.

When to use it

an order is cancelled before billing went out, and the draft invoice tied to it should disappear.

Watch out

Zoho refuses to delete an invoice that has a payment or a credit note applied. For those, Mark an Invoice Sent/Void/Draft can void it instead.

Zoho Invoice20

Delete an Item

Action

In Make“Deletes an existing item. Items that are part of a transaction cannot be deleted.”

Drops a product or service from your Zoho Invoice catalog, so people stop picking something you no longer sell.

When to use it

an item was created by mistake or as a test and never made it onto a document.

Watch out

an item that already appears on a transaction cannot be deleted. Use Mark an Item Active/Inactive to retire it while keeping past invoices intact.

Zoho Invoice21

Delete a Payment

Action

In Make“Deletes an existing payment.”

Removes a recorded payment from Zoho Invoice, which reopens the balance of the invoice it was paying.

When to use it

your payment provider reports a charge as failed or disputed after a scenario already logged it as received.

Watch out

the invoice goes back to unpaid, which may trigger reminders. If the customer actually paid too much, Refund a Payment fits better.

Zoho Invoice22

Delete a Price List

Action

In Make“Deletes a price list.”

Removes a price list from Zoho Invoice when a special rate agreement has ended and should not be picked again.

When to use it

a partner contract closes in your CRM and the discounted rates attached to it should go with it.

Watch out

the deletion is final. If the partner might come back, editing it with Update a Price List is less drastic.

Zoho Invoice23

Delete a Project

Action

In Make“Deletes an existing project.”

Erases a project from Zoho Invoice, useful when one was opened by error or as a duplicate by an automation.

When to use it

a deal falls through right after a scenario created the project for it, and nobody has logged time yet.

Watch out

a finished job is better marked inactive with Mark a Project Active/Inactive, so its history stays available for reporting.

Zoho Invoice24

Delete a Recurring Expense

Action

In Make“Deletes an existing recurring expense.”

Removes the rule that records an expense again and again, so a cancelled subscription stops appearing in your books.

When to use it

a software tool is cancelled in your purchasing flow and its repeating cost should not be logged any more.

Watch out

the rule itself goes away for good. When the change is only a new price, Update a Recurring Expense keeps things tidier.

Zoho Invoice25

Delete a Recurring Invoice

Action

In Make“Deletes an existing recurring invoice.”

Removes a repeating invoice profile from Zoho Invoice, so the customer receives no further bills from it.

When to use it

a subscription profile was set up with the wrong customer and needs to be rebuilt from scratch.

Watch out

for a customer who only pauses, Mark a Recurring Invoice Stop/Resume keeps the profile so billing can restart later.

Zoho Invoice26

Delete a Task

Action

In Make“Deletes a task added to a project.”

Takes a task off a project in Zoho Invoice, which keeps the list of billable work limited to what the team really does.

When to use it

a task is dropped from the plan in your project management tool and the matching Zoho task should follow.

Watch out

map the right project and task from earlier modules. A wrong mapping deletes someone else's work, and Make cannot restore it.

Zoho Invoice27

Delete a Time Entry

Action

In Make“Deetes a logged time entry.”

Removes a logged block of time from Zoho Invoice, so hours entered twice or on the wrong project are not billed.

When to use it

a timesheet correction arrives from your time tracker and the duplicate entry a scenario created must go.

Watch out

if the hours are right but misfiled, Update a Time Entry moves them without losing the record.

Zoho Invoice28

Email a Credit Note

Action

In Make“Email a credit note.”

Sends a credit note from Zoho Invoice to the customer by email, so they get written proof of the amount credited without finance sending it by hand.

When to use it

right after Create a Credit Note in a returns or refund scenario, so the client hears back quickly.

Watch out

test it with Run once on your own test customer, so a real client never receives a trial credit note.

Zoho Invoice29

Email an Invoice

Action

In Make“Emails an invoice to the customer. Input json string is not mandatory. If input json string is empty, mail will be send with default mail content.”

Emails an invoice to the customer straight from Zoho Invoice, so the bill reaches their inbox as part of the same scenario that created it.

When to use it

as the last step of a billing flow that starts on a closed deal, a shipped order or a completed job.

Watch out

the custom message content is optional. Leave it empty and Zoho sends its default email text, which is fine for a first test.

Zoho Invoice30

Get a Contact

Action

In Make“Get details of a contact.”

Fetches the full record of one contact from Zoho Invoice, so the next modules can use its details without asking anyone.

When to use it

a trigger gives you a contact reference but you need more of the record, for instance to fill a CRM entry or a welcome email.

Watch out

this module reads one contact you already point to. To find a contact from partial information, start with List Contacts.

Zoho Invoice31

Get a Contact Person

Action

In Make“Get the details of a contact person.”

Reads the details of one person attached to a company in Zoho Invoice, which is what you need to personalize a message to the right individual.

When to use it

a scenario must notify the accountant of a client rather than the company's generic address.

Watch out

it reads one person you already point to. Map that person from an earlier module, or use List Contact Persons when you do not know who is attached.

Zoho Invoice32

Get a Credit Note

Action

In Make“Gets details of an existing credit note.”

Pulls the details of one credit note from Zoho Invoice, so a later step can report on it, share it or reconcile it.

When to use it

a support ticket mentions a credit and the agent's tool should show its amount and status without a login to Zoho.

Watch out

one credit note per run. For a batch, List Credit Notes returns several bundles at once.

Zoho Invoice33

Get an Estimate

Action

In Make“Get the details of an estimate.”

Retrieves one estimate from Zoho Invoice with its details, which lets you copy its lines into an invoice, a contract or a message.

When to use it

Watch Estimates reports an accepted quote and you want its content to prepare the invoice or the project.

Watch out

it reads a single known estimate. Map the reference from the trigger or a search, never a fixed value typed once for testing.

Zoho Invoice34

Get an Expense

Action

In Make“Gets the detail of the expense.”

Reads the details of a single expense in Zoho Invoice, so an approval message or a report can show exactly what was spent.

When to use it

a manager approves spending in a chat tool and needs the full expense in front of them before clicking yes.

Watch out

for a group of expenses, List Expenses saves you from calling this module once per line and spending an operation each time.

Zoho Invoice35

Get an Invoice

Action

In Make“Gets the details of an invoice.”

Fetches one invoice from Zoho Invoice with its details, ready to feed an accounting tool, a dashboard or a customer update.

When to use it

a payment arrives in another system and you want to check what the matching invoice says before recording it.

Watch out

it works on a known invoice. When you only have a customer name or a status, begin with List Invoices.

Zoho Invoice36

Get an Item

Action

In Make“Fetches details of an existing item.”

Reads one product or service from your Zoho Invoice catalog, so its name and rate can be reused in another tool.

When to use it

your store or quote builder needs the exact billed description of an item before publishing it.

Watch out

List Items only returns active items, but this module targets one item you already know, so check its status if it matters.

Zoho Invoice37

Get a Payment

Action

In Make“Gets the details of an existing payment.”

Pulls the details of one recorded customer payment from Zoho Invoice, so you can confirm it or pass it on to another system.

When to use it

finance wants a thank-you message or a receipt sent through another tool after checking the payment is really there.

Watch out

to see refunds tied to that payment, follow up with List Payment Refunds, since this module shows the payment itself.

Zoho Invoice38

Get a Price List

Action

In Make“Fetches the details of an existing price list.”

Reads one price list from Zoho Invoice, which tells your scenario which special rates apply before it builds a quote.

When to use it

a partner requests a quote and the next module must use their negotiated rates instead of standard ones.

Watch out

the price list must exist already. When you are unsure of the right one, List Price Lists shows every available list.

Zoho Invoice39

Get a Project

Action

In Make“Gets the details of a project.”

Fetches one project from Zoho Invoice with its details, handy when a later step needs the client or the name of the job.

When to use it

a time entry arrives from a tracker and you need the project's client before logging or billing the hours.

Watch out

Watch Projects only fires on creation, so use this module when you need up-to-date project details later on.

Zoho Invoice40

Get a Recurring Expense

Action

In Make“Gets the details of the recurring expense.”

Reads one repeating expense rule from Zoho Invoice, so you can check its amount or customer before changing or reporting on it.

When to use it

a supplier announces a price change and a scenario should compare the stored amount before calling an update.

Watch out

this shows the rule, not each expense it produced. The individual entries come through List Expenses or Watch Expenses.

Zoho Invoice41

Get a Recurring Invoice

Action

In Make“Gets the details of a recurring invoice.”

Pulls the full profile of one recurring invoice into your scenario, so later modules can map its details without anyone opening Zoho Invoice.

When to use it

a teammate asks why a subscription client was billed, and you want the scenario to fetch that schedule before posting a summary to your team.

Watch out

it needs the ID of one recurring invoice; if you only know the customer, start with List Recurring Invoices.

Zoho Invoice42

Get a Time Entry

Action

In Make“Gets details of a time entry.”

Hands you every detail of one logged time entry, ready to map into a report, a message or another app further down the scenario.

When to use it

an entry was just flagged by a project lead and the scenario must check it before anything gets billed.

Watch out

the module expects a single entry ID; to browse many entries, List Time Entries is the right brick.

Zoho Invoice43

Log Time Entries

Action

In Make“Logs time entries.”

Records worked time in Zoho Invoice straight from another tool, so hours land on the right project without being typed twice.

When to use it

a consultant closes a task in your project tracker and you want those hours booked against the matching Zoho Invoice project, ready to be invoiced later.

Watch out

the project has to exist first; pair it with Create a Project or Get a Project when the scenario is not sure.

Zoho Invoice44

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Opens the whole Zoho Invoice API to your scenario while reusing the same connection, the link between your account and Make that you already set up.

When to use it

none of the 88 listed modules covers the endpoint you need, and you would rather stay in Make than write a separate script.

Watch out

you build the request yourself, so keep the Zoho Invoice API documentation open while you fill it in.

Zoho Invoice45

Mark a Contact Active/Inactive

Action

In Make“Mark a contact as active or inactive.”

Switches a customer between active and inactive, which keeps your contact list clean without erasing any history attached to that customer.

When to use it

a client cancels their contract in your CRM and you want them parked in Zoho Invoice rather than removed with all their invoices.

Watch out

this is the gentle option; Delete a Contact removes the record for good, so reach for this one first.

Zoho Invoice46

Mark a Contact Person Primary

Action

In Make“Marks a contact person as primary for contact.”

Promotes one person of a customer account to primary contact, the person Zoho Invoice treats as the main recipient for that customer.

When to use it

the finance manager at a client company changes, and your CRM already knows who replaces them; the scenario can pass that change on.

Watch out

the person must already be attached to the contact; add them with Create a Contact Person before promoting them.

Zoho Invoice47

Mark an Estimate Sent/Accepted/Declined

Action

In Make“Marks a draft estimate as send, accepted or declined.”

Moves an estimate forward in its life, from draft to sent, accepted or declined, so your quote pipeline in Zoho Invoice mirrors what really happened.

When to use it

a prospect signs through your e-signature tool, and the scenario marks the matching estimate as accepted without a manual click.

Watch out

Zoho Invoice applies it to a draft estimate, so test it with Run once on a real draft before switching the scenario on.

Zoho Invoice48

Mark an Invoice Sent/Void/Draft

Action

In Make“Marks a invoice as sent, void, or draft.”

Changes the status of an invoice to sent, void or draft, without touching its lines, which keeps your books aligned with what the customer actually received.

When to use it

invoices go out through another mailing tool, and Zoho Invoice should still show them as sent once that tool confirms delivery.

Watch out

voiding is a decision with accounting weight; add a filter so only the right invoices reach this module.

Zoho Invoice49

Mark an Item Active/Inactive

Action

In Make“Marks an item as active or inactive.”

Retires a product or service from your catalog, or brings it back, while every past invoice that used it stays intact.

When to use it

a product goes out of stock in your shop, and it should stop appearing when someone builds a new invoice in Zoho Invoice.

Watch out

List Items returns active items only, so an item you set to inactive here disappears from that search.

Zoho Invoice50

Mark a Project Active/Inactive

Action

In Make“Marks project as active or inactive.”

Closes or reopens a project in Zoho Invoice, which keeps the list of live projects short and readable for whoever logs time.

When to use it

a deal moves to closed in your project tool and the matching Zoho Invoice project should stop collecting hours.

Watch out

inactive is reversible, unlike Delete a Project; prefer this module whenever the project history still matters for billing.

Zoho Invoice51

Mark a Recurring Invoice Stop/Resume

Action

In Make“Stops or resumes an active recurring invoice.”

Pauses a subscription billing profile, or restarts it, so a customer stops receiving invoices while the profile itself stays ready for later.

When to use it

a member freezes their plan in your membership tool, and billing in Zoho Invoice should freeze too until they come back.

Watch out

it acts on an active recurring invoice; to change its amount or content, use Update a Recurring Invoice instead.

Zoho Invoice52

Refund a Credit Note

Action

In Make“Refunds credit note amount.”

Turns the balance of a credit note into a recorded refund, so the money you send back to a customer is traced in Zoho Invoice.

When to use it

your support tool approves a refund on a returned order that already has a credit note, and the scenario logs the payout.

Watch out

it starts from a credit note that already exists; if the return has none yet, place Create a Credit Note before this module.

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Refund a Payment

Action

In Make“Refund the excess amount paid by the customer.”

Records the return of an overpayment, the part a customer paid beyond what they owed, and keeps their balance correct.

When to use it

a client pays an invoice twice by mistake, and your payment platform sends back the extra; the scenario mirrors it in Zoho Invoice.

Watch out

it covers the excess amount only; a refund tied to a return usually goes through a credit note and Refund a Credit Note.

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Update a Contact

Action

In Make“Update an existing contact. To delete a contact person remove it from the contact persons list.”

Keeps a customer record in Zoho Invoice in step with the source of truth, whether that is your CRM, a form or a spreadsheet.

When to use it

a client edits their details in your CRM, and the next invoice should already carry the new version.

Watch out

the contact persons you leave out of the list are removed from the contact, so map the whole list, not just the new person.

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Update a Contact Person

Action

In Make“Update details of an existing contact person.”

Edits one person inside a customer account, without rewriting the rest of the contact.

When to use it

someone updates their details in your support portal, and only that person should change in Zoho Invoice.

Watch out

you need both the contact and the person; List Contact Persons helps you find the right one before this step.

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Update a Credit Note

Action

In Make“Update details of an existing credit note.”

Corrects a credit note after it was created, when something in it was wrong, so the customer sees the right figures.

When to use it

a return is partly cancelled in your shop, and the credit note issued earlier must shrink to match.

Watch out

run it once on a test credit note first, then read the bundle Make returns to check the change landed as expected.

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Update an Estimate

Action

In Make“Updates an existing estimate. To delete a line item just remove it from the line items list.”

Reworks a quote already in Zoho Invoice, adding, changing or dropping lines, so the prospect gets one clean version instead of a new document.

When to use it

a sales rep edits the deal amount in the CRM during negotiation, and the estimate should follow.

Watch out

a line you leave out of the line item list is deleted, so send the full list each time.

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Update an Expense

Action

In Make“Update an existing expense.”

Fixes an expense after the fact, when a detail was entered wrong, so your cost reports stay reliable.

When to use it

your receipt app finishes reading a scan and returns the final data, and the expense created earlier needs it.

Watch out

the scenario must know which expense to change; keep its ID from Create an Expense or find it with List Expenses.

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Update an Invoice

Action

In Make“Updates an existing invoice. To delete a line item just remove it from the line items list.”

Edits an existing invoice, its lines included, which saves you from voiding it and starting over when a detail was wrong.

When to use it

an order in your shop gains an extra item before shipping, and the draft invoice should grow with it.

Watch out

removing a line from the line item list deletes it from the invoice, so map every line you want to keep.

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Update an Item

Action

In Make“Updates the details of an existing item.”

Changes a product or service in your catalog, so every new invoice starts from current data.

When to use it

prices change in your e-commerce store or your product sheet, and Zoho Invoice should pick up the change right after.

Watch out

invoices already issued keep their old lines; this module affects what comes next.

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Update a Payment

Action

In Make“Updates an existing payment information.”

Corrects a recorded payment, so the reconciliation with your bank statement lines up.

When to use it

your payment processor sends a settlement confirmation later on, and the payment logged earlier needs the final data.

Watch out

a payment linked to invoices affects their balances, so test with Run once on a single bundle, one item passing through the scenario.

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Update a Price List

Action

In Make“Updates an existing Price List.”

Adjusts a price list, the set of special rates you give a group of customers, without rebuilding it by hand.

When to use it

a partner tier gets new conditions in your pricing spreadsheet, and the matching Zoho Invoice price list should reflect them.

Watch out

start with Get a Price List to read what is there, then send back the complete version you want.

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Update a Project

Action

In Make“Updates details of a project.”

Brings a Zoho Invoice project up to date, so time and billing follow the real scope.

When to use it

a change order is approved in your project tool, and the Zoho Invoice project should carry the new scope before anyone logs hours.

Watch out

to close a project, Mark a Project Active/Inactive is clearer than editing it.

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Update a Recurring Expense

Action

In Make“Updates an exsiting recurring expense.”

Edits a repeating cost, such as a software subscription or rent, so the entries Zoho Invoice generates next carry the new amount.

When to use it

a supplier notifies you of a price change by email, and your scenario reads that email and updates the recurring expense.

Watch out

expenses already generated stay as they were; fix those with Update an Expense.

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Update a Recurring Invoice

Action

In Make“Updates a recurring invoice.”

Changes a subscription billing profile, so every future invoice from that profile is correct.

When to use it

a client upgrades their plan in your checkout tool, and the recurring invoice should bill the new plan from then on.

Watch out

to pause billing rather than change it, Mark a Recurring Invoice Stop/Resume is the module to pick.

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Update a Task

Action

In Make“Updates the details of an existing task.”

Edits a task inside a project, keeping the tasks people log time against accurate.

When to use it

a task changes in your project management app, and the same task in Zoho Invoice should match so time entries stay clear.

Watch out

the module needs the project and the task; Get a Project helps the scenario find them.

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Update a Time Entry

Action

In Make“Updates logged time entry.”

Corrects hours that were already logged, so the time you bill a customer is the time really spent.

When to use it

an employee edits a timesheet in your tracking tool after the fact, and the Zoho Invoice entry should change too.

Watch out

keep the entry ID from Log Time Entries, or find it with List Time Entries; without it, the scenario cannot target the right line.

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List Contact Persons

In Make“Lists all contact persons with pagination.”

Returns all the people attached to a customer, each one as a separate bundle, an item that flows to the next module.

When to use it

you want every person at a client company copied into your email tool before a product announcement.

Watch out

a search can return zero, one or many bundles; every module after it then runs once per person, and each run counts as an operation on your plan.

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List Contacts

In Make“Lists all contacts with pagination.”

Brings your customer base out of Zoho Invoice page by page, one bundle per contact, ready to sync or analyze elsewhere.

When to use it

you are loading an existing client list into a new CRM and need every Zoho Invoice contact in one pass.

Watch out

results come back with pagination; check how many bundles Run once returns before connecting heavy modules after it.

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List Credit Notes

In Make“Lists all the credit notes.”

Gathers the credit notes of your organization so a scenario can total them, report on them or match them with returns.

When to use it

finance wants a sheet of every credit note to review refunds and returns together.

Watch out

each credit note becomes its own bundle; add an aggregator, the module that groups bundles, if you want one row or one message instead of many.

Zoho Invoice71

List Estimates

In Make“Lists all estimates with pagination.”

Pulls your quotes as a list, one bundle each, which makes follow-up and pipeline reports possible outside Zoho Invoice.

When to use it

sales wants every estimate pushed into a shared board to chase open quotes.

Watch out

the list is paginated, and any module placed after it runs once per estimate, so filter early.

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List Expense Categories

In Make“List Expense categories along with pagination.”

Shows the categories your expenses can be filed under, handy to map an outside label to the right Zoho Invoice category.

When to use it

your receipt scanner sends its own labels, and the scenario must pick the matching category before calling Create an Expense.

Watch out

if a category is missing, Create a Expense Category adds it; check the list first to avoid duplicates.

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List Expenses

In Make“List all the expenses with pagination.”

Extracts recorded expenses one bundle at a time, the raw material for a cost dashboard or an export to your accountant.

When to use it

you keep a spending sheet shared with your bookkeeper and want every Zoho Invoice expense copied there.

Watch out

many expenses mean many bundles and as many operations downstream; filter or aggregate before heavy steps.

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List Invoices

In Make“Lists all invoices with pagination.”

Lays out your invoices as separate bundles, which is the starting point for dunning, reporting or syncing to another tool.

When to use it

you want a scenario that copies your invoices to a sheet and flags, with a Make filter, the ones your team should chase.

Watch out

this module does not wait for new invoices; to react when one is created or updated, use Watch Invoices as the trigger.

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List Items

In Make“Gets the list of all active items with pagination.”

Exports your catalog of products and services so another tool, such as a shop or a quote builder, works from the same references.

When to use it

you are setting up a price sheet and want every sellable item from Zoho Invoice in it.

Watch out

only active items come back; an item marked inactive with Mark an Item Active/Inactive will not appear.

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List Payment Refunds

In Make“Lists all the refunds pertaining to an existing customer payment.”

Retrieves the refunds recorded against one customer payment, so you can see how much of it actually stayed with you.

When to use it

a client disputes a charge, and support needs the refund history of that payment before replying.

Watch out

it works on a single existing payment; find that payment first with List Payments or Get a Payment.

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List Payments

In Make“Lists all the payments made by your customer.”

Collects the payments your customers have made, one bundle each, the base for cash reports and bank reconciliation.

When to use it

your finance lead wants received payments copied to a reconciliation sheet next to bank lines.

Watch out

every payment returned triggers the next modules once; use a filter to keep only the ones you care about.

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List Price Lists

In Make“Gets the list of all the price lists with pagination.”

Returns your price lists so the scenario can pick the right set of rates for a customer group.

When to use it

a new reseller signs up through a form, and the scenario looks through your price lists before creating their contact.

Watch out

each price list arrives as its own bundle, so add a filter to keep only the one that matches the new customer.

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List Projects

In Make“Lists all projects with pagination.”

Lists your Zoho Invoice projects, page after page, so time tracking or reporting tools can line up with them.

When to use it

you are connecting a timesheet app and need every project to build the matching table.

Watch out

to catch projects as they appear rather than listing them all, Watch Projects is the trigger to use.

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List Recurring Expenses

In Make“Lists all the expenses with pagination.”

Surfaces your repeating costs, subscriptions and rent among them, so you can review them in one place.

When to use it

you are auditing software spend and want every recurring expense copied to a sheet for review.

Watch out

each recurring expense becomes a bundle; an aggregator turns them into a single summary if you send it by email.

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List Recurring Invoices

In Make“Lists the details of all recurring invoices.”

Brings every recurring invoice profile of your Zoho Invoice account into the scenario, one bundle per profile, so you can review all your repeat billing in one pass.

When to use it

pick it over Get a Recurring Invoice when you need the whole set, for example to copy each active subscription into a sheet your finance lead reads.

Watch out

a search can return zero, one or many bundles, and each module after it runs once per bundle, which counts operations on your plan.

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List Time Entries

In Make“Lists all time entries with pagination.”

Brings the hours logged in Zoho Invoice into your scenario, each time entry as its own bundle that the next module can reuse.

When to use it

a project wraps up and you want every logged entry in hand, say to total billable hours before you send the client an invoice.

Watch out

the search may find no entry at all, and then the modules placed after it receive nothing to work on, so click Run once on a project that has hours first.

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FAQ

Questions about the Zoho Invoice Make integration

01Is the Zoho Invoice Make integration free?

Yes, you can start at no cost. Zoho Invoice is a standard app in Make, so its modules are available from the Free plan onward. The Free plan comes with limits: 2 active scenarios, a minimum of 15 minutes between two scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lower the interval to 1 minute, remove the cap on active scenarios and count usage in operations per month. You still need your own Zoho Invoice account.

02What do you need to connect Zoho Invoice to Make?

You need a Zoho Invoice account and its Organization ID. Find the ID in Zoho Invoice through the profile menu at the top right, then the Manage button in the organizations section. In Make, add a Zoho Invoice module, click Create a connection, paste the ID in the Organization ID field, click Save and confirm access if Zoho asks you to sign in. Advanced settings let you use your own Zoho client credentials instead, with the redirect URI given in the documentation.

03How fast does a Zoho Invoice trigger react in Make?

It depends on the schedule you set, because all 6 Zoho Invoice triggers are scheduled. Make checks Zoho Invoice at the interval set on the first module rather than being alerted the moment something changes. A new scenario checks every 15 minutes by default, which is also the shortest interval on the Free plan. Paid plans let you go down to 1 minute. There is no instant trigger for this app, so no webhook from Zoho Invoice is involved on the Make side.

04What if a Zoho Invoice module you need is missing in Make?

Use Make an API Call. This module reaches any endpoint of the Zoho Invoice API from your scenario, with the same connection as the other modules, so you are not stuck with the 88 listed ones. It asks for more care, since you build the request yourself. Also keep the documented rules in mind: an invoice with a payment or credit note applied cannot be deleted, and an item used in a transaction cannot be deleted either, so void or deactivate instead.

05Should you use Make or n8n for Zoho Invoice?

It depends on where your team already builds automations. Make covers Zoho Invoice with 88 modules, including 6 scheduled triggers, each one described on this page. The same app often has an n8n node too, so check what that tool offers for your exact records before deciding. Pick the one your team knows, the one that already hosts your other scenarios, and the one whose modules match the invoices, estimates or payments you need to handle. The comparison page on this site goes through both tools in more depth.

Copy your Organization ID

Create the connection in Make

Save and approve access

Create the scenario

Add Create an Invoice

Send it with Email an Invoice

Test with Run once

Schedule and switch it on

Need help automating Zoho Invoice with Make?