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Customize your Discover Org and Zoho Invoice integration with the following triggers and actions.

Triggers

When this happens…

Zoho Invoice
  • New estimate
    New estimate in Zoho Invoice
  • New invoice
    New invoice in Zoho Invoice
  • Any other trigger you can think up

Actions

Do this…

Discover Org
  • Search company by email domain
    Search company by email domain in Discover org
  • Search company by name
    Search company by name in Discover org
  • Search person by emails
    Search for people using an email, or a list of emails. Returns 1 or more people if found.
  • Any other action you can think up

Zoho Invoice
  • Custom action
    Custom action in Zoho Invoice (Custom)
  • Create estimate
    Create estimate in Zoho Invoice
  • Create invoice
    Create invoice in Zoho Invoice
  • Search items Batch
    Search items in Zoho Invoice
  • Any other action you can think up

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