Zoho Invoice
AccountingAutomate accounts receivable in Zoho Invoice with AI agents. Agents create and email invoices and estimates, record customer payments, manage customers, items, expenses, and credit notes, void or mark invoices as sent, and pull invoice PDFs into FlowRunner storage.
What This Integration Enables
Zoho Invoice runs accounts receivable for small service businesses, and AR at that scale is a rhythm of small touches: create the invoice, send it, record the payment, issue the credit, chase the balance. No single touch is hard. The sum of them, done late or inconsistently, is why profitable companies run out of cash. FlowRunner agents keep the rhythm: they manage customers and catalog items, create and email invoices and estimates, record payments with explicit invoice application, track expenses, issue credit notes, and pull invoice PDFs into FlowRunner storage for archiving and delivery. - Line items reference existing catalog items, so pricing stays consistent across every invoice the agent writes - Email Invoice and Email Estimate deliver documents to the customer's contact persons with optional subject and body overrides - Create Payment applies settlements to specific invoices, keeping balances truthful rather than approximate - Invoice PDFs land in FlowRunner file storage with public URLs for archiving and forwarding - Sends and write-offs pause for [human-in-the-loop](/concepts/human-in-the-loop) approval; lookups and drafts run continuously
Without FlowRunner
With FlowRunner
Use Case Scenarios
Storefront orders billed the day they land
Orders arrive from [Shopify](/integrations/shopify). The agent resolves each buyer with List Customers, creates new customers with payment terms attached, and drafts a Create Invoice from the order lines. Routine invoices to established customers email immediately; first-time customers and totals above the threshold queue for a morning approval in [Slack](/integrations/slack). When the matching charge settles in [Stripe](/integrations/stripe), Create Payment applies it to the invoice. The AR aging report starts reflecting reality daily instead of monthly.
Quotes that become invoices without retyping
When a deal reaches the proposal stage in [HubSpot](/integrations/hubspot), the agent builds a Create Estimate from the deal's line items and sends it with Email Estimate after the account owner's nod. On acceptance, the same line items become a Create Invoice, the estimate closes out, and Get Invoice PDF files the final document to the deal record. One set of numbers travels from quote to invoice to archive, with nothing rekeyed and no version drift between what was quoted and what was billed.
A receivables sweep that ends in decisions, not a spreadsheet
Every Monday the agent pulls List Invoices filtered to overdue status, groups results by customer with Get Customer balances attached, and posts the picture to the finance channel: who owes what, how old, what credit notes are outstanding against them. The owner decides the follow-ups. Where a duplicate invoice or a cancelled engagement surfaces, the agent proposes the fix, a Create Credit Note or a void, and executes only what gets approved. The sweep takes minutes, and the judgment calls stay signed.
Human-in-Loop Highlight
Void Invoice is the action on this page that makes money disappear. A voided invoice stops counting toward receivables: it is the company formally deciding not to collect, and while the record is retained, the claim on the cash is gone. An agent that voids on its own pattern matching, two invoices that look like duplicates, an order that appears cancelled, will eventually void the one that was real. So voids are always proposals. The agent presents the case: "Invoice INV-0847 for 2,150 appears to duplicate INV-0846, same customer, same lines, created four minutes apart. INV-0846 has a payment applied. Void INV-0847?" The owner confirms, the void executes, and the reason is in the log next to the approval. The same gate covers Delete Customer and Delete Invoice, both permanent. Receivables are the company's shortest path to cash; nothing leaves that ledger without a person saying so.
Agent Capabilities
37 actionsCustomers
5- List Customers Retrieves a paginated list of contacts, filterable by name and contact type, with cursor paging.
- Get Customer Retrieves a contact's full details: addresses, contact persons, outstanding balances, and custom fields.
- Create Customer Creates a customer or vendor with optional currency, payment terms, addresses, and contact persons.
- Update Customer Updates a contact; unspecified fields keep their current values.
- Delete Customer Permanently deletes a contact by ID. Cannot be undone; contacts with transactions may not be deletable.
Invoices
9- List Invoices Retrieves invoices filterable by status, customer, and invoice number, with cursor paging. The sweep behind AR reporting.
- Get Invoice Retrieves an invoice's line items, taxes, totals, balance, payment status, and customer details.
- Create Invoice Creates an invoice for a customer with line items referencing catalog items or specified inline, plus dates and invoice number.
- Update Invoice Updates an invoice's line items, number, dates, and notes. Provided line items replace the full set.
- Delete Invoice Permanently deletes an invoice. Cannot be undone; invoices with payments or credits applied cannot be deleted.
- Mark Invoice as Sent Marks a draft invoice as sent without emailing it, for invoices delivered outside Zoho.
- Void Invoice Voids an invoice so it no longer counts toward receivables, retained for record keeping. The write-off this page's human gate governs.
- Email Invoice Emails an invoice to the customer's contact addresses, with optional subject and body overrides.
- Get Invoice PDF Downloads an invoice as a PDF into FlowRunner file storage and returns a public URL for later steps.
Estimates
6- List Estimates Retrieves estimates filterable by status and customer, with cursor paging.
- Get Estimate Retrieves an estimate's line items, taxes, totals, and customer information.
- Create Estimate Creates a quote for a customer with line items referencing catalog items or specified inline.
- Update Estimate Updates an estimate's line items, number, dates, and notes. Provided line items replace the full set.
- Delete Estimate Permanently deletes an estimate by ID. Cannot be undone.
- Email Estimate Emails an estimate to the customer's contact addresses, with optional subject and body overrides.
Items
5- List Items Retrieves catalog items filterable by name, with cursor paging.
- Get Item Retrieves an item's rate, description, tax settings, and status.
- Create Item Creates a reusable product or service item with a name and rate.
- Update Item Updates an item; unspecified fields keep their current values.
- Delete Item Permanently deletes an item by ID. Cannot be undone.
Payments
3- List Payments Retrieves recorded customer payments, filterable by customer, with cursor paging.
- Get Payment Retrieves a payment's amount, mode, date, and the invoices it was applied to.
- Create Payment Records a customer payment with amount, date, and mode, optionally applied to specific invoices with per-invoice amounts.
Expenses
3- List Expenses Retrieves recorded expenses with cursor paging.
- Get Expense Retrieves an expense's account, amount, tax, date, and status.
- Create Expense Records an expense against an expense account, optionally associated with a customer for rebilling.
Recurring Invoices
2- List Recurring Invoices Retrieves recurring invoice profiles, filterable by customer, with cursor paging.
- Get Recurring Invoice Retrieves a profile's recurrence schedule, line items, and next invoice date.
Credit Notes
3- List Credit Notes Retrieves credit notes, filterable by customer, with cursor paging.
- Get Credit Note Retrieves a credit note's line items, totals, remaining credits, and customer information.
- Create Credit Note Creates a credit note for a customer with line items; credits can later be applied to invoices.
Organizations
1- List Organizations Lists the Zoho Invoice organizations the connected account can access, with IDs, names, and base currencies, for multi-organization configuration.
Frequently Asked Questions
What can FlowRunner do with Zoho Invoice?
FlowRunner agents can run List Customers, Get Customer, and Create Customer in Zoho Invoice, plus 34 more actions.
Does connecting Zoho Invoice to FlowRunner require OAuth?
Yes. Zoho Invoice connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials.
Can Zoho Invoice trigger a FlowRunner workflow automatically?
Zoho Invoice doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.
Start building with Zoho Invoice
$100 in credits. No card required. Connect in minutes.