Integrate Clustdoc with Zoho Invoice
Send information between Clustdoc and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new invoice in Zoho Invoice when a new application is created in Clustdoc
Integrate Clustdoc with Zoho Invoice using Zoho Flow. Whenever a new application is created in Clustdoc, Zoho Flow automatically creates a new invoice in Zoho Invoice. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new application is created in Clustdoc.
- Zoho Flow creates a new invoice in Zoho Invoice.
Create a new invoice in Zoho Invoice when a new application is created in Clustdoc
Clustdoc + Zoho Invoice
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Supported triggers and actions
Integrate Clustdoc and Zoho Invoice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
E-contract created
Triggers when a new e-contract is created
Application created
Triggers when a new application is created
Online form created
Triggers when a new online form is created
Template created
Triggers when a new template is created
Application closed
Triggers when an application is closed
Contact person created
Triggers when a new contact person is created for an existing contact
Timesheet updated
Triggers when the details of an existing timesheet are updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Timesheet created
Triggers when a new timesheet is created
Payment updated
Triggers when any detail of an existing payment is updated
Estimate created
Triggers when a new estimate is created in the selected organization
Estimate updated
Triggers when any detail of an existing estimate is updated
Invoice created
Triggers when a new invoice is created
Contact updated
Triggers when any detail of an existing contact is updated
Payment received
Triggers when a new payment is received
Credit note updated
Triggers when the details of an existing credit note are updated
Project created
Triggers when a new project is created
Contact created
Triggers when a new contact is created
Project updated
Triggers when any detail of an existing project is updated
Invoice updated
Triggers when any detail of an existing invoice is updated
Item created
Triggers when a new item is created in the selected organization
Credit note created
Triggers when a new credit note is created
Recurring expense created
Triggers when a new recurring expense is created
Item updated
Triggers when any detail of an existing item is updated
All Actions - Actions are the automated tasks
Update template
Updates the details of an existing template
Create application
Creates a new application
Create e-contract
Creates a new e-contract
Create message
Creates a new message
Create online form
Creates a new online form
Create template
Creates a new template
Update e-contract
Updates the details of an existing e-contract
Update online form
Updates the details of an existing online form
Update message
Updates the details of an existing message
Update an application
Updates the details of an existing application
Fetch template
Fetches the details of an existing template using ID
Fetch message
Fetches the details of an existing message using ID
Fetch application
Fetches the details of an existing application using ID
Fetch e-contract
Fetches the details of an existing e-contract using ID
Fetch online form
Fetches the details of an existing online form using ID
Search application record
Searches for an existing application using an email address, first name, or last name of the contact
Search template record
Searches for an existing template using template name
Create recurring invoice
Creates a new recurring invoice
Create project
Creates a new project
Create contact person
Creates a new contact person for the selected contact
Start timer
Starts timer for the selected task
Create task
Creates a new task in the specified project
Add address for customer
Adds address details for an existing customer
Record payment
Records a payment for an existing invoice
Create estimate
Creates a new estimate
Send retainer invoice
Sends a retainer invoice to the specified email address
Stop timer
Stops the timer that is currently running
Create invoice
Creates a new invoice
Send invoice
Sends an existing invoice to the specified recipients
Request payment information
Sends a payment information request to the specified email address
Create retainer invoice
Creates a new retainer invoice
Create item
Creates a new item
Create timesheet
Creates a new timesheet entry
Create recurring expense
Creates a new recurring expense
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Send estimate
Sends an existing estimate to the specified recipients
Create contact
Creates a new contact
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Update contact person
Updates the details of an existing contact person
Update timesheet
Updates the details of an existing timesheet
Update invoice status
Updates the status of an existing invoice
Create payment link
Creates a payment link
Update item
Updates the details of an existing item
Update payment link
Updates the details of an existing payment link
Update estimate
Updates the details of an existing estimate
Update invoice
Updates the details of an existing invoice
Update project
Updates the details of an existing project
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch contact by email
Fetches the details of an existing contact by email
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch item by name
Fetches the details of an existing item by name
Fetch payment
Fetches the details of an existing payment
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch item by ID
Fetches the details of an existing item by ID
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch project
Fetches the details of an existing project by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch estimate
Fetches the details of an existing invoice
Fetch task
Fetches the details of an existing task by ID
Fetch user
Fetches the details of an existing user by ID, name, or email address
What is Clustdoc?
Clustdoc is a document collection platform that lets you automate your customer onboarding processes and remotely capture required documents, files, signatures, payments, and more.
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What is Zoho Invoice?
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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