Integrate Zoho Invoice with Asana

Send information between Zoho Invoice and Asana automatically, without writing any code, using Zoho Flow.

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Initiate a new project in Asana when a new project is established in Zoho Invoice

Reduce discrepancies between invoicing software and project management software by auto-syncing project details. This flow will initiate a new project in Asana when a new project is established in Zoho Invoice.

How it works
  1. The flow triggers when a new project is created in Zoho Invoice.
  2. Zoho Flow creates a new project in the selected team in Asana.
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Initiate a new project in Asana when a new project is established in Zoho Invoice

Zoho Invoice + Asana

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Supported triggers and actions

Integrate Zoho Invoice and Asana using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Project updated

Triggers when any detail of an existing project is updated

Invoice updated

Triggers when any detail of an existing invoice is updated

Project created

Triggers when a new project is created

Contact created

Triggers when a new contact is created

Payment received

Triggers when a new payment is received

Credit note updated

Triggers when the details of an existing credit note are updated

Invoice created

Triggers when a new invoice is created

Contact updated

Triggers when any detail of an existing contact 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

Timesheet created

Triggers when a new timesheet is created

Payment updated

Triggers when any detail of an existing payment is updated

Recurring expense created

Triggers when a new recurring expense is created

Timesheet updated

Triggers when the details of an existing timesheet are updated

Item updated

Triggers when any detail of an existing item is updated

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Item created

Triggers when a new item is created in the selected organization

Contact person created

Triggers when a new contact person is created for an existing contact

Credit note created

Triggers when a new credit note is created

Workspace or organization created

Triggers when a new workspace or organization is created

Subtask created

Triggers when a new subtask is created

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

Task or subtask updated

Triggers when the details of an existing task or subtask are updated

Task tagged

Triggers when a task is tagged in the selected project

Task completed

Triggers when an existing task is completed

User added

Triggers when a new user is added in the selected workspace

Task or subtask created

Triggers when a new task or subtask is created

Tag added

Triggers when a new tag is added in the selected workspace

Project updated

Triggers when the details of an existing project are updated

Team created

Triggers when a team is created in the selected organization

Task section changed

Triggers when a change is made to a task section

All Actions - Actions are the automated tasks

Create retainer invoice

Creates a new retainer invoice

Create item

Creates a new item

Send invoice

Sends an existing invoice to the specified recipients

Request payment information

Sends a payment information request to the specified email address

Stop timer

Stops the timer that is currently running

Create invoice

Creates a new invoice

Create estimate

Creates a new estimate

Send retainer invoice

Sends a retainer invoice to the specified email address

Create contact

Creates a new contact

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 timesheet

Creates a new timesheet entry

Create recurring expense

Creates a new recurring expense

Add address for customer

Adds address details for an existing customer

Record payment

Records a payment for an existing invoice

Start timer

Starts timer for the selected task

Create task

Creates a new task in the specified project

Create project

Creates a new project

Create contact person

Creates a new contact person for the selected contact

Create recurring invoice

Creates a new recurring invoice

Update contact

Updates the details of an existing contact

Update contact person

Updates the details of an existing contact person

Update task

Updates the details of an existing task

Update invoice

Updates the details of an existing invoice

Update project

Updates the details of an existing project

Update payment link

Updates the details of an existing payment link

Update estimate

Updates the details of an existing estimate

Create payment link

Creates a payment link

Update item

Updates the details of an existing item

Update timesheet

Updates the details of an existing timesheet

Update invoice status

Updates the status of an existing invoice

Fetch estimate

Fetches the details of an existing invoice

Fetch task

Fetches the details of an existing task 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 project

Fetches the details of an existing project by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch public invoice payment link

Fetches the payment link for the specified invoice

Fetch user

Fetches the details of an existing user by ID, name, or email address

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 item by name

Fetches the details of an existing item by name

Fetch payment

Fetches the details of an existing payment

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 recurring expense

Fetches the details of an existing recurring expense

Fetch invoice by number

Fetches the details of an existing invoice by number

Create subtask

Creates a new subtask under the specified task

Create task in project

Creates a new task with custom fields in the selected project

Create project in team

Creates a new project in the selected team

Create task

Creates a new task in the selected project

Duplicate project

Creates a duplicate copy of an existing project with a different name

Create project from template

Creates a new project from the selected template

Add task to section

Adds a new task to the specified section

Create project in workspace

Creates a new project in the selected workspace

Create story

Creates a new story for the specified task

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Update task in project

Updates the details (include custom fields) of an existing task

Fetch task in project

Fetches the details (including custom fields) of an existing task in a project by its GID

Fetch task

Fetches a task by its GID

Fetch user

Fetches the details of an existing user by email

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.

What is Asana?

Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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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