Zoho Invoice simplifies billing, recurring payments, and expense management, helping freelancers and small businesses send professional invoices
Zoho Invoice simplifies billing, recurring payments, and expense management, helping freelancers and small businesses send professional invoices On Nagent, Zoho Invoice is exposed as a fully-configurable proposal & invoice management integration that any agent can call — 137 actions, and OAuth authentication. No code is required to wire Zoho Invoice into your workflow — connect it once via the External Integrations panel and reuse it across every agent you build.
Agent builders use Zoho Invoice to automate the kinds of tasks proposal & invoice management teams previously handled manually. Concrete examples — each one is a single agent step in Nagent — include:
Every action and trigger is paired with a structured input/output schema (visible in the sections below), so when you wire Zoho Invoice into Helix — our agentic agent builder — the editor knows exactly what each step expects and produces. Configure once, deploy anywhere across your Nagent agents.
Every operation an agent can call against Zoho Invoice, with input parameters and output schema. Drop these into any step of an agent built in Helix.
ZOHO_INVOICE_ADD_CREDITNOTE_TO_INVOICESTool to apply a credit note to one or more invoices. Use when you need to apply credits from a credit note to specific invoices. The invoice and credit note must belong to the same customer, and the invoice must not be in closed or paid status.
Input parameters
List of invoices to apply the credit note to. Each invoice must belong to the same customer as the credit note and must not be in closed/paid status.
Unique identifier of the credit note to apply to invoices
The Zoho Invoice organization ID (passed as X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_ADD_INVOICE_COMMENTTool to add a comment to an invoice. Use when you need to add notes or comments to a specific invoice for internal tracking or client communication.
Input parameters
Unique identifier of the invoice to add a comment to
The comment text to be added to the invoice
The Zoho Invoice organization ID (sent as X-com-zoho-invoice-organizationid header)
Boolean to determine whether the comment should be shown to the client
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_APPLY_CREDITS_TO_INVOICETool to apply credit notes to an invoice in Zoho Invoice. Use when you need to reduce an invoice balance by applying one or more existing credit notes.
Input parameters
Unique identifier of the invoice to which credits will be applied
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
List of credit notes to apply to the invoice. Each entry specifies the credit note ID and the amount to apply.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CANCEL_WRITE_OFF_INVOICETool to cancel a write-off on an invoice. Use when you need to reverse a previously written-off invoice amount.
Input parameters
Unique identifier of the invoice to cancel write-off
The Zoho organization ID. Must be passed as query parameter 'organization_id'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CLONE_PROJECTTool to clone an existing project. Use when you need to duplicate a project with a new name and description.
Input parameters
Unique identifier of the project to clone
Description for the cloned project
Name of the cloned project
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_ADDITIONAL_ADDRESSTool to add an additional address to a contact. Use when you need to create a secondary shipping or billing address for an existing contact.
Input parameters
Fax number for this address
Postal/ZIP code
City name
Phone number for this address
State or province name
Street address line 1
Country name
Street address line 2 (suite, building, floor, etc.)
Contact person name for the address
Unique identifier of the contact to add the address to
State code for the address
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_CONTACTTool to create a contact in Zoho Invoice. Use when you need to add a new customer or vendor to the system.
Input parameters
Comments or notes about the contact
GST number (India region)
Tax ID
Twitter profile URL
Website URL of the contact
Facebook profile URL
Legal name of the business (Mexico region)
Tax registration number (Mexico region)
Tax regime (Mexico region)
VAT registration number (UK region)
Customer's currency identifier
Company name of the contact
Name of the contact. This can be the name of an organization or an individual.
Country code (UK region)
Custom fields for the contact
GST treatment type (India region)
Language code for the contact. Allowed values: de, en, es, fr, it, ja, nl, pt, sv, zh
Net payment term for the customer in days
Tax treatment type
VAT treatment type (UK region)
Billing address details for the contact.
List of contact persons associated with this contact
The Zoho organization ID. Required for authentication.
Place of contact (India region)
Shipping address details for the contact.
Tax authority ID
Tax exemption ID
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_CONTACT_PERSONTool to create a contact person for an existing contact. Use when you need to add a new contact person to a contact record.
Input parameters
Email address of the contact person
Phone number of the contact person
Skype ID of the contact person
Mobile number of the contact person
Last name of the contact person
Identifier of the parent contact to which this contact person belongs
Department in which the contact person works
First name of the contact person. Required field.
Salutation for the contact person (e.g., Mr., Ms., Dr.)
Job title or designation of the contact person
Enable portal access for the contact person. Set to true to allow portal login.
The Zoho organization ID. Must be passed as header 'X-com-zoho-invoice-organizationid'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_CREDIT_NOTETool to create a credit note to refund or give credit to a customer. Use when you need to issue a credit for returned items or adjustments.
Input parameters
Credit note creation date in yyyy-mm-dd format
Credit note memo or notes
Terms and conditions for the credit note
List of items included in the credit note. At least one item is required.
Customer ID of the customer for whom the credit note is raised
The Zoho Invoice organization ID (sent as X-com-zoho-invoice-organizationid header)
Custom reference number for the credit note
Unique credit note number (starts with CN). If not provided, system auto-generates it.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_CREDIT_NOTE_COMMENTTool to add a comment to a credit note. Use when you need to add notes or comments to an existing credit note.
Input parameters
The comment text to be added to the credit note
Unique identifier of the credit note to add a comment to
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_CURRENCYTool to create a new currency in Zoho Invoice. Use when you need to add a currency with specific code, symbol, and formatting options.
Input parameters
A unique code for the currency (e.g., 'USD', 'EUR', 'AFN')
The format for the currency to be displayed (e.g., '1,234,567.89')
A unique symbol for the currency (e.g., '$', '€', '؋')
The Zoho Invoice organization ID (sent as X-com-zoho-invoice-organizationid header)
The precision for the price in decimals (e.g., 2 for two decimal places)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_CUSTOMER_PAYMENTTool to create a customer payment in Zoho Invoice. Use when you need to record a payment made by a customer and apply it to one or more invoices.
Input parameters
Date of payment in yyyy-mm-dd format
Total amount paid in the respective payment
List of invoices to apply the payment to. Each invoice requires invoice_id and amount_applied
Customer ID of the customer involved in the payment
Description of the payment
Bank charges incurred for the payment
Mode through which payment is made
The Zoho Invoice organization ID (sent as X-com-zoho-invoice-organizationid header)
Reference number for the payment (max 100 characters)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_EMPLOYEETool to create an employee in Zoho Invoice. Use when you need to add a new employee to the organization.
Input parameters
Name of the employee
Email address of the employee
ID of the Zoho organization. This will be passed as X-com-zoho-invoice-organizationid header
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_ESTIMATETool to create a new estimate (quote) for a customer. Use when you need to generate a price quotation before creating an invoice.
Input parameters
Estimate date in yyyy-mm-dd format (defaults to current date)
Additional notes for the estimate
Terms and conditions for the estimate
GST number (India-specific)
Discount value (percentage or amount based on discount_type)
Adjustment amount (can be positive or negative)
List of line items for the estimate (at least one required)
ID of the project associated with this estimate
ID of the customer for whom the estimate is being created
Expiry date for the estimate in yyyy-mm-dd format
ID of the template to be used for the estimate
List of custom fields for the estimate
Type of discount: 'entity_level' or 'item_level'
Exchange rate for foreign currency transactions
GST treatment (India-specific)
Tax treatment for the estimate
VAT treatment for the estimate
List of contact person IDs associated with this estimate
Unique estimate number (auto-generated if not provided)
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Place of supply (region-specific, e.g., for GST in India)
Shipping charge amount
Whether the line item rates are inclusive of tax
Reference number for the estimate
Name of the salesperson associated with the estimate
Description for the adjustment
Whether discount is applied before tax calculation
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_ESTIMATE_COMMENTTool to add a comment to an estimate. Use when you need to add notes or comments to an existing estimate.
Input parameters
The comment text to add to the estimate
Unique identifier of the estimate to add the comment to
The Zoho organization ID. Must be passed as query parameter 'organization_id'
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_EXCHANGE_RATETool to create an exchange rate for a specified currency. Use when you need to set or update the exchange rate for a currency with respect to the base currency, effective from a specific date.
Input parameters
Rate of exchange for the currency with respect to base currency
Unique identifier of the currency for which to create the exchange rate
Date from when the exchange rate will be in effect (format: YYYY-MM-DD)
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_EXPENSE_CATEGORYTool to create a new expense category in Zoho Invoice. Use when you need to add a new expense category for tracking business expenses.
Input parameters
Describe the expense category
Account name of the expense category
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_INVOICETool to create a new invoice for a customer in Zoho Invoice. Use when you need to bill a customer with line items and pricing details.
Input parameters
Invoice date in yyyy-mm-dd format
The notes added below expressing gratitude or payment instructions
Terms and conditions of the invoice
Discount applied to the invoice
Due date of the invoice in yyyy-mm-dd format
Adjustment amount applied to the invoice
Line items of the invoice. At least one line item is required.
ID of the project associated with the invoice
ID of the customer to whom the invoice is created
ID of the PDF template associated with the invoice
Custom fields for the invoice
Payment terms in days (e.g., 15, 30, 60)
An unique number given to the invoice. If not specified, system will generate automatically.
The Zoho Invoice organization ID (sent as X-com-zoho-invoice-organizationid header)
Shipping charges applied to the invoice
The reference number of the invoice
Name of the salesperson
Description for the adjustment applied to the invoice
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_ITEMTool to create a new item in Zoho Invoice. Use when you need to add a product or service to your item catalog.
Input parameters
Stock Keeping Unit (SKU) code. Must be unique across products.
Name of the item. Maximum length: 100 characters.
Per unit price of the item
ID of the tax to be associated with the item
HSN (Harmonized System of Nomenclature) or SAC (Services Accounting Code). India only.
Whether the item is taxable. Applicable for US, Canada, and India only.
Description of the item. Maximum length: 2000 characters.
Type of item: 'goods' or 'service'
Unit Key Code from CFDI Catalogs. Mexico only.
List of custom fields with customfield_id and value
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Tax exemption ID. Required if is_taxable is false. Applicable for US, Canada, and India only.
SAT Item Key Code from CFDI Catalogs. Mexico only.
List of tax preferences with tax_id and tax_specification (intra/inter for India)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_PROJECT_COMMENTTool to post a comment to a project. Use when you need to add comments or notes to a specific project.
Input parameters
Unique identifier of the project
A short note on the project details. Maximum length: 500 characters
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_RECURRING_INVOICETool to create a recurring invoice profile that automatically generates invoices at specified intervals. Use when you need to set up automatic invoice generation for subscriptions or regular billing.
Input parameters
Email address of the customer
India only: 15-digit GST number
When the recurring invoice expires (yyyy-mm-dd format)
Mexico CFDI usage options.
Invoice items with quantity, rate, taxes, and discounts
When the recurring invoice begins (yyyy-mm-dd format)
ID of the customer for whom the recurring invoice is created
Period between recurrency occurrences (e.g., 1 for every frequency, 2 for every 2 frequencies)
List of custom fields for the recurring invoice
India GST treatment options.
Mexico tax treatment options.
UK VAT treatment options.
Avalara only: Custom tax rule grouping code (max 25 characters)
List of contact person IDs associated with the customer
The Zoho Invoice organization ID (passed as X-com-zoho-invoice-organizationid header)
India only: Location where goods/services are supplied
Unique name for the recurring invoice profile (max 100 characters)
Avalara only: Tax exemption certificate number (max 25 characters)
List of payment gateway configurations
Order number or reference for the recurring invoice
US/Canada only: Location-based tax authority identifier
India/US/Canada only: Tax exemption identifier
Interval pattern for invoice generation (weeks, months, days, or years)
Mexico only: Allow partial payments (PPU vs PPD payment structure)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_REFUND_CREDIT_NOTE_REFUNDSTool to create a refund for a credit note. Use when you need to refund credit note amount to a customer.
Input parameters
Date of the refund in YYYY-MM-DD format
Refund amount (must be greater than 0 and less than or equal to credit note balance)
Description of the refund
Mode of refund (e.g., cash, check, bank_transfer, credit_card)
Unique identifier of the credit note to create a refund for
Organization ID header required for multi-org accounts (X-com-zoho-invoice-organizationid)
Reference number for the refund
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_TASKTool to create a new task in a Zoho Invoice project. Use when you need to add a task to an existing project with task name and optional details like description, hourly rate, and budget hours.
Input parameters
Hourly rate for the task. Must be a non-negative integer.
The name of the task. Maximum length is 100 characters.
Unique identifier of the project to which the task belongs.
The description of the task. Provides additional details about what the task involves.
Task budget hours. Total hours allocated for completing this task. Must be a non-negative integer.
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_TAXTool to create a new tax in Zoho Invoice. Use when you need to add a tax rate that can be applied to items and invoices.
Input parameters
Name of the tax to be created
Type of tax: 'tax' for regular tax or 'compound_tax' for compound tax
Tax factor (Mexico only).
Two-letter country code (UK only)
Tax account ID for withholding tax (Mexico only)
Percentage rate for the tax
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Unique identifier of the tax authority
Tax specific type for region-specific taxes.
Purchase tax account ID for withholding tax (Mexico only)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_TAX_GROUPTool to create a new tax group in Zoho Invoice. Use when you need to combine multiple taxes into a single group for easier application to invoices and items.
Input parameters
Comma-separated list of tax IDs to be associated to the tax group (e.g., '3476910000000098199,3476910000000098207')
Name of the tax group to be created
The Zoho Invoice organization ID. Required for multi-organization accounts.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_TIME_ENTRYTool to log time entries for projects in Zoho Invoice. Use when you need to track billable or non-billable hours against a project or task.
Input parameters
Notes or description for the time entry
Task ID within the project
User ID who logged the time
End time in HH:MM format (24-hour). Use with begin_time instead of log_time.
Date of the time entry in YYYY-MM-DD format
Logged time duration (e.g., '2:00' for 2 hours). Either provide log_time OR both begin_time and end_time, not both.
Start time in HH:MM format (24-hour). Use with end_time instead of log_time.
ID or name of the project to log time against
Whether the time entry is billable to the customer
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_CREATE_USERTool to create a new user in Zoho Invoice. Use when you need to add a user to an organization. The user will receive an invitation email.
Input parameters
Name of the user to be created
Email address of the user (must be unique)
Role assignment for the user (e.g., 'admin', 'staff', 'timesheetstaff'). If not specified, default role will be assigned.
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_ADDITIONAL_ADDRESSTool to delete an additional address from a contact. Use when you need to remove a specific address from a contact's address list.
Input parameters
Unique identifier of the address to delete.
Unique identifier of the contact.
The Zoho organization ID. Must be passed as query parameter 'organization_id'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_CONTACTTool to delete a contact from Zoho Invoice. Use when you need to permanently remove a contact from the system.
Input parameters
Unique identifier of the contact to delete.
The Zoho organization ID. Must be passed as query parameter 'organization_id'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_CONTACT_PERSONTool to delete a contact person from Zoho Invoice. Use when you need to remove a specific contact person from the system.
Input parameters
The Zoho organization ID. Must be passed as header 'X-com-zoho-invoice-organizationid'.
Unique identifier of the contact person to delete.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_CREDIT_NOTES_APPLIED_TO_INVOICETool to delete invoices credited from a credit note. Use when you need to remove an invoice that was previously credited by a credit note.
Input parameters
Unique identifier of the credit note.
Organization ID to which the credit note belongs. Required when user belongs to multiple organizations.
Unique identifier of the credit note invoice to be removed.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_CURRENCYTool to delete a currency from Zoho Invoice settings. Use when you need to permanently remove a currency from the system.
Input parameters
Unique identifier of the currency to delete.
The Zoho Invoice organization ID. Required to identify which organization the currency belongs to.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_CUSTOMER_PAYMENTTool to delete an existing payment from Zoho Invoice. Use when you need to remove a specific customer payment from the system.
Input parameters
Unique identifier of the payment to delete.
The Zoho organization ID. Must be passed as header 'X-com-zoho-invoice-organizationid'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_EMPLOYEETool to delete an employee from Zoho Invoice. Use when you need to permanently remove an employee from the system.
Input parameters
Unique identifier of the employee to delete.
The Zoho organization ID. Must be passed as header 'X-com-zoho-invoice-organizationid'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_ESTIMATE_COMMENTTool to delete a comment from an estimate. Use when you need to remove a specific comment from an existing estimate.
Input parameters
Unique identifier of the comment to delete.
Unique identifier of the estimate.
The Zoho Invoice organization ID. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_ESTIMATESTool to delete one or more estimates (quotes). Use when you need to permanently remove estimates from the system. This is a bulk delete operation that can delete multiple estimates at once.
Input parameters
Comma-separated list of estimate IDs to delete. Can be a single ID or multiple IDs (e.g., '3476910000000099368' or '123,456,789').
The Zoho Invoice organization ID. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_EXPENSETool to delete an expense from Zoho Invoice. Use when you need to permanently remove an expense from the system.
Input parameters
Unique identifier of the expense to delete.
The Zoho organization ID. Must be passed as header 'X-com-zoho-invoice-organizationid'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_EXPENSE_CATEGORYTool to delete an expense category from Zoho Invoice. Use when you need to permanently remove an expense category. Note: Categories associated with expenses cannot be deleted.
Input parameters
Unique identifier of the expense category to delete.
The Zoho Invoice organization ID. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_INVOICETool to delete an existing invoice from Zoho Invoice. Use when you need to permanently remove an invoice. Invoices with payments or credit notes applied cannot be deleted.
Input parameters
Unique identifier of the invoice to delete.
The Zoho Invoice organization ID. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_INVOICE_ATTACHMENTTool to delete an attachment from an invoice. Use when you need to remove a document or file from a Zoho Invoice.
Input parameters
Unique identifier of the invoice.
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_INVOICE_COMMENTTool to delete a comment from an invoice. Use when you need to remove a specific comment from an existing invoice.
Input parameters
Unique identifier of the comment to delete.
Unique identifier of the invoice.
The Zoho Invoice organization ID. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_INVOICE_EXPENSE_RECEIPTTool to delete the receipt attached to an expense in Zoho Invoice. Use when you need to remove the receipt file from an expense while keeping the expense itself.
Input parameters
Unique identifier of the expense whose receipt should be deleted.
The Zoho Invoice organization ID. Required as query parameter.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_ITEMTool to delete an existing item from Zoho Invoice. Items that are part of a transaction cannot be deleted and will return an error.
Input parameters
Unique ID of the item to delete
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_PROJECTTool to delete a project from Zoho Invoice. Use when you need to permanently remove a project from the system.
Input parameters
Unique identifier of the project to delete
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_PROJECT_COMMENTTool to delete a comment from a project. Use when you need to remove a specific comment from an existing project.
Input parameters
Unique identifier of the comment to delete.
Unique identifier of the project.
The Zoho Invoice organization ID. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_SETTING_TAXESTool to delete a simple or compound tax from Zoho Invoice settings. Use when you need to permanently remove a tax from the system.
Input parameters
Unique identifier of the tax to delete.
The Zoho Invoice organization ID. Required to identify which organization the tax belongs to.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_TASKTool to delete a task from a Zoho Invoice project. Use when you need to permanently remove a task from a project.
Input parameters
Unique identifier of the task to delete.
Unique identifier of the project.
The Zoho Invoice organization ID. Must be passed as query parameter 'organization_id'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_TIME_ENTRYTool to delete a time entry from Zoho Invoice. Use when you need to permanently remove a time entry from a project.
Input parameters
Unique identifier of the time entry to delete.
The Zoho organization ID. Must be passed as header 'X-com-zoho-invoice-organizationid'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DELETE_USERTool to delete a user from Zoho Invoice. Use when you need to permanently remove a user from an organization.
Input parameters
Unique identifier of the user to delete.
The Zoho organization ID. Must be passed as header 'X-com-zoho-invoice-organizationid'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DISABLE_CONTACT_PAYMENT_REMINDERSTool to disable payment reminders for a contact. Use when you need to stop automatic payment reminder notifications for all invoices associated with a specific contact.
Input parameters
Unique identifier of the contact to disable payment reminders for
The Zoho organization ID. Required for all Zoho Invoice API calls (sent as X-com-zoho-invoice-organizationid header).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_DISABLE_INVOICE_PAYMENT_REMINDERTool to disable payment reminders for an invoice. Use when you need to stop automatic payment reminder notifications for a specific invoice.
Input parameters
Unique identifier of the invoice to disable payment reminders for
The Zoho organization ID. Required for all Zoho Invoice API calls (sent as X-com-zoho-invoice-organizationid header).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_EMAIL_CONTACT_STATEMENTTool to email a statement to a contact in Zoho Invoice. Use when you need to send account statements showing transaction history for a specific period to a customer or vendor.
Input parameters
End date for the statement period. Date format: yyyy-mm-dd
Unique identifier of the contact to send the statement to.
Start date for the statement period. If start_date and end_date are not provided, the current month's statement will be sent. Date format: yyyy-mm-dd
The Zoho organization ID. Required for authentication.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_EMAIL_ESTIMATETool to email an estimate to a customer. Use when you need to send an estimate via email to one or more recipients.
Input parameters
Body content of the email. If not provided, a default template will be used.
Subject line for the email. If not provided, a default subject will be used.
List of email addresses to CC on the estimate email.
Unique identifier of the estimate to email.
List of recipient email addresses. At least one email address is required.
The Zoho Invoice organization ID. Required for all Zoho Invoice API calls.
Whether to send the email from the organization's email address. Defaults to false.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_EMAIL_INVOICETool to email an invoice to customers. Use when you need to send an invoice via email to one or more recipients with optional CC recipients and custom email content.
Input parameters
Body content of the email. If not provided, default template will be used.
Subject of the email. If not provided, default subject will be used.
Unique identifier of the invoice to email
Array of email addresses to be CC'd
Array of email addresses of the recipients. At least one email address is required.
The Zoho Invoice organization ID (sent as query parameter)
Send the invoice attachment along with the email
Boolean to trigger email from organization's email address instead of default sender
Send customer statement PDF along with the email
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_EMAIL_MULTIPLE_ESTIMATESTool to send estimates via email to customers in bulk. Use when you need to email multiple estimates at once to their respective customers.
Input parameters
Comma-separated estimate IDs to be emailed. Example: '3476910000000098112,3476910000000098113'
The Zoho organization ID. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_ENABLE_INVOICE_PAYMENT_REMINDERTool to enable payment reminders for an invoice. Use when you need to activate automatic payment reminder notifications for a specific invoice.
Input parameters
Unique identifier of the invoice to enable payment reminders for
The Zoho organization ID. Required for all Zoho Invoice API calls (sent as X-com-zoho-invoice-organizationid header).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_ENABLE_PAYMENT_REMINDERSTool to enable payment reminders for a contact. Use when you need to activate automatic payment reminder notifications for a specific contact.
Input parameters
Unique identifier of the contact to enable payment reminders for
The Zoho organization ID. Required for all Zoho Invoice API calls (sent as X-com-zoho-invoice-organizationid header).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_ENABLE_PORTAL_ACCESSTool to enable portal access for contact persons in Zoho Invoice. Use when you need to grant customer portal access to specific contact persons.
Input parameters
Unique identifier of the contact for which to enable portal access
Array of contact person objects containing contact_person_id. At least one contact person is required.
The Zoho organization ID. Required for authentication.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_EXPORT_INVOICES_BULKTool to bulk export multiple invoices as a single PDF file. Use when you need to download invoices in PDF format for multiple invoice IDs at once.
Input parameters
Comma-separated invoice IDs to export as PDF (e.g., '3476910000000097030,3476910000000082362')
The Zoho Invoice organization ID. Required to identify the organization.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_ALL_TASKSTool to list all tasks in a Zoho Invoice project. Use when you need to retrieve tasks for a specific project with optional pagination.
Input parameters
Page number for pagination, starting from 1. Default is 1.
Number of tasks per page (max 200). Default is 200.
Unique identifier of the project to list tasks from.
The Zoho Invoice organization ID. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_CLIENT_REVIEWTool to retrieve details of a particular client review by comment ID. Use when you need to fetch a specific client review or feedback from Zoho Invoice.
Input parameters
Unique identifier of the client review (comment) to retrieve.
Unique ID of a particular contact to filter the review by.
The Zoho Invoice organization ID. Must be passed as query parameter 'organization_id'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_CONTACTTool to retrieve a specific contact by ID. Use when you need to fetch detailed information about a customer or vendor.
Input parameters
Unique identifier of the contact to retrieve.
The Zoho organization ID. Required for authentication.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_CONTACT_ADDRESSESTool to retrieve all addresses for a contact. Use when you need to fetch shipping or billing addresses associated with a specific contact.
Input parameters
Unique identifier of the contact.
The Zoho organization ID. Must be passed as query parameter 'organization_id'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_CONTACT_PERSONTool to retrieve details of a specific contact person. Use when you need to fetch information about a contact person associated with a contact.
Input parameters
Unique identifier of the contact.
The Zoho organization ID. Required when user belongs to multiple organizations.
Unique identifier of the contact person.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_CREDIT_NOTETool to retrieve the details of a specific credit note by creditnote_id. Use when you need to fetch a credit note's information after confirming its existence.
Input parameters
Export credit note pdf with default print option
Format for credit note response.
Unique identifier of the credit note to retrieve
The Zoho Invoice organization ID (sent as X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_CREDIT_NOTE_EMAIL_HISTORYTool to retrieve email history for a credit note. Use when you need to see all emails sent for a specific credit note.
Input parameters
Unique identifier of the credit note.
The Zoho Invoice organization ID (sent as X-com-zoho-invoice-organizationid header).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_CREDIT_NOTE_REFUNDTool to retrieve details of a specific credit note refund. Use when you need to fetch refund information by credit note ID and refund ID.
Input parameters
Unique identifier of the credit note.
The Zoho Invoice organization ID. Required when user belongs to multiple organizations.
Unique identifier of the credit note refund.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_EXPENSETool to retrieve a specific expense by ID. Use when you need to fetch detailed information about an expense record.
Input parameters
Unique identifier of the expense to retrieve.
The Zoho organization ID. Required for authentication.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_INVOICETool to retrieve the details of a specific invoice by invoice_id. Use when you need to fetch an invoice's information after confirming its existence.
Input parameters
Unique identifier of the invoice to retrieve
The Zoho Invoice organization ID (sent as X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_INVOICE_ATTACHMENTTool to get invoice attachment details. Use when you need to retrieve information about files attached to a Zoho Invoice.
Input parameters
Get the thumbnail of the attachment.
Unique identifier of the invoice.
The Zoho Invoice organization ID.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_INVOICE_EMAIL_CONTENTTool to retrieve the email content for a specific invoice. Use when you need to fetch the email subject, body, and recipients that would be used when emailing an invoice.
Input parameters
Unique identifier of the invoice to get email content for
The Zoho Invoice organization ID (sent as X-com-zoho-invoice-organizationid header)
Get the email content based on a specific email template. If not provided, the content will be based on the email template associated with the customer. If no template is associated with the customer, then default template will be used.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_ITEMTool to retrieve the details of a specific item by item_id. Use when you need to fetch an item's data after confirming its existence.
Input parameters
Unique ID of the item to retrieve
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_PAYMENT_REMINDER_MAIL_CONTENTTool to retrieve payment reminder mail content for a specific invoice. Use when you need to fetch the email subject, body, and settings for sending payment reminder emails.
Input parameters
Unique identifier of the invoice to retrieve payment reminder mail content for.
The Zoho Invoice organization ID. This is required to identify which organization's data to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_PRICE_LISTTool to retrieve the details of a specific price list by pricebook_id. Use when you need to fetch pricing information for items.
Input parameters
Unique identifier of the price list to retrieve
The Zoho Invoice organization ID (sent as X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_PROJECTTool to retrieve details of a specific project by project ID. Use when you need to fetch project information including tasks, users, and billing details.
Input parameters
Unique identifier of the project to retrieve
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_PROJECT_USERTool to retrieve a specific user from a project. Use when you need to fetch details about a user assigned to a project.
Input parameters
Unique identifier of the user.
Unique identifier of the project.
The Zoho Invoice organization ID. Required for authentication.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_RECURRING_INVOICETool to retrieve the details of a specific recurring invoice by recurring_invoice_id. Use when you need to fetch a recurring invoice's information.
Input parameters
The Zoho Invoice organization ID (sent as X-com-zoho-invoice-organizationid header)
Unique identifier of the recurring invoice to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_STATEMENT_MAIL_CONTENTTool to retrieve statement mail content for a specific contact. Use when you need to fetch the email subject, body, and settings for sending statement emails to customers or vendors.
Input parameters
End date for the statement period. Date format: yyyy-mm-dd
Unique identifier of the contact to retrieve statement mail content for.
Start date for the statement period. If start_date and end_date are not given, current month's statement will be used. Date format: yyyy-mm-dd
The Zoho Invoice organization ID. This is required to identify which organization's data to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_TASKTool to retrieve a specific task from a Zoho Invoice project. Use when you need to fetch detailed information about a task using its ID.
Input parameters
Unique identifier of the task to retrieve.
Unique identifier of the project containing the task.
The Zoho Invoice organization ID. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_TAXTool to retrieve details of a specific tax by tax_id. Use when you need to fetch information about a tax rate configured in Zoho Invoice.
Input parameters
Unique identifier of the tax to retrieve.
The Zoho Invoice organization ID. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_TAX_GROUPTool to retrieve a specific tax group by ID. Use when you need to fetch details about a tax group including its name, total percentage, and individual taxes.
Input parameters
Unique identifier of the tax group to retrieve.
The Zoho Invoice organization ID. Required for multi-organization accounts.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_GET_TIME_ENTRYTool to retrieve a specific time entry from Zoho Invoice. Use when you need to fetch details of a time entry by its ID.
Input parameters
Unique identifier of the time entry to retrieve.
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_INACTIVATE_PROJECTTool to deactivate a project in Zoho Invoice. Use when you need to change a project's status from active to inactive.
Input parameters
Unique identifier of the project to deactivate
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_CHILD_EXPENSES_CREATEDTool to list child expenses created from a recurring expense. Use when you need to retrieve all expense instances generated from a recurring expense pattern.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
Allowed sort columns for child expenses listing.
The Zoho Invoice organization ID. Required when the user belongs to multiple organizations.
Unique identifier of the recurring expense.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_CLIENT_REVIEWSTool to retrieve all client reviews for contacts. Use when you need to view feedback and reviews from clients in Zoho Invoice.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
Unique ID of a particular contact to filter reviews.
The Zoho Invoice organization ID. Must be passed as query parameter 'organization_id'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_CONTACT_COMMENTSTool to list all comments on a contact. Use when you need to retrieve comments or notes added to a specific contact.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
Unique identifier of the contact to retrieve comments for
The Zoho Invoice organization ID
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_CONTACT_REFUNDSTool to list refunds associated with a contact. Use when you need to retrieve all refunds for a specific contact with optional pagination.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
Unique identifier of the contact whose refunds to retrieve
The Zoho Invoice organization ID. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_CONTACTSTool to list contacts. Use after obtaining the organization ID to retrieve contacts with optional filters and pagination.
Input parameters
Page number for pagination, starts at 1
Search contacts by email ID of the contact person (exact match)
Search contacts by phone number of the contact person (exact match)
Search contacts by any of the address fields (exact match)
Number of contacts per page, max 200
Filter contacts by status
Search contacts by last name (exact match)
Search contacts by first name (exact match)
Search contacts by contact name or notes
Sort contacts by the specified column
Search contacts by company name (exact match)
Search contacts by contact name (exact match)
Search contacts by email ID of the contact person (substring match)
Search contacts by phone number of the contact person (substring match)
The Zoho organization ID. Must be passed as query parameter 'organization_id'.
CRM Account ID for the contact
CRM Contact ID for the contact
Search contacts by any of the address fields (substring match)
Search contacts by email ID of the contact person (prefix match)
Search contacts by phone number of the contact person (prefix match)
Search contacts by any of the address fields (prefix match)
Search contacts by last name (substring match)
Search contacts by first name (substring match)
Search contacts by last name (prefix match)
Search contacts by company name (substring match)
Search contacts by contact name (substring match)
Search contacts by first name (prefix match)
Search contacts by company name (prefix match)
Search contacts by contact name (prefix match)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_CREDIT_NOTESTool to list credit notes. Use when you need to retrieve all credit notes with optional filters and pagination.
Input parameters
The date on which credit note is raised (yyyy-mm-dd)
Page number to be fetched. Default value is 1
Total credits raised in this credit note
Status of the credit note
Unique string generated for the item to which a refund is to be made
Number of records to be fetched per page. Default value is 200
Filter credit notes by status
Search credit notes by item name
Customer ID of the customer for whom the credit note is raised
Search credit notes by credit note number or customer name or credit note reference number
Sort credit notes by specified column
Name of the customer to whom the credit note is raised
The Zoho Invoice organization ID to list credit notes from
Description for the item. Variants item_description_startswith and item_description_contains
Reference number generated for the payment. A string of your choice can also be used as the reference number
Unique number generated (starts with CN) which will be displayed in the interface and credit notes
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_CURRENCIESTool to list all currencies configured for the organization. Use when you need to retrieve available currencies after specifying the organization ID.
Input parameters
Page number for pagination, starts at 1
Number of currencies per page, max 200
The Zoho Invoice organization ID. Required to identify which organization the request applies to.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_CUSTOMER_PAYMENT_REFUNDSTool to list refunds of a customer payment. Use when you need to retrieve all refunds for a specific customer payment with optional pagination.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
The Zoho Invoice organization ID. Required when user belongs to multiple organizations.
Unique identifier of the customer payment whose refunds to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_EMPLOYEESTool to list all employees in the organization. Use when you need to retrieve the list of employees with pagination support after specifying the organization ID.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
The organization ID. Required when the user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_ESTIMATESTool to list all estimates. Use when you need to retrieve estimates with optional filtering and pagination.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Potential ID of a Deal in CRM to filter estimates
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_EXPENSE_CATEGORIESTool to list all expense categories with optional filtering, sorting, and pagination. Use when you need to retrieve expense categories for tracking business expenses.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
Filter options for expense categories by status.
Sort column options for expense categories.
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_EXPENSE_COMMENTSTool to list expense history and comments. Use when you need to retrieve all comments, notes, and history entries for a specific expense.
Input parameters
Unique identifier of the expense to retrieve comments for
The Zoho organization ID. Required for authentication.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_EXPENSESList all expenses with optional filtering, sorting, and pagination. Use this tool when you need to: - Retrieve a list of expenses - Filter expenses by status (billable, unbilled, invoiced, reimbursed) - Search expenses by customer name, account name, or description - Filter expenses by date range - Sort expenses by date, total, account name, etc.
Input parameters
Page number for pagination, starting at 1
Search by expense status. Allowed values: unbilled, invoiced, reimbursed, non-billable, billable
Filter expenses until this date (format: yyyy-mm-dd)
Number of records per page (max 200). Default is 200.
Filter expenses by status. Allowed values: Status.All, Status.Billable, Status.Nonbillable, Status.Reimbursed, Status.Invoiced, Status.Unbilled
Filter expenses from this date (format: yyyy-mm-dd)
Filter expenses by customer ID
Search expenses by account name, description, customer name, or vendor name (max 100 chars)
Column to sort by. Allowed values: date, account_name, total, bcy_total, reference_number, customer_name, created_time
Search expenses by expense account name (max 100 chars)
Search expenses by customer name (max 100 chars)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_INVOICE_COMMENTSTool to list all comments and history for an invoice. Use when you need to retrieve comment history and notes associated with a specific invoice.
Input parameters
Unique identifier of the invoice to retrieve comments for
Unique identifier of the organization
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_INVOICE_PAYMENTSTool to list payments for a specific invoice. Use when you need to retrieve all payments applied to a particular invoice.
Input parameters
Unique identifier of the invoice to list payments for
Organization ID - required when user belongs to multiple organizations. Obtained from error response or organization settings.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_INVOICESTool to list invoices. Use after obtaining the organization ID to retrieve invoices with optional filters and pagination.
Input parameters
Invoice date (yyyy-mm-dd)
Page number for pagination, starts at 1
Search by email ID of the contact person
Total amount of the invoice
Status of the invoice
Unpaid balance of the invoice
Unique identifier for the item
End date for invoice date range
Due date of the invoice (yyyy-mm-dd)
Number of items per page for pagination
Filter invoices by status or payment expected date
Search by item name (exact match)
Fetch invoices after this date
Start date for invoice date range
ID of the customer
Fetch invoices before this date
Search by invoice number, purchase order, or customer name
Sort invoices by specified column
Search by custom field (exact match)
End date for due date range
Search by customer name (exact match)
Fetch invoices due after this date
Start date for due date range
Unique number assigned to the invoice (exact match)
Fetch invoices due before this date
The Zoho Invoice organization ID.
Search by item description (exact match)
Reference number of the invoice
CRM Deal potential ID
Search by item name (substring match)
Search by item name (prefix match)
ID of the recurring invoice
Search by custom field (substring match)
Search by custom field (prefix match)
Search by item description (substring match)
Search by item description (prefix match)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_INVOICES_CREDITEDTool to list invoices to which a specific credit note has been applied. Use when you need to see which invoices have received credits from a particular credit note.
Input parameters
Unique identifier of the credit note
The Zoho Invoice organization ID (passed as X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_ITEMSTool to list all items. Use when you need to retrieve your item catalog with optional pagination and filtering after specifying the organization ID.
Input parameters
Page number for pagination, starting from 1.
Number of items per page (max 200). Default is 200 if not specified.
Filter items by status. Allowed values: 'Status.All', 'Status.Active', 'Status.Inactive'.
Free-text search to filter items by name, description, or SKU.
The Zoho Invoice organization ID to list items from.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_ORGANIZATIONSTool to list all organizations. Use when you need to retrieve all organizations you are part of to obtain organization IDs for other API calls.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_PAYMENTSTool to list payments. Use when you need to retrieve all payments with optional filters like customer, invoice, date range, and pagination.
Input parameters
Filter by payment mode (e.g., 'Cash', 'Credit Card')
Page number for pagination, starts at 1
Filter payments made on or before this date (YYYY-MM-DD)
Number of payments per page, maximum 200
Filter payments by payment mode
Filter payments made on or after this date (YYYY-MM-DD)
Filter payments for a specific invoice by ID
Sort order: 'A' for ascending, 'D' for descending
Filter payments for a specific customer by ID
Column to sort by
Filter by payment number
Filter by reference number
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_PRICE_LISTSTool to list all price lists. Use when you need to retrieve available price lists with optional pagination.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
ID of the organization. Required for all Zoho Invoice API calls.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_PROJECT_COMMENTSTool to list all comments for a project. Use when you need to retrieve comments or notes associated with a specific project.
Input parameters
Unique identifier of the project
The Zoho Invoice organization ID
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_PROJECT_INVOICESTool to list all invoices for a specific project. Use when you need to retrieve invoices associated with a project, with optional sorting and pagination.
Input parameters
Page number to be fetched. Default value is 1
Number of records to be fetched per page. Default value is 200
Unique identifier of the project to retrieve invoices for
Sort column options for listing project invoices.
The Zoho Invoice organization ID. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_PROJECTSTool to list all projects. Use when you need to retrieve projects with optional filters by status or customer, and pagination support.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
Filter options for project status.
Unique ID of the customer to filter projects
Sort column options for projects.
The Zoho organization ID. Must be passed as query parameter 'organization_id'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_PROJECT_USERSTool to list all users assigned to a specific project. Use when you need to retrieve all users working on a project.
Input parameters
Unique identifier of the project.
The Zoho Invoice organization ID. Required for authentication.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_RECURRING_INVOICESTool to list recurring invoices. Use when you need to retrieve all recurring invoices with optional filters for status, search text, and pagination.
Input parameters
Page number to be fetched. Default value is 1.
Number of records to be fetched per page. Default value is 200.
Filter recurring invoices by status or payment expected date. Use Status.All for all invoices, Status.Active for active, Status.Stopped for stopped, or Status.Expired for expired recurring invoices.
Search invoices by invoice number, purchase order, or customer name
Sort based on column value (e.g., created_time, customer_name)
The unique ID of the organization. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_RETAINER_INVOICESTool to list retainer invoices. Use when you need to retrieve all retainer invoices with optional filters and pagination.
Input parameters
Page number for pagination, starts at 1
Print the exported pdf
Number of retainer invoices per page. Default value is 200.
Filter retainer invoices by status or payment expected date
Sort order: 'A' for ascending, 'D' for descending
Sort retainer invoices by specified column
The unique ID of the organization. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_RETAINER_INVOICE_TEMPLATESTool to list retainer invoice templates. Use when you need to retrieve available retainer invoice templates for an organization.
Input parameters
Required when user belongs to multiple organizations. Specifies which organization's retainer invoice templates to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_LIST_USERSTool to list users in a Zoho Invoice organization. Use after obtaining the organization ID to retrieve all users with optional filters and pagination.
Input parameters
Page number for pagination, starts at 1. Default is 1.
Number of users per page. Default is 200, maximum is 200.
Criteria used to filter users (e.g., 'Status.Active', 'Status.Inactive')
Sort users by the specified column. Allowed values: name, email, user_role, status
The Zoho organization ID. Required for authentication via X-com-zoho-invoice-organizationid header.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_MARK_CONTACT_ACTIVETool to mark an inactive contact as active. Use when you need to reactivate a previously deactivated contact.
Input parameters
Unique identifier of the contact to mark as active
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_MARK_CONTACT_INACTIVETool to mark a contact as inactive in Zoho Invoice. Use when you need to deactivate a contact without deleting it.
Input parameters
Unique identifier of the contact to mark as inactive.
The Zoho organization ID. Must be passed as query parameter 'organization_id'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_MARK_CONTACT_PERSON_AS_PRIMARYTool to mark a contact person as primary in Zoho Invoice. Use when you need to designate a specific contact person as the primary contact.
Input parameters
The Zoho organization ID. Must be passed as header 'X-com-zoho-invoice-organizationid'.
Unique identifier of the contact person to mark as primary.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_MARK_ESTIMATE_AS_DECLINEDTool to mark an estimate as declined. Use when you need to change an estimate's status to declined.
Input parameters
Unique identifier of the estimate to mark as declined.
The Zoho Invoice organization ID. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_MARK_EXPENSE_CATEGORY_ACTIVETool to mark an inactive expense category as active. Use when you need to reactivate a previously deactivated expense category.
Input parameters
Unique identifier of the expense category to mark as active
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_MARK_INVOICE_AS_SENTTool to mark an invoice as sent. Use when you need to update an invoice's status to sent without actually emailing it.
Input parameters
Unique identifier of the invoice to mark as sent
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_MARK_INVOICE_AS_VOIDTool to mark an invoice as void. Use when you need to void an existing invoice without deleting it.
Input parameters
Unique identifier of the invoice to mark as void.
The Zoho Invoice organization ID. Required when user belongs to multiple organizations. Passed as X-com-zoho-invoice-organizationid header.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_MARK_ITEM_AS_INACTIVETool to mark an active item as inactive. Use when you need to deactivate an item without deleting it.
Input parameters
Unique ID of the item to mark as inactive
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_MARK_RETAINER_INVOICE_AS_SENTTool to mark a retainer invoice as sent. Use when you need to update a retainer invoice's status to sent without actually emailing it.
Input parameters
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Unique identifier of the retainer invoice to mark as sent
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_PRINT_ESTIMATESTool to bulk print multiple estimates as PDF. Use when you need to generate printable versions of multiple estimates at once. Maximum of 10 estimates can be printed at once.
Input parameters
Comma-separated estimate IDs to be printed. Maximum of 10 estimates can be printed at once.
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_PRINT_INVOICESTool to bulk print invoices as PDF. Use when you need to export and print multiple invoices. Maximum of 25 invoices can be printed at once.
Input parameters
Comma-separated list of invoice IDs to print. Maximum of 25 invoices can be printed at once.
The Zoho Invoice organization ID. Required to identify the organization.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_REFUND_CUSTOMER_PAYMENTTool to refund an excess customer payment. Use when you need to process a refund for a customer payment that has excess funds.
Input parameters
Date on which refund is made. Date Format \[yyyy-mm-dd\]
Amount to be refunded. Must be greater than 0.
Description or notes about the refund.
The method of refund (e.g., cash, check, bank_transfer, credit_card).
Mode of vendor payment. This field is only applicable for Mexico.
Exchange rate for currency conversion. Default is 1.
Organization ID to associate the request with a specific organization. Sent as X-com-zoho-invoice-organizationid header.
Reference number for the refund.
Unique identifier of the customer payment to refund.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_RESUME_RECURRING_INVOICETool to resume a recurring invoice in Zoho Invoice. Use when you need to reactivate a stopped recurring invoice to restart automatic invoice generation.
Input parameters
The Zoho Invoice organization ID. Required when user belongs to multiple organizations.
Unique identifier of the recurring invoice to resume.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_SEND_BULK_INVOICE_REMINDERTool to send payment reminders for multiple invoices in bulk. Use when you need to remind customers about pending payments for multiple invoices at once.
Input parameters
Comma-separated list of invoice IDs to send payment reminders for. Example: '3476910000000032526,3476910000000038118'
The Zoho organization ID. Required for all Zoho Invoice API calls.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_SEND_CONTACT_EMAILTool to send an email to a contact in Zoho Invoice. Use when you need to email customer statements or other communications to contacts.
Input parameters
Body content of the email
Subject line of the email
Unique identifier of the contact to send email to
Array of email addresses to send the email to
The Zoho organization ID. Required for authentication (X-com-zoho-invoice-organizationid header)
Send customer statement PDF with email
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_START_TIMERTool to start a timer on an existing time entry in Zoho Invoice. Use when you need to begin tracking time on a previously created time entry.
Input parameters
Unique identifier of the time entry to start the timer for.
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_STOP_RECURRING_INVOICETool to stop a recurring invoice in Zoho Invoice. Use when you need to prevent future invoices from being automatically generated while keeping the profile and history intact.
Input parameters
The Zoho Invoice organization ID. Required when user belongs to multiple organizations.
Unique identifier of the recurring invoice to stop.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_UPDATE_ADDITIONAL_ADDRESSTool to update an additional address for a contact. Use when you need to modify an existing secondary shipping or billing address.
Input parameters
Fax number
Postal/zip code
City name
Phone number
State name
Primary address line, max 500 characters
Country name
Secondary address line
Contact person's name for the address
Unique identifier of the address to update
Unique identifier of the contact to update the address for
State abbreviation
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_UPDATE_CONTACTTool to update an existing contact in Zoho Invoice. Use when you need to modify customer or vendor information. To delete a contact person, remove it from the contact_persons list.
Input parameters
Notes about the contact
GST number (India region)
Tax ID
Twitter profile URL
Website URL
Facebook profile URL
The unique identifier for the contact being modified
Legal name of the business (Mexico region)
Tax registration number (Mexico region)
Tax regime (Mexico region)
VAT registration number (UK region)
Currency identifier
Company name
Name of the contact. This can be the name of an organisation or the name of an individual
Country code (UK region)
Array of custom field objects
GST treatment type (India region)
Language code for the contact. Allowed values: de, en, es, fr, it, ja, nl, pt, sv, zh
Payment terms in days
Tax treatment type
VAT treatment type (UK region)
Billing address details for the contact.
Array of contact person objects. To delete a contact person, remove it from this list
The Zoho organization ID. Required for authentication.
Place of contact (India region)
Shipping address details for the contact.
Tax authority ID
Tax exemption ID
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_UPDATE_CONTACT_PERSONTool to update a contact person in Zoho Invoice. Use when you need to modify details of an existing contact person such as name, email, phone, or other attributes.
Input parameters
Email address of the contact person
Phone number of the contact person
Skype ID of the contact person
Mobile number of the contact person
Last name of the contact person
Identifier of the parent contact to which this contact person belongs
Department in which the contact person works
First name of the contact person. Required field.
Salutation for the contact person (e.g., Mr., Ms., Dr.)
Job title or designation of the contact person
Enable portal access for the contact person. Set to true to allow portal login.
The Zoho organization ID. Must be passed as header 'X-com-zoho-invoice-organizationid'.
Unique identifier of the contact person to update.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_UPDATE_CREDIT_NOTETool to update an existing credit note in Zoho Invoice. Use when you need to modify credit note details such as line items, reference numbers, or notes.
Input parameters
Credit note date in yyyy-mm-dd format
Credit note memo or notes
Terms and conditions for the credit note
List of items included in the credit note. At least one item is required.
Customer ID of the customer for whom the credit note is raised
Unique identifier of the credit note to update
The Zoho Invoice organization ID (sent as X-com-zoho-invoice-organizationid header)
Custom reference number for the credit note
Unique credit note number (typically starts with CN)
Set to true to use custom credit note numbers instead of auto-generated ones
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_UPDATE_CREDIT_NOTE_TEMPLATETool to update the template associated with a credit note. Use when you need to change the PDF template applied to an existing credit note.
Input parameters
Unique identifier of the credit note template to apply
Unique identifier of the credit note whose template is to be updated
The Zoho Invoice organization ID. Required when user belongs to multiple organizations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_UPDATE_CUSTOMER_PAYMENT_REFUNDTool to update an existing customer payment refund. Use when you need to modify refund details such as amount, date, refund mode, reference number, or description.
Input parameters
Date on which payment is made. Format \[yyyy-mm-dd\]
Amount paid in the respective payment
Unique identifier of the refund to update.
Details about the payment transaction
The method of refund (e.g., check, cash, bank_transfer). Maximum length \[50\]
Mode of payment (Mexico only)
Exchange rate for currency conversion; defaults to 1
Organization ID header required for multi-org accounts (X-com-zoho-invoice-organizationid)
Reference number generated for the payment. Maximum length \[100\]
Unique identifier of the customer payment.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_UPDATE_ESTIMATE_SHIPPING_ADDRESSTool to update the shipping address for an estimate. Use when you need to modify the delivery address for an existing estimate.
Input parameters
Fax number (optional)
Zip/Postal code for shipping address
City for shipping address
Phone number (optional)
State/Province for shipping address
Street address for shipping
Country for shipping address
Second address line (optional)
Attention/contact name (optional)
Unique identifier of the estimate to update
The Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_INVOICE_WRITE_OFF_INVOICETool to write off an invoice. Use when you need to mark an invoice amount as uncollectable or bad debt.
Input parameters
Unique identifier of the invoice to write off
The Zoho organization ID. Must be passed as query parameter 'organization_id'.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
No publicly available marketplace agent is found using this tool yet. There are 54 agents privately built on Nagent that already use Zoho Invoice.
Build on Nagent
Connect Zoho Invoice to any Nagent agent in minutes — no API key management, no boilerplate. Just configure and deploy.
The five questions agent builders ask before adopting a new integration.
Open the External Integrations panel inside Nagent (app.nagent.ai/externalIntegration), find Zoho Invoice, and click "Connect Now." You'll authenticate with OAuth — Nagent handles credential storage and refresh automatically. Once connected, Zoho Invoice is available to any agent in your workspace.
No. Nagent provides no-code integration for every tool. Once Zoho Invoice is connected, you configure its 137 actions directly in the agent builder UI — no API calls, no boilerplate, no schema management.
Helix — Nagent's agentic agent builder — lets you drop Zoho Invoice steps into any workflow visually. Pick an action (e.g., one of those listed above), fill in the inputs (Helix knows the required vs. optional schema for each parameter), and connect it to upstream/downstream steps. Triggers run as the entry point of an agent, so when a Zoho Invoice event fires, the agent kicks off automatically.
Every Zoho Invoice action and trigger ships with a fully-typed schema — input parameters with name, type, required flag, and description, plus the output payload shape. The schemas are documented in the sections above. Helix uses these schemas to validate your configuration at build time and to type-check the data flowing between steps.
Yes. While Zoho Invoice ships with 137 pre-built proposal & invoice management actions, you can layer custom logic around them inside Helix — pre/post-processing steps, conditional branches, retries, or stitching Zoho Invoice together with other connected tools. For deeper customization, talk to our team about Nagent's Agentic AI Lab — forward-deployed engineers who build Zoho Invoice-based workflows tailored to your business.