Docupilot, Podio, Zoho Invoice Integrations

Docupilot
Podio
Zoho Invoice
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Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Podio

Watch apps

Triggers when a new application is created.

Podio

Watch comments

Triggers when a new comment is created.

Podio

Watch contacts

Triggers when a new contact is created.

Podio

Watch files

Triggers when a new file is added.

Podio

Watch items

Triggers when a new item is created or existing item is updated.

Podio

Watch notifications

Triggers when a new notification is created.

Podio

Watch organizations

Triggers when a new organization is created.

Podio

Watch tasks

Triggers when a new task is created.

Podio

Watch views

Triggers when a new view is created.

Podio

Watch workspaces

Triggers when a new workspace is created.

Podio

Watch events INSTANT

Triggers as soon as a new event occurs.

Zoho Invoice

Watch Contacts

Triggers when a contact is created or updated.

Zoho Invoice

Watch Estimates

Triggers when an estimate is created or updated.

Zoho Invoice

Watch Expenses

Triggers when an expense is created or updated.

Zoho Invoice

Watch Invoices

Trigger when an invoice is created or updated.

Zoho Invoice

Watch Items

Triggers when an item is created or updated.

Zoho Invoice

Watch Projects

Triggers when a project is created.

Actions

Docupilot

Create a Document

Create document from selected template

Podio

Create an app item

Creates an app item.

Podio

Update an app item

Updates an already existing app item.

Podio

Delete an app item

Deletes an app item.

Podio

Search for app items

Returns app items matching the searched text.

Podio

Filter app items

Returns items matching the specified criteria.

Podio

Get app item

Retrieves an app item with a given ID.

Podio

Create a task

Creates a new task.

Podio

Edit a task

Edits an existing task.

Podio

Delete a task

Deletes an existing task.

Podio

Create a comment

Creates a new comment.

Podio

Edit a comment

Edits an existing comment.

Podio

Delete a comment

Deletes an existing comment.

Podio

Create a status

Creates a new status.

Podio

Attach a file

Attaches a file to a given object.

Podio

Edit a status

Edits an existing status.

Podio

Get app field

Gets an app dropdown field and it's values.

Podio

Make an API call

Makes a raw API call. The module allows you to make an arbitrary API call using the existing connection.

Podio

Delete a status

Deletes an existing status.

Podio

Get contacts

Retrieves a list of contacts.

Podio

Complete a task

Completes a task.

Zoho Invoice

Create a Contact

Creates a contact with given information.

Zoho Invoice

Create a Contact Person

Creates a contact person for contact.

Zoho Invoice

Create a Credit Note

Creates a new credit note.

Zoho Invoice

Create a Expense Category

Creates a new expense category.

Zoho Invoice

Create an Estimate

Creates an estimate for your customer.

Zoho Invoice

Create an Expense

Creates a billable or non-billable expense.

Zoho Invoice

Create an Invoice

Creates an invoice for your customer.

Zoho Invoice

Create an Item

Creates a new item.

Zoho Invoice

Create a Payment

Creates a new payment.

Zoho Invoice

Create a Price List

Creates a new price list.

Zoho Invoice

Create a Project

Creates a new project.

Zoho Invoice

Create a Recurring Expense

Creates a new recurring expense.

Zoho Invoice

Create a Recurring Invoice

Creates a new recurring invoice.

Zoho Invoice

Delete a Contact

Delete an existing Contact.

Zoho Invoice

Delete a Contact Person

Delete an existing contact person.

Zoho Invoice

Delete a Credit Note

Deletes an existing credit note.

Zoho Invoice

Delete an Estimate

Deletes an existing estimate.

Zoho Invoice

Delete an Expense

Deletes an existing expense.

Zoho Invoice

Delete an Invoice

Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.

Zoho Invoice

Delete an Item

Deletes an existing item. Items that are part of a transaction cannot be deleted.

Zoho Invoice

Delete a Payment

Deletes an existing payment.

Zoho Invoice

Delete a Price List

Deletes a price list.

Zoho Invoice

Delete a Project

Deletes an existing project.

Zoho Invoice

Delete a Recurring Expense

Deletes an existing recurring expense.

Zoho Invoice

Delete a Recurring Invoice

Deletes an existing recurring invoice.

Zoho Invoice

Delete a Task

Deletes a task added to a project.

Zoho Invoice

Delete a Time Entry

Deetes a logged time entry.

Zoho Invoice

Email a Credit Note

Email a credit note.

Zoho Invoice

Email an Invoice

Emails an invoice to the customer. Input json string is not mandatory. If input json string is empty, mail will be send with default mail content.

Zoho Invoice

Get a Contact

Get details of a contact.

Zoho Invoice

Get a Contact Person

Get the details of a contact person.

Zoho Invoice

Get a Credit Note

Gets details of an existing credit note.

Zoho Invoice

Get an Estimate

Get the details of an estimate.

Zoho Invoice

Get an Expense

Gets the detail of the expense.

Zoho Invoice

Get an Invoice

Gets the details of an invoice.

Zoho Invoice

Get an Item

Fetches details of an existing item.

Zoho Invoice

Get a Payment

Gets the details of an existing payment.

Zoho Invoice

Get a Price List

Fetches the details of an existing price list.

Zoho Invoice

Get a Project

Gets the details of a project.

Zoho Invoice

Get a Recurring Expense

Gets the details of the recurring expense.

Zoho Invoice

Get a Recurring Invoice

Gets the details of a recurring invoice.

Zoho Invoice

Get a Time Entry

Gets details of a time entry.

Zoho Invoice

Log Time Entries

Logs time entries.

Zoho Invoice

Make an API Call

Performs an arbitrary authorized API call.

Zoho Invoice

Mark a Contact Active/Inactive

Mark a contact as active or inactive.

Zoho Invoice

Mark a Contact Person Primary

Marks a contact person as primary for contact.

Zoho Invoice

Mark an Estimate Sent/Accepted/Declined

Marks a draft estimate as send, accepted or declined.

Zoho Invoice

Mark an Invoice Sent/Void/Draft

Marks a invoice as sent, void, or draft.

Zoho Invoice

Mark an Item Active/Inactive

Marks an item as active or inactive.

Zoho Invoice

Mark a Project Active/Inactive

Marks project as active or inactive.

Zoho Invoice

Mark a Recurring Invoice Stop/Resume

Stops or resumes an active recurring invoice.

Zoho Invoice

Refund a Credit Note

Refunds credit note amount.

Zoho Invoice

Refund a Payment

Refund the excess amount paid by the customer.

Zoho Invoice

Update a Contact

Update an existing contact. To delete a contact person remove it from the contact persons list.

Zoho Invoice

Update a Contact Person

Update details of an existing contact person.

Zoho Invoice

Update a Credit Note

Update details of an existing credit note.

Zoho Invoice

Update an Estimate

Updates an existing estimate. To delete a line item just remove it from the line items list.

Zoho Invoice

Update an Expense

Update an existing expense.

Zoho Invoice

Update an Invoice

Updates an existing invoice. To delete a line item just remove it from the line items list.

Zoho Invoice

Update an Item

Updates the details of an existing item.

Zoho Invoice

Update a Payment

Updates an existing payment information.

Zoho Invoice

Update a Price List

Updates an existing Price List.

Zoho Invoice

Update a Project

Updates details of a project.

Zoho Invoice

Update a Recurring Expense

Updates an exsiting recurring expense.

Zoho Invoice

Update a Recurring Invoice

Updates a recurring invoice.

Zoho Invoice

Update a Task

Updates the details of an existing task.

Zoho Invoice

Update a Time Entry

Updates logged time entry.

Searches

Zoho Invoice

List Contact Persons

Lists all contact persons with pagination.

Zoho Invoice

List Contacts

Lists all contacts with pagination.

Zoho Invoice

List Credit Notes

Lists all the credit notes.

Zoho Invoice

List Estimates

Lists all estimates with pagination.

Zoho Invoice

List Expense Categories

List Expense categories along with pagination.

Zoho Invoice

List Expenses

List all the expenses with pagination.

Zoho Invoice

List Invoices

Lists all invoices with pagination.

Zoho Invoice

List Items

Gets the list of all active items with pagination.

Zoho Invoice

List Payment Refunds

Lists all the refunds pertaining to an existing customer payment.

Zoho Invoice

List Payments

Lists all the payments made by your customer.

Zoho Invoice

List Price Lists

Gets the list of all the price lists with pagination.

Zoho Invoice

List Projects

Lists all projects with pagination.

Zoho Invoice

List Recurring Expenses

Lists all the expenses with pagination.

Zoho Invoice

List Recurring Invoices

Lists the details of all recurring invoices.

Zoho Invoice

List Time Entries

Lists all time entries with pagination.