Zoho Invoice

The Zoho Invoice piece in ZBrain Flow provides integration with Zoho's invoicing platform, allowing you to automate billing operations and financial processes directly from your workflows. This connector enables you to interact with Zoho Invoice's functionality through its API without manual intervention. With Zoho Invoice integration, you can build automations that create and manage invoices, track payments, maintain customer billing information, and synchronize financial data with other business systems. This piece is ideal for finance teams and businesses looking to streamline their invoicing operations, automate repetitive billing tasks, and ensure consistent financial record-keeping across their digital ecosystem.

How to Use Zoho Invoice in ZBrain Flow

Step 1: Add Zoho Invoice to Your Flow

• Click on the '+' button in the Flow and search for Zoho Invoice.

• Select Zoho Invoice.

• The primary action available is 'Custom API Call', which provides flexible access to all Zoho Invoice API endpoints.

Step 2: Connect to Zoho Invoice

• From the 'Connection' dropdown, click on 'Create connection'.

• If creating a new connection, provide:

  • A descriptive 'Connection Name'

  • Your 'Redirect URL' for OAuth authentication

  • Your Zoho 'Client ID' from the Zoho API Console

  • Your Zoho 'Client Secret' from the Zoho API Console

  • From the 'Region' dropdown, select your Zoho account's geographic region

• Click 'Connect' to authenticate with your Zoho account.

• Click 'Save' to create the connection.

Step 3: Configure API Request

• From the 'Method' dropdown, select the appropriate HTTP method (GET, POST, PUT, DELETE, etc.).

Step 4: Set Additional Headers (Optional)

• Click 'Add Item' in the 'Headers' section to add any custom headers. Note that authorization headers are automatically injected from your connection.

Step 5: Add Query Parameters (Optional)

• Click 'Add Item' in the 'Query Parameters' section to add URL parameters.

Step 6: Provide Request Body (Optional)

• For POST, PUT, or PATCH requests, enter the JSON data to send in the 'Body' field.

Step 7: Configure Error Handling (Optional)

• Enable 'No Error on Failure' if you want the flow to continue even if the API request fails.

• Set a 'Timeout' value in seconds to limit the request duration.