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137 available actions

What your AI agent can do in Zoho Invoice

Zoho Invoice simplifies billing, recurring payments, and expense management, helping freelancers and small businesses send professional invoices This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get ContactTool to retrieve a specific contact by ID.
  • Get Contact AddressesTool to retrieve all addresses for a contact.
  • Add Invoice CommentTool to add a comment to an invoice.
  • Create ContactTool to create a contact in Zoho Invoice.
  • Update ContactTool to update an existing contact in Zoho Invoice.
  • Update Contact PersonTool to update a contact person in Zoho Invoice.

Browse all 137 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 52 actionsHide actions
  • Get All TasksTool to list all tasks in a Zoho Invoice project.
  • Get Client ReviewTool to retrieve details of a particular client review by comment ID.
  • Get ContactTool to retrieve a specific contact by ID.
  • Get Contact AddressesTool to retrieve all addresses for a contact.
  • Get Contact PersonTool to retrieve details of a specific contact person.
  • Get Credit NoteTool to retrieve the details of a specific credit note by creditnote_id.
  • Get Credit Note Email HistoryTool to retrieve email history for a credit note.
  • Get Credit Note RefundTool to retrieve details of a specific credit note refund.
  • Get ExpenseTool to retrieve a specific expense by ID.
  • Get InvoiceTool to retrieve the details of a specific invoice by invoice_id.
  • Get Invoice AttachmentTool to get invoice attachment details.
  • Get Invoice Email ContentTool to retrieve the email content for a specific invoice.
  • Get Zoho Invoice ItemTool to retrieve the details of a specific item by item_id.
  • Get Payment Reminder Mail ContentTool to retrieve payment reminder mail content for a specific invoice.
  • Get Price ListTool to retrieve the details of a specific price list by pricebook_id.
  • Get ProjectTool to retrieve details of a specific project by project ID.
  • Get Project UserTool to retrieve a specific user from a project.
  • Get Recurring InvoiceTool to retrieve the details of a specific recurring invoice by recurring_invoice_id.
  • Get Statement Mail ContentTool to retrieve statement mail content for a specific contact.
  • Get TaskTool to retrieve a specific task from a Zoho Invoice project.
  • Get TaxTool to retrieve details of a specific tax by tax_id.
  • Get Tax GroupTool to retrieve a specific tax group by ID.
  • Get Time EntryTool to retrieve a specific time entry from Zoho Invoice.
  • List Child Expenses CreatedTool to list child expenses created from a recurring expense.
  • List Client ReviewsTool to retrieve all client reviews for contacts.
  • List Contact CommentsTool to list all comments on a contact.
  • List Contact RefundsTool to list refunds associated with a contact.
  • List ContactsTool to list contacts.
  • List Credit NotesTool to list credit notes.
  • List CurrenciesTool to list all currencies configured for the organization.
  • List Customer Payment RefundsTool to list refunds of a customer payment.
  • List EmployeesTool to list all employees in the organization.
  • List EstimatesTool to list all estimates.
  • List Expense CategoriesTool to list all expense categories with optional filtering, sorting, and pagination.
  • List Expense CommentsTool to list expense history and comments.
  • List ExpensesList all expenses with optional filtering, sorting, and pagination.
  • List Invoice CommentsTool to list all comments and history for an invoice.
  • List Invoice PaymentsTool to list payments for a specific invoice.
  • List InvoicesTool to list invoices.
  • List Invoices CreditedTool to list invoices to which a specific credit note has been applied.
  • List ItemsTool to list all items.
  • List OrganizationsTool to list all organizations.
  • List PaymentsTool to list payments.
  • List Price ListsTool to list all price lists.
  • List Project CommentsTool to list all comments for a project.
  • List Project InvoicesTool to list all invoices for a specific project.
  • List ProjectsTool to list all projects.
  • List Project UsersTool to list all users assigned to a specific project.
  • List Recurring InvoicesTool to list recurring invoices.
  • List Retainer InvoicesTool to list retainer invoices.
  • List Retainer Invoice TemplatesTool to list retainer invoice templates.
  • List UsersTool to list users in a Zoho Invoice organization.
Create & communicateCreate records or send supported messagesView 26 actionsHide actions
  • Add Credit Note to InvoicesTool to apply a credit note to one or more invoices.
  • Add Invoice CommentTool to add a comment to an invoice.
  • Create Additional AddressTool to add an additional address to a contact.
  • Create ContactTool to create a contact in Zoho Invoice.
  • Create Contact PersonTool to create a contact person for an existing contact.
  • Create Credit NoteTool to create a credit note to refund or give credit to a customer.
  • Create Credit Note CommentTool to add a comment to a credit note.
  • Create CurrencyTool to create a new currency in Zoho Invoice.
  • Create Customer PaymentTool to create a customer payment in Zoho Invoice.
  • Create EmployeeTool to create an employee in Zoho Invoice.
  • Create EstimateTool to create a new estimate (quote) for a customer.
  • Create Estimate CommentTool to add a comment to an estimate.
  • Create Exchange RateTool to create an exchange rate for a specified currency.
  • Create Expense CategoryTool to create a new expense category in Zoho Invoice.
  • Create InvoiceTool to create a new invoice for a customer in Zoho Invoice.
  • Create ItemTool to create a new item in Zoho Invoice.
  • Create Project CommentTool to post a comment to a project.
  • Create Recurring InvoiceTool to create a recurring invoice profile that automatically generates invoices at specified intervals.
  • Create Refund Credit Note RefundsTool to create a refund for a credit note.
  • Create TaskTool to create a new task in a Zoho Invoice project.
  • Create TaxTool to create a new tax in Zoho Invoice.
  • Create Tax GroupTool to create a new tax group in Zoho Invoice.
  • Create Time EntryTool to log time entries for projects in Zoho Invoice.
  • Create Zoho Invoice UserTool to create a new user in Zoho Invoice.
  • Send Bulk Invoice ReminderTool to send payment reminders for multiple invoices in bulk.
  • Send Contact EmailTool to send an email to a contact in Zoho Invoice.
Update & manageChange and manage existing recordsView 22 actionsHide actions
  • Disable Contact Payment RemindersTool to disable payment reminders for a contact.
  • Disable Invoice Payment ReminderTool to disable payment reminders for an invoice.
  • Enable Invoice Payment ReminderTool to enable payment reminders for an invoice.
  • Enable Payment RemindersTool to enable payment reminders for a contact.
  • Enable Portal AccessTool to enable portal access for contact persons in Zoho Invoice.
  • Mark Contact as ActiveTool to mark an inactive contact as active.
  • Mark Contact as InactiveTool to mark a contact as inactive in Zoho Invoice.
  • Mark Contact Person as PrimaryTool to mark a contact person as primary in Zoho Invoice.
  • Mark Estimate as DeclinedTool to mark an estimate as declined.
  • Mark Expense Category as ActiveTool to mark an inactive expense category as active.
  • Mark Invoice as SentTool to mark an invoice as sent.
  • Mark Invoice as VoidTool to mark an invoice as void.
  • Mark Item as InactiveTool to mark an active item as inactive.
  • Mark Retainer Invoice as SentTool to mark a retainer invoice as sent.
  • Start TimerTool to start a timer on an existing time entry in Zoho Invoice.
  • Update Additional AddressTool to update an additional address for a contact.
  • Update ContactTool to update an existing contact in Zoho Invoice.
  • Update Contact PersonTool to update a contact person in Zoho Invoice.
  • Update Credit NoteTool to update an existing credit note in Zoho Invoice.
  • Update Credit Note TemplateTool to update the template associated with a credit note.
  • Update Customer Payment RefundTool to update an existing customer payment refund.
  • Update Estimate Shipping AddressTool to update the shipping address for an estimate.
Remove & cancelRemove records or cancel supported workView 23 actionsHide actions
  • Cancel Write Off InvoiceTool to cancel a write-off on an invoice.
  • Delete Additional AddressTool to delete an additional address from a contact.
  • Delete ContactTool to delete a contact from Zoho Invoice.
  • Delete Contact PersonTool to delete a contact person from Zoho Invoice.
  • Delete Credit Notes Applied to InvoiceTool to delete invoices credited from a credit note.
  • Delete CurrencyTool to delete a currency from Zoho Invoice settings.
  • Delete Customer PaymentTool to delete an existing payment from Zoho Invoice.
  • Delete EmployeeTool to delete an employee from Zoho Invoice.
  • Delete Estimate CommentTool to delete a comment from an estimate.
  • Delete EstimatesTool to delete one or more estimates (quotes).
  • Delete ExpenseTool to delete an expense from Zoho Invoice.
  • Delete Expense CategoryTool to delete an expense category from Zoho Invoice.
  • Delete InvoiceTool to delete an existing invoice from Zoho Invoice.
  • Delete Invoice AttachmentTool to delete an attachment from an invoice.
  • Delete Invoice CommentTool to delete a comment from an invoice.
  • Delete Invoice Expense ReceiptTool to delete the receipt attached to an expense in Zoho Invoice.
  • Delete ItemTool to delete an existing item from Zoho Invoice.
  • Delete ProjectTool to delete a project from Zoho Invoice.
  • Delete Project CommentTool to delete a comment from a project.
  • Delete TaxTool to delete a simple or compound tax from Zoho Invoice settings.
  • Delete TaskTool to delete a task from a Zoho Invoice project.
  • Delete Time EntryTool to delete a time entry from Zoho Invoice.
  • Delete UserTool to delete a user from Zoho Invoice.
Other actionsSpecialist and administrative actions.View 14 actionsHide actions
  • Apply Credits to InvoiceTool to apply credit notes to an invoice in Zoho Invoice.
  • Clone Zoho Invoice ProjectTool to clone an existing project.
  • Email Contact StatementTool to email a statement to a contact in Zoho Invoice.
  • Email EstimateTool to email an estimate to a customer.
  • Email InvoiceTool to email an invoice to customers.
  • Email Multiple EstimatesTool to send estimates via email to customers in bulk.
  • Bulk Export InvoicesTool to bulk export multiple invoices as a single PDF file.
  • Inactivate ProjectTool to deactivate a project in Zoho Invoice.
  • Bulk Print EstimatesTool to bulk print multiple estimates as PDF.
  • Bulk Print InvoicesTool to bulk print invoices as PDF.
  • Refund Customer PaymentTool to refund an excess customer payment.
  • Resume Recurring InvoiceTool to resume a recurring invoice in Zoho Invoice.
  • Stop Recurring InvoiceTool to stop a recurring invoice in Zoho Invoice.
  • Write Off InvoiceTool to write off an invoice.

Connection record

A connection you can control.

Sign-in
OAuth sign-in
Setup
Sign in with your own Zoho Invoice account. Access is limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Zoho Invoice

How does the agent connect to Zoho Invoice?
You sign in with your own Zoho Invoice account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Zoho Invoice at any time.
What can the agent actually do in Zoho Invoice?
The page above lists the 137 actions currently available through the Zoho Invoice connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Zoho Invoice included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Zoho Invoice is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Zoho Invoice to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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