proposal-&-invoice-management · accounting · 0 triggers · 137 actions
Zoho Invoice simplifies billing, recurring payments, and expense management, helping freelancers and small businesses send professional invoices Add Zoho Invoice to your Stream Deck workflows with guided setup for the connection details it needs.
Add Zoho Invoice to a workflow and pair it with a Stream Deck button to run it in one press — handy for proposal-&-invoice-management tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Zoho Invoice.
Tool 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.
Tool 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.
Tool 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.
Tool 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.
Tool to create a contact in Zoho Invoice. Use when you need to add a new customer or vendor to the system.
Tool 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.
Tool to create a new currency in Zoho Invoice. Use when you need to add a currency with specific code, symbol, and formatting options.
Tool 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.
Zoho Invoice simplifies billing, recurring payments, and expense management, helping freelancers and small businesses send professional invoices
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Zoho Invoice. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a Zoho Invoice action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
Sign up for free and start building Zoho Invoice workflows in minutes.