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Automatically generate Zoho Invoice invoices from SmartSuite project updates. Latenode’s visual editor simplifies complex logic, while affordable execution-based pricing keeps costs down as you scale invoice automation.
Connect SmartSuite and Zoho Invoice in minutes with Latenode.
Create SmartSuite to Zoho Invoice workflow
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Create a New Scenario to Connect SmartSuite and Zoho Invoice
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a SmartSuite, triggered by another scenario, or executed manually (for testing purposes). In most cases, SmartSuite or Zoho Invoice will be your first step. To do this, click "Choose an app," find SmartSuite or Zoho Invoice, and select the appropriate trigger to start the scenario.
Add the SmartSuite Node
Select the SmartSuite node from the app selection panel on the right.
SmartSuite
Configure the SmartSuite
Click on the SmartSuite node to configure it. You can modify the SmartSuite URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Zoho Invoice Node
Next, click the plus (+) icon on the SmartSuite node, select Zoho Invoice from the list of available apps, and choose the action you need from the list of nodes within Zoho Invoice.
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Zoho Invoice
Authenticate Zoho Invoice
Now, click the Zoho Invoice node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Invoice settings. Authentication allows you to use Zoho Invoice through Latenode.
Configure the SmartSuite and Zoho Invoice Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the SmartSuite and Zoho Invoice Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Zoho Invoice
Trigger on Webhook
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SmartSuite
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring SmartSuite, Zoho Invoice, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the SmartSuite and Zoho Invoice integration works as expected. Depending on your setup, data should flow between SmartSuite and Zoho Invoice (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
SmartSuite + Zoho Invoice + Slack: When a new project is created in SmartSuite, an invoice is automatically generated in Zoho Invoice. A notification is then sent to a designated Slack channel to inform the team about the new project and invoice.
Zoho Invoice + SmartSuite + Zoho CRM: When a new invoice is created in Zoho Invoice, this triggers an update of the corresponding project status in SmartSuite. Simultaneously, the customer information in Zoho CRM is updated or created if it doesn't exist.
About SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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About Zoho Invoice
Use Zoho Invoice in Latenode to automate invoice creation and payment tracking. Trigger invoice generation from CRM updates or schedule recurring invoices without manual work. Latenode adds flexible logic, data transformation, and custom notifications to your invoicing workflows. Integrate directly with accounting tools and payment gateways, all in one visual automation.
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How can I connect my SmartSuite account to Zoho Invoice using Latenode?
To connect your SmartSuite account to Zoho Invoice on Latenode, follow these steps:
Can I automatically generate invoices from SmartSuite project updates?
Yes, you can! Latenode's visual editor makes this simple. Trigger invoice creation in Zoho Invoice based on status changes in SmartSuite, streamlining your billing process.
What types of tasks can I perform by integrating SmartSuite with Zoho Invoice?
Integrating SmartSuite with Zoho Invoice allows you to perform various tasks, including:
How do I handle errors during SmartSuite and Zoho Invoice data syncing?
Latenode provides robust error handling. You can set up notifications and automated retries to ensure data integrity.
Are there any limitations to the SmartSuite and Zoho Invoice integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: