Monday.com + Zoho Invoice Integration

Integrate Monday.com to Zoho Invoice in one click, or tell Integrately AI how you want each item handled. Create invoices, update boards, notify your team, and track payments automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • Zoho Invoice
    Invoice is created in Zoho Invoice Instant
  • Zoho Invoice
    Customer is created in Zoho Invoice Instant
  • Zoho Invoice
    Item is created in Zoho Invoice Instant
  • Zoho Invoice
    Contact person is created in Zoho Invoice
  • Zoho Invoice
    Project is created in Zoho Invoice Instant
  • Zoho Invoice
    Estimate is created in Zoho Invoice Instant
Arrow Right
2.
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com
  • Zoho Invoice
    Search invoice by email in Zoho Invoice
  • Zoho Invoice
    Update invoice in Zoho Invoice
  • Zoho Invoice
    Create invoice in Zoho Invoice
  • Zoho Invoice
    Create contact in Zoho Invoice
  • Zoho Invoice
    Search contact in Zoho Invoice
  • Zoho Invoice
    Create new estimate in Zoho Invoice
  • Zoho Invoice
    Create new item in Zoho Invoice
  • Zoho Invoice
    Get invoice by ID in Zoho Invoice
  • Zoho Invoice
    Create contact person in Zoho Invoice

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready WorkflowsReady Workflows   for Monday.com + Zoho Invoice Integration

Create invoices, track projects, update contacts, notify your team, and manage billings, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Monday.com + Zoho Invoice flow

Send invoices to your CRM, log payment records in spreadsheets, and alert your team the moment updates occur. Pick a combination and activate it in one click.

Monday.com
Zoho Invoice
+
StripeStripe (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
QuickBooks OnlineQuickBooks Online (3)
S
Z
M
When a Stripe payment is created, create an invoice in Zoho Invoice and add an item in Monday.com
Stripe payments instantly trigger a new Zoho Invoice invoice and log an item in Monday.com without manual entry.
S
Z
M
Create a Zoho Invoice invoice when a Stripe charge succeeds, and update the item in Monday.com
Keep your Monday.com boards updated with payment statuses from Zoho Invoice and Stripe.
M
Z
S
When an item is created in Monday.com, create a customer in Zoho Invoice and record payment in Stripe
Streamline new client onboarding by connecting Monday.com project setup with Zoho Invoice and Stripe.

Supported triggers and actions for Monday.com and Zoho Invoice

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
Try it →
Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it →
Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
Try it →
Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
Try it →
Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
Try it →
Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
Try it →
Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
Try it →
Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
Try it →
Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it →
Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
Try it →
Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
Try it →
Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
Try it →
Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
Try it →
Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
Try it →
Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
Try it →
Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
Try it →
Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
Try it →
Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
Try it →
Update is created in Monday.com
Triggers the automation when an update is created
Try it →
Board is created in Monday.com
Triggers the automation when a new board is created
Try it →
User joins in Monday.com
Triggers the automation when a new user joins the platform
Try it →
Create item in Monday.com
Generates a new item
Try it →
Get subitem by id in Monday.com
Try it →
Search multiple items in Monday.com
Locates and retrieves items information
Try it →
Update group in Monday.com
Try it →
Move item to board in Monday.com
Try it →
Move item to group in Monday.com
Try it →
Search item in Monday.com
Locates and retrieves particular item information
Try it →
Update item in Monday.com
Updates an item with new information
Try it →
Get item details by id in Monday.com
Retrieves detailed information of a item using its id
Try it →
Create subitem in Monday.com
Creates a new subitem
Try it →
Archive item in Monday.com
Store an item for future reference
Try it →
Delete item in Monday.com
Removes the selected item
Try it →
Create update in Monday.com
Creates a new update
Try it →
Create column in Monday.com
Adds a new column to a dataset or spreadsheet
Try it →
Upload file to specific item in Monday.com
Uploads a file to a item within a system
Try it →
Create board in Monday.com
Generates a new board
Try it →
Archive board in Monday.com
Archive board to store historical data
Try it →
Create group in Monday.com
Creates a new group based on particular criteria
Try it →
Duplicate group in Monday.com
Creates a copy of an existing group
Try it →
Delete group in Monday.com
Removes a particular group from the system
Try it →
Archive group in Monday.com
Archives a particular group for future reference
Try it →
Add user to board in Monday.com
Adds a user to a board
Try it →
Add user to workspace in Monday.com
Adds a user to the particular workspace
Try it →
Create tag in Monday.com
Generates a new tag
Try it →
Create workspace in Monday.com
Creates a new workspace
Try it →
Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
Try it →
Add team to board in Monday.com
Adds a team to the board
Try it →
Search subitem in Monday.com
Automatically searches for a specific subitem
Try it →
Update subitem in Monday.com
Automatically updates an existing subitem
Try it →
Zoho Invoice
Zoho Invoice Triggers & Actions
Instant
Invoice is created in Zoho Invoice
Triggers the automation when any invoice is added or modified
Try it →
Instant
Customer is created in Zoho Invoice
Triggers the automation when a new customer is created
Try it →
Instant
Item is created in Zoho Invoice
Triggers the automation when a new item is created
Try it →
Contact person is created in Zoho Invoice
Triggers the automation when a new contact person is created
Try it →
Instant
Project is created in Zoho Invoice
Triggers the automation when a new project is created
Try it →
Instant
Estimate is created in Zoho Invoice
Triggers the automation when a new estimate is created
Try it →
Search invoice by email in Zoho Invoice
Searches for an invoice using email address
Try it →
Update invoice in Zoho Invoice
Updates an invoice
Try it →
Create invoice in Zoho Invoice
Generates invoices for sales transactions
Try it →
Create contact in Zoho Invoice
Adds a new contact to the database
Try it →
Search contact in Zoho Invoice
Finds and retrieves contact information
Try it →
Create new estimate in Zoho Invoice
Creates a new estimate
Try it →
Create new item in Zoho Invoice
Creates a new item
Try it →
Get invoice by ID in Zoho Invoice
Retrieves a invoice using its id
Try it →
Create contact person in Zoho Invoice
Adds a new contact person to the database
Try it →

What can you automate with Monday.com + Zoho Invoice?

Streamline your billing and project management workflows by connecting Monday.com and Zoho Invoice.

What you can automate?
🔄
Sync invoices and project items automatically
Create a Zoho Invoice invoice whenever a new item is created in Monday.com, or generate a board item when an invoice is issued. Eliminate manual double-handling between your project and billing tools.
📝
Capture every submitted invoice field
Map specific line items, customer details, tax rates, and notes from Zoho Invoice directly into your Monday.com board columns instead of transferring basic summaries.
🔔
Notify your team as soon as bills are issued
Send instant notifications to your finance or project channels the moment an invoice is created or paid, keeping all stakeholders informed without manual check-ins.
🔀
Route records based on invoice values
Assign high-value invoices to senior account managers in Monday.com while standard billing records route to your general project board automatically.
🔄
Keep project boards updated when invoices change
Update existing Monday.com items whenever a Zoho Invoice invoice status changes to paid, overdue, or cancelled, ensuring your boards reflect real-time financial data.
🔍
Search and update instead of creating duplicates
Check whether a customer or invoice already exists in Monday.com before creating a new item, keeping your boards clean and preventing duplicate records.
💳
Manage payment milestones and updates
Trigger status updates on your Monday.com project boards the moment a customer payment is created or updated in Zoho Invoice.
💬
Extend your billing workflow to Slack
Connect your Monday.com and Zoho Invoice core workflow with Slack to broadcast payment updates and invoice creations directly to your team channels.
And much more...

Who is Monday.com + Zoho Invoice integration for?

Connecting Monday.com and Zoho Invoice helps project managers, finance teams, and business owners eliminate manual data entry, keep project tracking accurate, and streamline billing workflows.

Finance managers
Finance managers
Operations leads
Operations leads
Account managers
Account managers
Billing specialists
Billing specialists
Project coordinators
Project coordinators
Business analysts
Business analysts
📈
Finance managers
You rely on accurate billing reports to make revenue decisions, but manual invoice logging leaves your financial sheets outdated — automating both apps means every new transaction updates instantly and your figures remain reliable.
Operations leads
You need to track project milestones as they occur, but communication gaps between billing and project boards delay your responses — this integration means every invoice triggers project tasks the moment it is generated.
🤝
Account managers
You answer client inquiries about project and billing statuses, but disconnected tools force you to cross-reference multiple platforms manually — connecting these apps means your client data stays synchronised across every workspace.
📋
Billing specialists
You handle high volumes of recurring invoices and struggle to keep project boards updated by hand as payments clear — automating both apps means invoice statuses reflect on your boards without manual data entry.
🔨
Project coordinators
You depend on upstream client sign-offs to kick off new tasks, but handoff delays stall your team's workflow — integrating these apps means new client records instantly generate the necessary tracking items.
📊
Business analysts
You audit historical project and financial records, but manual data transfers create persistent gaps in your audit trail — automating both apps means every record is captured accurately from day one.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Monday.com + Zoho Invoice

Build and manage your Monday.com + Zoho Invoice automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Monday.com + Zoho Invoice with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Monday.com to Zoho Invoice?
Frequently Asked Questions
You can connect Monday.com to Zoho Invoice in one click using ready templates or Integrately AI. Set up your workflow between Monday.com, Zoho Invoice, and apps like Slack, HubSpot, and Google Drive without writing code.
Can I automatically create a Zoho Invoice invoice when a Monday.com item is created?
Frequently Asked Questions
Can I connect Monday.com, Zoho Invoice, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Monday.com and Zoho Invoice?
Frequently Asked Questions
How do Monday.com items trigger invoices in Zoho Invoice?
Frequently Asked Questions
How does Zoho Invoice update Monday.com project boards?
Frequently Asked Questions
Do I need coding skills to automate Monday.com and Zoho Invoice?
Frequently Asked Questions
Is the Monday.com and Zoho Invoice integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Monday.com or Zoho Invoice With 1500+ Other Apps

Monday.com
Popular Monday.com Integrations
Connect project management tools with CRMs, scheduling apps, and communication platforms to streamline team collaboration.
Zoho Invoice
Popular Zoho Invoice Integrations
Sync invoicing software with payment processors, customer support tools, and reporting dashboards to maintain financial visibility.