Zoho Invoice + Smaily Integration

Integrate Smaily to Zoho Invoice in one click, or tell Integrately AI how you want each customer handled. Create subscribers, update invoices, sync contact details, and trigger follow-up workflows automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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.
  • 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
  • Smaily
    Create or update subscriber in Smaily
  • Smaily
    Search subscriber in Smaily
  • Smaily
    Trigger automation workflow in Smaily
  • Smaily
    Create and launch campaign in Smaily
  • Smaily
    Send message in Smaily

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 ย  for Zoho Invoice + Smaily Integration

Sync new customers to Smaily, create subscribers from paid invoices, handle status updates, and launch targeted campaigns, all in just one click.

Sorry, we donโ€™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 Smaily + Zoho Invoice flow

Sync customer data and invoice updates to your CRM, alert your team, and log records in sheets. Pick a combination and activate it in one click.

Zoho Invoice
Smaily
+
StripeStripe (6)
+
Zoho CRMZoho CRM (6)
+
Google SheetsGoogle Sheets (6)
+
HubSpotHubSpot (6)
+
SlackSlack (6)
+
MailchimpMailchimp (6)
S
Z
S
When a Stripe payment succeeds, create a Zoho Invoice invoice and add the customer as a subscriber in Smaily.
Paid Stripe transactions generate a new invoice in Zoho Invoice and update your Smaily subscriber list instantly, keeping your financial and marketing records perfectly aligned.
S
Z
S
When a new customer is created in Stripe, create a Zoho Invoice contact and search the subscriber in Smaily.
New Stripe customers appear in Zoho Invoice and get checked in Smaily instantly, keeping your database unified across billing and marketing.
Z
S
S
When an invoice is created in Zoho Invoice, record the transaction in Stripe and trigger an automation workflow in Smaily.
Zoho Invoice creation triggers a Stripe record and starts your Smaily workflow immediately, keeping your revenue tracking and email sequences in sync.
S
Z
S
If a Stripe subscription is updated, update the matching Zoho Invoice invoice and create or update the subscriber in Smaily.
Subscription changes in Stripe update your Zoho Invoice records and refresh subscriber details in Smaily automatically.
Z
S
S
When a Zoho Invoice estimate is created, search the contact in Stripe and send a welcome message in Smaily.
New estimates in Zoho Invoice check your Stripe customer database and dispatch a Smaily message instantly.
S
Z
S
Use ChatGPT to summarise new Stripe payment details, create a Zoho Invoice record, and trigger a Smaily workflow.
ChatGPT summarises incoming Stripe payments before Zoho Invoice records them and Smaily launches your follow-up sequence.

Supported triggers and actions for Zoho Invoice and Smaily

Mix and match to build the exact automation you need

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 โ†’
Instant
Customer is created in Zoho Invoice
Triggers the automation when a new customer is created
Try it โ†’
Instant
Item is created in Zoho Invoice
Triggers the automation when a new item is created
Try it โ†’
Contact person is created in Zoho Invoice
Triggers the automation when a new contact person is created
Try it โ†’
Instant
Project is created in Zoho Invoice
Triggers the automation when a new project is created
Try it โ†’
Instant
Estimate is created in Zoho Invoice
Triggers the automation when a new estimate is created
Try it โ†’
Search invoice by email in Zoho Invoice
Searches for an invoice using email address
Try it โ†’
Update invoice in Zoho Invoice
Updates an invoice
Try it โ†’
Create invoice in Zoho Invoice
Generates invoices for sales transactions
Try it โ†’
Create contact in Zoho Invoice
Adds a new contact to the database
Try it โ†’
Search contact in Zoho Invoice
Finds and retrieves contact information
Try it โ†’
Create new estimate in Zoho Invoice
Creates a new estimate
Try it โ†’
Create new item in Zoho Invoice
Creates a new item
Try it โ†’
Get invoice by ID in Zoho Invoice
Retrieves a invoice using its id
Try it โ†’
Create contact person in Zoho Invoice
Adds a new contact person to the database
Try it โ†’
Smaily
Smaily Triggers & Actions
No trigger is available
Create or update subscriber in Smaily
Generates a new invoice
Try it โ†’
Search subscriber in Smaily
Looks up and retrieves subscriber information
Try it โ†’
Trigger automation workflow in Smaily
Initiates an automation workflow
Try it โ†’
Create and launch campaign in Smaily
Creates and launch a targeted marketing campaign
Try it โ†’
Send message in Smaily
Delivers a message to a designated recipient
Try it โ†’

What can you automate with Smaily + Zoho Invoice?

Streamline your billing and email marketing operations with ready-made workflows designed to eliminate manual data entry.

What you can automate?
๐Ÿ”„
Sync new customers into your email marketing platform
Automatically create or update subscribers in Smaily whenever a new customer is created in Zoho Invoice, keeping your marketing lists fully populated with active buyers.
๐Ÿงพ
Capture every invoice detail for targeted campaigns
Map available invoice data from Zoho Invoice into your Smaily workflows to trigger personalised email sequences based on specific billing milestones.
๐Ÿ””
Notify your team the moment payments are received
Send instant channel messages in Slack or trigger Smaily workflows as soon as a customer payment is created or updated in Zoho Invoice.
๐Ÿ”€
Route subscribers based on submitted invoice criteria
Trigger different Smaily automation workflows depending on whether a recurring invoice, credit note, or standard invoice is created in Zoho Invoice.
๐Ÿ“Š
Keep your subscriber database fully up to date
Ensure contact details, email addresses, and customer profiles stay synchronized across Smaily and Zoho Invoice as accounts evolve.
๐Ÿ”
Search and verify existing subscriber records
Automatically search subscriber profiles in Smaily whenever an estimate or invoice is generated in Zoho Invoice to prevent duplicate entries.
โšก
Handle later billing status changes instantly
Trigger automated marketing responses or subscriber updates whenever invoice statuses, customer payments, or recurring invoices are modified.
๐Ÿ”—
Extend your workflow to external team apps
Connect your Smaily and Zoho Invoice data flow to Slack, Google Sheets, HubSpot, or Zoho CRM to keep your entire organisation aligned.
And much more...

Who is Smaily + Zoho Invoice integration for?

Connecting Smaily and Zoho Invoice helps businesses streamline customer data management, automate subscriber syncs, and keep billing and marketing workflows fully aligned without manual data entry.

Finance managers
Finance managers
Sales operations teams
Sales operations teams
Account managers
Account managers
E-commerce store owners
E-commerce store owners
Customer success leads
Customer success leads
Operations directors
Operations directors
๐Ÿ“ˆ
Finance managers
You're reviewing revenue reports and payment metrics, but your subscriber lists only update when someone manually exports customer files, so the counts you're planning campaigns against are always a few hours behind โ€” with this integration, every new customer record syncs instantly and your data stays current.
โšก
Sales operations teams
You need to act fast on new invoices and customer creations, but you find out too late because billing notifications sit unread in accounting inboxes โ€” automating both apps means every payment and invoice triggers immediate subscriber updates so your outreach is never delayed.
๐Ÿค
Account managers
You answer to clients who expect their accounts and newsletter subscriptions to reflect billing changes immediately, but manual updates lead to embarrassing discrepancies โ€” integrating these apps means client profiles update simultaneously across your billing and marketing platforms.
๐Ÿ›’
E-commerce store owners
The volume of new customer orders and recurring invoices is too high for anyone to keep up by hand, resulting in missed newsletter signups and fragmented databases โ€” with this integration, every customer and invoice automatically populates your marketing tool without human error.
๐ŸŽฏ
Customer success leads
You own the onboarding stage and depend on someone upstream to hand over customer details from invoices, but handoffs get missed and new buyers slip through the cracks โ€” automating both apps means customer data flows instantly from billing to email marketing the moment an account is created.
๐Ÿ“‹
Operations directors
You need a reliable audit history for every financial transaction and subscriber interaction, but you keep finding gaps caused by manual copying between accounting and marketing software โ€” connecting these apps means every transaction maintains an uncompromised digital trail.
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 Zoho Invoice + Smaily

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

1,500+ apps connected
1,500+ apps connected
Connect Zoho Invoice + Smaily 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 โ€” 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
Thatโ€™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
๐Ÿ˜
750 Tasks
in $19.99
Integrately
๐Ÿ˜
2,000 Tasks
in $19.99

Trusted byย 42,000+ย Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

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

Frequently Asked Questions

How do I connect Smaily to Zoho Invoice?
Frequently Asked Questions
You can connect Smaily to Zoho Invoice in 1 click using ready-made templates on Integrately, or ask Integrately AI to build the automation and map the fields. It works seamlessly with Stripe, Zoho CRM, Google Sheets, HubSpot, Slack, Mailchimp, and 1,500+ other apps.
Can I automatically sync new Zoho Invoice customers to my Smaily subscriber list?
Frequently Asked Questions
Can I connect Smaily, Zoho Invoice, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Smaily and Zoho Invoice?
Frequently Asked Questions
How are customer records handled between Smaily and Zoho Invoice?
Frequently Asked Questions
Can I update invoices and trigger Smaily campaigns automatically?
Frequently Asked Questions
Do I need coding skills to automate Smaily and Zoho Invoice?
Frequently Asked Questions
Is the Smaily 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 โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Smaily or Zoho Invoice With 1500+ Other Apps

Smaily
Popular Smaily Integrations
Connect email marketing with CRMs, analytics, and lead capture tools to manage subscriber engagement.
See All
Smaily Integrations arrow right
No popular apps found
Zoho Invoice
Popular Zoho Invoice Integrations
Sync accounting data with project management, reporting, and customer support tools to keep operations unified.