Create Zoho Invoice contact for new Wrike task
Wrike + Zoho Invoice Integration
Zoho Invoice + Wrike Integration
Integrate Wrike to Zoho Invoice in one click, or tell Integrately AI how you want each task handled. Generate invoices, log timelogs, update customer records, and notify your team automatically.
Free forever.Use premium features free for 14 days.1.
Customer payment is updated in Zoho Invoice Instant- Recurring Invoice is created in Zoho Invoice Instant
- Recurring Invoice is updated in Zoho Invoice Instant
- Credit note is created in Zoho Invoice Instant
- Project is created in Zoho Invoice Instant
- Invoice is created in Zoho Invoice Instant
- Estimate is created in Zoho Invoice Instant
- Customer is created in Zoho Invoice Instant
- Item is created in Zoho Invoice Instant
- Invoice is updated in Zoho Invoice Instant
- Customer payment is created in Zoho Invoice Instant
- Contact person is created in Zoho Invoice
- Invoice status is updated in Zoho Invoice Instant
Task is created in Wrike Instant- Task status is changed in Wrike Instant
- Comment is created in Wrike Instant
- Folder is created in Wrike Instant
- Attachment is added in Wrike Instant
2.
- Create invoice in Zoho Invoice
- Create contact in Zoho Invoice
- Search contact in Zoho Invoice
- Create new estimate in Zoho Invoice
- Create new item in Zoho Invoice
- Get invoice by ID in Zoho Invoice
- Create contact person in Zoho Invoice
- Update invoice in Zoho Invoice
- Search invoice by email in Zoho Invoice
- Create task in Wrike
- Get task by Id in Wrike
- Create a timelog in Wrike
- Create folder in Wrike
- Add a comment in task in Wrike
- Add a comment in folder in Wrike
- Create project in Wrike
- Get folder by Id in Wrike
Trusted by experts at...
Ready Workflows for Wrike + Zoho Invoice Integration
Create invoices, log time entries, organise project folders, update customer records, and sync task details, all in just one click.
Most popular automation
Create Wrike task for new Zoho Invoice contact
Zoho Invoice and Wrike are both powerful tools that, when used correctly, can help you become more productive.
When you create a contact in Zoho Invoice, do you also create a task in Wrike? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
See moreWhen you create a contact in Zoho Invoice, do you also create a task in Wrike? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Connect more apps to your Wrike + Zoho Invoice flow
Sync financial data with messaging, time tracking, cloud storage, task management, payment processing, and email tools. Pick a combination and activate it in one click.
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Slack (4)
Slack (4) +
Toggl (4)
Toggl (4) +
Google Drive (4)
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Asana (4)
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Stripe (4)
Stripe (4) +
Gmail (4)
Gmail (4) W
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Create a Zoho Invoice invoice when a task is created in Wrike, and notify your finance channel in Slack
New Wrike tasks instantly generate invoices in Zoho Invoice while alerting your finance channel in Slack, removing manual data entry.
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When a Wrike task status is changed, update the Zoho Invoice invoice and post the update in Slack
Task status updates in Wrike automatically refresh your Zoho Invoice records and notify your team in Slack.
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When a new customer is created in Zoho Invoice, create a Wrike project and notify your sales channel in Slack
New Zoho Invoice customers trigger a project setup in Wrike with instant Slack team notifications.
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Use Claude to evaluate Wrike task comments, create a Zoho Invoice invoice, and notify your team in Slack
Claude reviews Wrike comments to trigger accurate Zoho Invoice billing and alert your team in Slack.
Supported triggers and actions for Zoho Invoice and Wrike
Mix and match to build the exact automation you need
Zoho Invoice Triggers & Actions
Instant
Customer payment is updated in Zoho Invoice
Triggers the automation when a customer payment is update
Try it → Instant
Recurring Invoice is created in Zoho Invoice
Triggers the automation when an recurring invoice is created
Try it → Instant
Recurring Invoice is updated in Zoho Invoice
Triggers the automation when an recurring invoice is updated
Try it → Instant
Credit note is created in Zoho Invoice
Triggers the automation when a new credit note is created
Try it → Instant
Project is created in Zoho Invoice
Triggers the automation when a new project is created
Try it → Instant
Invoice is created in Zoho Invoice
Triggers the automation when a new invoice is created
Try it → Instant
Estimate is created in Zoho Invoice
Triggers the automation when a new estimate is created
Try it → Instant
Customer is created in Zoho Invoice
Triggers the automation when a new customer is created
Try it → Instant
Invoice is updated in Zoho Invoice
Triggers the automation when an invoice is updated
Try it → Instant
Customer payment is created in Zoho Invoice
Triggers the automation when a new customer payment is created
Try it → Contact person is created in Zoho Invoice
Triggers the automation when a new contact person is created
Try it → Instant
Invoice status is updated in Zoho Invoice
Triggers the automation when invoice status is updated
Try it → Wrike Triggers & Actions
Instant
Task status is changed in Wrike
Triggers the automation when the status of a task is changed
Try it → What can you automate with Wrike + Zoho Invoice?
Streamline your project management and billing operations with powerful ready-made automation workflows.
🧾
Generate invoices from new project tasks
Automatically create a Zoho Invoice invoice the moment a new task is created in Wrike. Eliminate manual data entry between your project management and billing systems.
📂
Sync project folders and customer files
Map Wrike folder creation directly to Zoho Invoice customer records. Ensure your workspaces and financial accounts match perfectly from day one.
🔔
Alert your team about status updates
Notify your finance or project channel in Slack whenever a Wrike task status changes or a Zoho Invoice recurring invoice is issued.
🔀
Route invoices based on task details
Trigger different actions in Zoho Invoice depending on specific tags, comments, or custom fields submitted in your Wrike tasks.
🔄
Keep financial records up to date
Automatically update Zoho Invoice customer profiles and invoices whenever project scopes or task details are modified in Wrike.
🛡️
Prevent duplicates with smart search
Search existing contacts in Zoho Invoice before creating new records, ensuring your database remains clean and free of duplicate profiles.
💳
Handle payment and status changes
Trigger Wrike task comments or status changes automatically when customer payments or invoice statuses are updated in Zoho Invoice.
💬
Extend your workflow with Slack
Connect Wrike and Zoho Invoice with Slack to keep stakeholders informed of every billing milestone and project update in real time.
And much more...
Who is Wrike + Zoho Invoice integration for?
Operations managers, finance leads, and project teams eliminate manual data entry and keep billing and project tracking perfectly synchronised.
Finance Directors
Operations Managers
Client Success Leads
Billing Specialists
Project Leads
Audit Teams
📈
Finance Directors
You're reviewing billing reports in Zoho Invoice but task milestones in Wrike are updated days later, so your revenue projections are always out of date — this integration means every task update immediately triggers billing records and your financial data stays current.
⚡
Operations Managers
You need to initiate client billing as soon as project tasks are completed, but manual handoffs cause costly delays — automating both apps means invoices are generated instantly upon task creation and your delivery cycle runs without friction.
🤝
Client Success Leads
You answer to clients who expect accurate invoices matching their project scope, but tracking discrepancies cause confusion — this integration means every project folder and estimate stays perfectly aligned across platforms.
📊
Billing Specialists
The volume of completed tasks is too high for anyone to keep up with manual invoice creation, leading to missed billable hours — automating both apps means every completed deliverable automatically generates a billing record.
📋
Project Leads
You own project execution and depend on finance teams to hand over customer records from Zoho Invoice, but communication gaps slow down onboarding — connecting these apps means new customers automatically generate project workspaces.
🔍
Audit Teams
You need a reliable history of project creation and invoice generation, but manual record-keeping keeps finding gaps in the audit trail — this integration means every transaction and task is logged reliably from end to end.
Did you know?
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Why choose Integrately to automate Zoho Invoice + Wrike
Build and manage your Zoho Invoice + Wrike automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Zoho Invoice + Wrike with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
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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
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
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
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?
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Select Automation
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Automation is ready
Connect Zoho Invoice + Wrike Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Wrike to Zoho Invoice?
You can connect Wrike to Zoho Invoice in 1 click using ready-made templates on Integrately, or ask Integrately AI to build the integration and map the fields for your team.
Can I automatically create Zoho Invoice invoices from Wrike tasks?
Can I connect Wrike, Zoho Invoice, and Slack?
What is a good Zapier alternative for Wrike and Zoho Invoice?
How does Wrike handle task creation triggers in this integration?
How does Zoho Invoice manage customer updates for Wrike projects?
Can I automate Wrike and Zoho Invoice without coding skills?
Is the Wrike and Zoho Invoice integration free?
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