Connect Spotler CRM and Zoho Invoice

Both apps 35Spotler CRM 12Zoho Invoice 23

• Trigger
  New Contact

  Triggers when a new contact is created in Spotler CRM.

• Trigger
  New Task

  Triggers when a new task is created in Spotler CRM.

• Trigger
  New/Updated Account

  Triggers when an account is created or updated in Spotler CRM.

• Trigger
  New/Updated Opportunity

  Triggers when an opportunity is created or updated in Spotler CRM.

• Action
  Create Account

  Creates a new account (company) record in Spotler CRM.

• Action
  Create Activity

  Creates an activity (call, meeting, email or note) in Spotler CRM, optionally linked to an account, contact or case.

• Action
  Create Contact

  Creates a contact in Spotler CRM, linked to an existing account.

• Action
  Create Opportunity

  Creates a new opportunity (sales deal) against an account in Spotler CRM.

• Action
  Find Account

  Finds accounts in Spotler CRM whose name exactly matches the name you give, returning the matching account records.

• Action
  Find Contact

  Finds contacts whose email address matches exactly and returns the first match plus all matches.

• Action
  List Dropdown Values

  Returns the values set up in a dropdown (lookup list) on a Spotler CRM record type, such as the account types.

• Action
  Update Dropdown List

  Appends one or more new values to a dropdown (lookup) list in Spotler CRM.

• Trigger
  Customer Payment

  Triggered when a new customer payment is recorded

• Trigger
  Invoice Status Change

  Triggers when an invoice status is changed.

• Trigger
  New Contact

  Triggered when a new contact is created

• Trigger
  New Contact Person

  Triggers when a new point of contact is added to an existing contact.

• Trigger
  New Credit Note

  Triggers when a new Credit Note is created.

• Trigger
  New Estimate

  Triggers when a New Estimate is Created.

• Trigger
  New Invoice

  Triggers when a new sales invoice is created.

• Trigger
  New Item

  Triggers when New Item is created.

• Trigger
  Updated Invoice

  Triggered when an invoice is created or updated

• Action
  Create Contact Person

  Creates a new point of contact for a specific contact.

• Action
  Create Credit Note

  Creates a new credit note for a customer

• Action
  Create New Contact

  Creates a new contact.

• Action
  Create New Estimate

  Create New Estimate

• Action
  Create New Invoice

  Create a New Invoice

• Action
  Create New Item

  Create New Item

• Action
  Find Contact

  Returns the contacts that match the specified search criteria.

• Action
  Find Organization

  Finds an Organization

• Action
  Get Credit Note

  Retrieve a credit note by its ID; returns number, status, customer, reference number and line items.

• Action
  Get Estimate

  Fetches an estimate by ID. An error occurs if the estimate is not found.

• Action
  Get Item

  Returns one item by item_id

• Action
  Record Payment

  Make payment to an Invoice.

• Action
  Update Contact

  Action used to Update a existing Contact in Zoho Billing.

• Action
  Update Invoice

  Updates an existing Zoho Invoice invoice. Line items not included in the list are removed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.