Zoho Invoice
zoho_invoiceZoho Invoice simplifies billing, recurring payments, and expense management, helping freelancers and small businesses send professional invoices
Acciones disponibles (6)
Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.
Get Zoho Invoice ItemZOHO_INVOICE_GET_ITEMAcciónTool to retrieve the details of a specific item by item id. use when you need to fetch an item's data after confirming its existence.
ZOHO_INVOICE_GET_ITEMAcciónTool to retrieve the details of a specific item by item id. use when you need to fetch an item's data after confirming its existence.
Parámetros de entrada
item_idstringObligatorioUnique ID of the item to retrieve
organization_idstringObligatorioThe Zoho Invoice organization ID (X-com-zoho-invoice-organizationid header)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List ContactsZOHO_INVOICE_LIST_CONTACTSAcciónTool to list contacts. use after obtaining the organization id to retrieve contacts with optional filters and pagination.
ZOHO_INVOICE_LIST_CONTACTSAcciónTool to list contacts. use after obtaining the organization id to retrieve contacts with optional filters and pagination.
Parámetros de entrada
pageintegerPage number for pagination, starts at 1
emailstringSearch contacts by email ID of the contact person (exact match)
phonestringSearch contacts by phone number of the contact person (exact match)
addressstringSearch contacts by any of the address fields (exact match)
per_pageintegerNumber of contacts per page, max 200
filter_bystringenumFilter contacts by status
Status.AllStatus.ActiveStatus.InactiveStatus.DuplicateStatus.Crmlast_namestringSearch contacts by last name (exact match)
first_namestringSearch contacts by first name (exact match)
search_textstringSearch contacts by contact name or notes
sort_columnstringenumSort contacts by the specified column
contact_namefirst_namelast_nameemailoutstanding_receivable_amountcreated_timelast_modified_timecompany_namestringSearch contacts by company name (exact match)
contact_namestringSearch contacts by contact name (exact match)
email_containsstringSearch contacts by email ID of the contact person (substring match)
phone_containsstringSearch contacts by phone number of the contact person (substring match)
organization_idstringObligatorioThe Zoho organization ID. Must be passed as query parameter 'organization_id'.
zcrm_account_idstringCRM Account ID for the contact
zcrm_contact_idstringCRM Contact ID for the contact
address_containsstringSearch contacts by any of the address fields (substring match)
email_startswithstringSearch contacts by email ID of the contact person (prefix match)
phone_startswithstringSearch contacts by phone number of the contact person (prefix match)
address_startswithstringSearch contacts by any of the address fields (prefix match)
last_name_containsstringSearch contacts by last name (substring match)
first_name_containsstringSearch contacts by first name (substring match)
last_name_startswithstringSearch contacts by last name (prefix match)
company_name_containsstringSearch contacts by company name (substring match)
contact_name_containsstringSearch contacts by contact name (substring match)
first_name_startswithstringSearch contacts by first name (prefix match)
company_name_startswithstringSearch contacts by company name (prefix match)
contact_name_startswithstringSearch contacts by contact name (prefix match)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List ExpensesZOHO_INVOICE_LIST_EXPENSESAcciónTool to list all expenses with optional pagination. use when you need to retrieve expenses with simple pagination.
ZOHO_INVOICE_LIST_EXPENSESAcciónTool to list all expenses with optional pagination. use when you need to retrieve expenses with simple pagination.
Parámetros de entrada
pageintegerPage number for pagination, starts at 1
per_pageintegerNumber of records per page; must be ≥ 1
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List InvoicesZOHO_INVOICE_LIST_INVOICESAcciónTool to list invoices. use when you need to retrieve all invoices with optional filters and pagination.
ZOHO_INVOICE_LIST_INVOICESAcciónTool to list invoices. use when you need to retrieve all invoices with optional filters and pagination.
Parámetros de entrada
datestringInvoice date (yyyy-mm-dd)
pageintegerPage number for pagination, starts at 1
emailanyemailSearch by email ID of the contact person
totalnumberTotal amount of the invoice
statusstringenumStatus of the invoice
sentdraftoverduepaidvoidunpaidpartially_paidviewedbalancenumberUnpaid balance of the invoice
item_idstringUnique identifier for the item
date_endstringEnd date for invoice date range
due_datestringDue date of the invoice (yyyy-mm-dd)
per_pageintegerNumber of items per page for pagination
filter_bystringenumFilter invoices by status or payment expected date
Status.AllStatus.SentStatus.DraftStatus.OverDueStatus.PaidStatus.VoidStatus.UnpaidStatus.PartiallyPaidStatus.ViewedDate.PaymentExpectedDateitem_namestringSearch by item name (exact match)
date_afterstringFetch invoices after this date
date_startstringStart date for invoice date range
customer_idstringID of the customer
date_beforestringFetch invoices before this date
search_textstringSearch by invoice number, purchase order, or customer name
sort_columnstringenumSort invoices by specified column
customer_nameinvoice_numberdatedue_datetotalbalancecreated_timecustom_fieldstringSearch by custom field (exact match)
due_date_endstringEnd date for due date range
customer_namestringSearch by customer name (exact match)
due_date_afterstringFetch invoices due after this date
due_date_startstringStart date for due date range
invoice_numberstringUnique number assigned to the invoice (exact match)
due_date_beforestringFetch invoices due before this date
item_descriptionstringSearch by item description (exact match)
reference_numberstringReference number of the invoice
zcrm_potential_idstringCRM Deal potential ID
item_name_containsstringSearch by item name (substring match)
item_name_startswithstringSearch by item name (prefix match)
recurring_invoice_idstringID of the recurring invoice
custom_field_containsstringSearch by custom field (substring match)
custom_field_startswithstringSearch by custom field (prefix match)
item_description_containsstringSearch by item description (substring match)
item_description_startswithstringSearch by item description (prefix match)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List ItemsZOHO_INVOICE_LIST_ITEMSAcciónTool to list all items. use when you need to retrieve your item catalog with optional pagination and filtering after specifying the organization id.
ZOHO_INVOICE_LIST_ITEMSAcciónTool to list all items. use when you need to retrieve your item catalog with optional pagination and filtering after specifying the organization id.
Parámetros de entrada
pageintegerPage number for pagination, starts at 1
per_pageintegerNumber of items per page, must be ≥ 1
filter_bystringFilter items by status or type (e.g., 'active')
search_textstringFree-text search to filter items by name or description
organization_idstringObligatorioThe Zoho Invoice organization ID. Must be passed as query parameter 'organization_id'.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List PaymentsZOHO_INVOICE_LIST_PAYMENTSAcciónTool to list payments. use when you need to retrieve all payments with optional filters like customer, invoice, date range, and pagination.
ZOHO_INVOICE_LIST_PAYMENTSAcciónTool to list payments. use when you need to retrieve all payments with optional filters like customer, invoice, date range, and pagination.
Parámetros de entrada
modestringFilter by payment mode (e.g., 'Cash', 'Credit Card')
pageintegerPage number for pagination, starts at 1
date_endstringFilter payments made on or before this date (YYYY-MM-DD)
per_pageintegerNumber of payments per page, maximum 200
filter_bystringenumFilter payments by status
Status.AllStatus.SuccessStatus.RefundedStatus.Voiddate_startstringFilter payments made on or after this date (YYYY-MM-DD)
invoice_idstringFilter payments for a specific invoice by ID
sort_orderstringenumSort order: 'A' for ascending, 'D' for descending
ADcustomer_idstringFilter payments for a specific customer by ID
sort_columnstringenumColumn to sort by
payment_numberamountdatemodereference_numberpayment_numberstringFilter by payment number
reference_numberstringFilter by reference number
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not