Zoho Invoice + Asana Integration

Integrate Asana to Zoho Invoice in one click, or tell Integrately AI how you want each task handled. Track deliverables, generate invoices instantly, update client records, and trigger payment workflows without manual data entry.

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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
  • Asana
    Tag is added to task in Asana
  • Asana
    Task is created in Asana
  • Asana
    Task is created in project in Asana
  • Asana
    Task is completed in Asana
  • Asana
    Task is updated in project in Asana
  • Asana
    Subtask is added in Asana
  • Asana
    Task is updated in Asana
  • Asana
    Project is created in Asana
  • Asana
    Stories is added on task in Asana
  • Asana
    Team is created in Asana
  • Asana
    Tag is created in Asana
  • Asana
    User is created in Asana
  • Asana
    Workspace/Organization is created in Asana
  • Asana
    Particular task field is updated in Asana Instant
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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
  • Asana
    Create task in Asana
  • Asana
    Update task in Asana
  • Asana
    Search task in Asana
  • Asana
    Get Task by ID in Asana
  • Asana
    Duplicate a task in Asana
  • Asana
    Search task in project in Asana
  • Asana
    Add comment to task in Asana
  • Asana
    Create subtask in Asana
  • Asana
    Add task to section of project in Asana
  • Asana
    Add task to project in Asana
  • Asana
    Add tag to task in Asana
  • Asana
    Remove project from task in Asana
  • Asana
    Add user to team in Asana
  • Asana
    Create project section in Asana
  • Asana
    Remove user from team in Asana
  • Asana
    Update project in Asana
  • Asana
    Move project section in Asana
  • Asana
    Create project status in Asana
  • Asana
    Update tag in Asana
  • Asana
    Set task dependencies in Asana
  • Asana
    Set task dependents in Asana
  • Asana
    Add followers to task in Asana
  • Asana
    Set the parent of task in Asana
  • Asana
    Attach file in Asana
  • Asana
    Search project in Asana
  • Asana
    Duplicate a project in Asana
  • Asana
    Create project from template in Asana
  • Asana
    Search user in Asana
  • Asana
    Create tag in Asana
  • Asana
    Search tag in Asana
  • Asana
    Create a time tracking entry for task in Asana
  • Asana
    Create a story in Asana
  • Asana
    Get task comments by task Id in Asana
  • Asana
    Get attachment by ID in Asana

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Ready Workflows Ready Workflows for Asana + Zoho Invoice Integration

Create invoices, update client accounts, trigger payment reminders, and keep your project management and billing synchronized, all in just one click.

Most popular automationsmost-popular-automations
Zoho Invoice + Asana Integration

Create Asana task for new Zoho Invoice contact

Zoho Invoice and Asana 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 Asana? 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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  • 1of1
Got a different task in mind? Describe it

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Connect more apps to your Asana + Zoho Invoice flow

Send instant notifications, log financial records in accounting software, and organize project files across your team's favorite tools. Pick a combination and activate it in one click.

Zoho Invoice
Asana
+
GmailGmail (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
TrelloTrello (3)
+
Google DriveGoogle Drive (3)
+
QuickBooks OnlineQuickBooks Online (3)
A
Z
G
Create a Zoho Invoice invoice from every completed Asana task, and send a notification email in Gmail.
Completed Asana tasks automatically turn into Zoho Invoice invoices while Gmail alerts your client, removing manual data entry.
Z
A
G
When a Zoho Invoice invoice is created, update the Asana task and send a summary email in Gmail.
New Zoho Invoice invoices update Asana tasks instantly and notify your team via Gmail, eliminating delayed billing notices.
A
Z
G
Use ChatGPT to summarize Asana task details, create a Zoho Invoice invoice, and email the draft via Gmail.
ChatGPT analyzes Asana task notes to generate structured Zoho Invoice details before emailing your client through Gmail.

Supported triggers and actions for Zoho Invoice and Asana

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
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Instant
Customer is created in Zoho Invoice
Triggers the automation when a new customer is created
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Instant
Item is created in Zoho Invoice
Triggers the automation when a new item is created
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Contact person is created in Zoho Invoice
Triggers the automation when a new contact person is created
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Instant
Project is created in Zoho Invoice
Triggers the automation when a new project is created
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Instant
Estimate is created in Zoho Invoice
Triggers the automation when a new estimate is created
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Search invoice by email in Zoho Invoice
Searches for an invoice using email address
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Update invoice in Zoho Invoice
Updates an invoice
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Create invoice in Zoho Invoice
Generates invoices for sales transactions
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Create contact in Zoho Invoice
Adds a new contact to the database
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Search contact in Zoho Invoice
Finds and retrieves contact information
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Create new estimate in Zoho Invoice
Creates a new estimate
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Create new item in Zoho Invoice
Creates a new item
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Get invoice by ID in Zoho Invoice
Retrieves a invoice using its id
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Create contact person in Zoho Invoice
Adds a new contact person to the database
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Asana
Asana Triggers & Actions
Tag is added to task in Asana
Triggers the automation when a tag is added
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Task is created in Asana
Triggers the automation when a new task is created
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Task is created in project in Asana
Triggers the automation when a new task is created in a project
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Task is completed in Asana
Triggers the automation when any task is completed
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Task is updated in project in Asana
Triggers the automation when a task is updated in the project
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Subtask is added in Asana
Triggers the automation when a subtask is added
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Task is updated in Asana
Triggers the automation when any task is updated
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Project is created in Asana
Triggers the automation when a new project is created
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Stories is added on task in Asana
Triggers the automation when a story is added to a task
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Team is created in Asana
Triggers the automation when a new team is created
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Tag is created in Asana
Triggers the automation when a tag is added
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User is created in Asana
Triggers the automation when a new user is created
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Workspace/Organization is created in Asana
Triggers the automation when a new workspace or organization is created
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Instant
Particular task field is updated in Asana
Triggers the automation when a task field is updated
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Create task in Asana
Creates a new task
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Update task in Asana
Updates the task with new information or changes
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Search task in Asana
Searches for a task
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Get Task by ID in Asana
Retrieves a task using its id
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Duplicate a task in Asana
Duplicates a task with the same details and assignments
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Search task in project in Asana
Searches for a task in a project
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Add comment to task in Asana
Adds a comment to a task
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Create subtask in Asana
Creates a subtask within a parent task
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Add task to section of project in Asana
Adds a new task to a section within a particular project
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Add task to project in Asana
Adds a task to a project
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Add tag to task in Asana
Adds a tag to a task based on particular criteria
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Remove project from task in Asana
Disassociates a project from a task
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Add user to team in Asana
Adds a user to a designated team
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Create project section in Asana
Generates a new section for projects
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Remove user from team in Asana
Removes a user from a particular team
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Update project in Asana
Updates project information
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Move project section in Asana
Reorganize project sections to new locations within the project
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Create project status in Asana
Generates and updates project status reports
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Update tag in Asana
Updates tags for particular items within a database
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Set task dependencies in Asana
Sets task dependencies
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Set task dependents in Asana
Sets task dependents
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Add followers to task in Asana
Assigns followers to a task for collaborative tracking and updates
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Set the parent of task in Asana
Sets the parent of a task
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Attach file in Asana
Uploads and save the selected file to a task
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Search project in Asana
Searches for a project
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Duplicate a project in Asana
Creates a copy of a project
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Create project from template in Asana
Generates a new project based on a pre-defined template
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Search user in Asana
Searches for a user
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Create tag in Asana
Generates a new tag
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Search tag in Asana
Searches for a tag
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Create a time tracking entry for task in Asana
Logs a new time tracking entry for a task
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Create a story in Asana
Generates a unique story based on user input
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Get task comments by task Id in Asana
Retrieve all comments associated with a task based on its task id
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Get attachment by ID in Asana
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What can you automate with Asana + Zoho Invoice?

Eliminate manual data entry and keep your project management and billing systems completely aligned.

What you can automate?
๐Ÿงพ
Turn completed tasks into invoices automatically
Generate a Zoho Invoice record the moment an Asana task is marked complete. Your billing team receives accurate project data instantly without manual copying.
๐Ÿ“‹
Capture every submitted task field
Map all custom Asana task attributes directly into Zoho Invoice fields. Your financial records retain complete context for every client deliverable.
๐Ÿ””
Notify your team on milestone updates
Alert relevant team members immediately when invoices are generated or payment statuses change across Asana and Zoho Invoice.
๐Ÿ”€
Route invoices based on task categories
Apply conditional rules to route specific Asana task tags to customized Zoho Invoice templates and billing workflows.
๐Ÿ”„
Keep project records continuously updated
Reflect invoice status updates and payment receipts back into Asana tasks automatically as financial milestones occur.
๐Ÿ”
Prevent duplicate customer entries
Search existing Zoho Invoice contacts before creating new billing records, maintaining clean customer databases across platforms.
๐Ÿ’ณ
Handle payment status changes seamlessly
Update Asana task statuses automatically whenever customer payments are received or updated in Zoho Invoice.
โšก
Extend your workflow with Gmail notifications
Trigger client confirmation emails via Gmail immediately after Zoho Invoice records are created from Asana task completions.
And much more...

Who is Asana + Zoho Invoice integration for?

Connecting Asana and Zoho Invoice streamlines task management and financial tracking for teams handling client deliverables and billing.

Finance analysts
Finance analysts
Project managers
Project managers
Client success leads
Client success leads
Operations teams
Operations teams
Account managers
Account managers
Billing coordinators
Billing coordinators
๐Ÿ“ˆ
Finance analysts
You're tracking project milestones in Asana, but your billing reports only update when someone manually exports data, so your revenue metrics are always outdated โ€” with this integration, every completed task immediately triggers a Zoho Invoice record so your financial data stays current.
โšก
Project managers
You manage client deliverables across Asana boards, but your billing team finds out too late to issue timely invoices โ€” this integration means every task status change automatically coordinates with Zoho Invoice so billings never slip.
๐Ÿ“‹
Client success leads
You oversee client onboarding and deliverables in Asana, but keeping external stakeholders updated on invoice statuses requires constant manual checks โ€” automating both apps means invoice records are instantly synchronized with your project tasks.
๐Ÿš€
Operations teams
Your volume of project tasks is too high for anyone to manually copy details into billing software, leading to frequent data gaps โ€” with this integration, every project workflow automatically creates precise Zoho Invoice entries without manual effort.
๐Ÿ‘ฅ
Account managers
You depend on your delivery team to hand over project details before you can bill clients, causing frustrating bottlenecks โ€” connecting these apps means completed tasks instantly generate invoices in Zoho Invoice the moment work is signed off.
๐Ÿ—‚๏ธ
Billing coordinators
You need a reliable history of project completions to issue invoices, but manual handoffs leave missing records in your books โ€” automating both apps means every completed Asana task securely establishes an accurate Zoho Invoice entry.
Our team

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Why choose Integrately to automate Zoho Invoice + Asana

Build and manage your Zoho Invoice + Asana 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 + Asana 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.
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AI that builds your automations
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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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Asana to Zoho Invoice?
Frequently Asked Questions
You can connect Asana to Zoho Invoice in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking Gmail, Slack, and 1,500+ other apps.
Can I automatically generate an invoice in Zoho Invoice when a task is completed in Asana?
Frequently Asked Questions
Can I connect Asana, Zoho Invoice, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Asana and Zoho Invoice?
Frequently Asked Questions
How does Asana handle task updates in this integration?
Frequently Asked Questions
Can Zoho Invoice trigger updates when invoice statuses change?
Frequently Asked Questions
Do I need coding skills to automate Asana and Zoho Invoice?
Frequently Asked Questions
Is the Asana and Zoho Invoice integration free?
Frequently Asked Questions
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You Can Also Connect Asana or Zoho Invoice With 1500+ Other Apps

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Zoho Invoice
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Sync Zoho Invoice with payment, CRM, and reporting tools to manage your revenue lifecycle.