Bitrix24 + Zoho Invoice Integration

Integrate Bitrix24 to Zoho Invoice in one click, or tell Integrately AI how you want each deal handled. Generate invoices, update customer records, log payments, and track billing automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Bitrix24
    Smart process is created in Bitrix24
  • Bitrix24
    Quote is created in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24
  • Bitrix24
    Lead is updated in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24 Instant
  • Bitrix24
    Lead is updated in Bitrix24 Instant
  • Bitrix24
    Lead is deleted in Bitrix24 Instant
  • Bitrix24
    Deal is created in Bitrix24
  • Bitrix24
    Deal is created in Bitrix24 Instant
  • Bitrix24
    Deal is updated in Bitrix24 Instant
  • Bitrix24
    Deal is deleted in Bitrix24 Instant
  • Bitrix24
    Contact is created in Bitrix24
  • Bitrix24
    Contact is updated in Bitrix24
  • Bitrix24
    Contact is created in Bitrix24 Instant
  • Bitrix24
    Contact is updated in Bitrix24 Instant
  • Bitrix24
    Contact is deleted in Bitrix24 Instant
  • Bitrix24
    Task is created in Bitrix24 Instant
  • Bitrix24
    Task is updated in Bitrix24 Instant
  • Bitrix24
    Task is deleted in Bitrix24 Instant
  • Bitrix24
    Company is updated in Bitrix24 Instant
  • Bitrix24
    Company is deleted in Bitrix24 Instant
  • Bitrix24
    Company is created in Bitrix24 Instant
  • 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
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2.
  • Bitrix24
    Search contact in Bitrix24
  • Bitrix24
    Update quote in Bitrix24
  • Bitrix24
    Search quote by title in Bitrix24
  • Bitrix24
    Create quote in Bitrix24
  • Bitrix24
    Search lead in Bitrix24
  • Bitrix24
    Create lead in Bitrix24
  • Bitrix24
    Update lead in Bitrix24
  • Bitrix24
    Create contact in Bitrix24
  • Bitrix24
    Update contact in Bitrix24
  • Bitrix24
    Create deal in Bitrix24
  • Bitrix24
    Update deal in Bitrix24
  • Bitrix24
    Get deal by id in Bitrix24
  • Bitrix24
    Search deal in Bitrix24
  • Bitrix24
    Create company in Bitrix24
  • Bitrix24
    Search company in Bitrix24
  • Bitrix24
    Update company in Bitrix24
  • Bitrix24
    Get company by id in Bitrix24
  • Bitrix24
    Search task in Bitrix24
  • Bitrix24
    Get task by id in Bitrix24
  • Bitrix24
    Update task in Bitrix24
  • Bitrix24
    Get lead by id in Bitrix24
  • Bitrix24
    Get contact by id in Bitrix24
  • Bitrix24
    Add comment in Bitrix24
  • 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

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Ready Workflows Ready Workflows for Bitrix24 + Zoho Invoice Integration

Capture leads, generate invoices, keep customer records updated, alert your team, and track payments, all in just one click.

Most popular automationsmost-popular-automations
Bitrix24 + Zoho Invoice Integration

Create Zoho Invoice order for new Bitrix24 deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Bitrix24 and Zoho Invoice work together to make accounting and bookkeeping simple.

When you create a deal in Bitrix24, it will automatically create an order in Zoho Invoice. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Bitrix24 and Zoho Invoice.
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Bitrix24 + Zoho Invoice Integration

Create Zoho Invoice contact for new Bitrix24 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Bitrix24 - Zoho Invoice integration, anytime a new Bitrix24 contact is created, an Zoho Invoice contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Zoho Invoice + Bitrix24 Integration

Create Bitrix24 contact for new Zoho Invoice contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Zoho Invoice - Bitrix24 integration, anytime a new Zoho Invoice contact is created, an Bitrix24 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Zoho Invoice + Bitrix24 Integration

Create Bitrix24 deal from new Zoho Invoice contact

Anytime a new contact is created in your Zoho Invoice, a new deal will automatically be created in your Bitrix24. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Zoho Invoice - Bitrix24 integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Zoho Invoice + Bitrix24 Integration

Create Bitrix24 company from new Zoho Invoice invoice

If you're a small business owner who uses Zoho Invoice to manage your finances, you may be wondering if there's a way to automatically create a company profile in Bitrix24 whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Bitrix24 and Zoho Invoice!
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  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Bitrix24 + Zoho Invoice flow

Send payment receipts to accounting tools, alert your sales team in chat channels, and log financial records across your workspace. Pick a combination and activate it in one click.

Bitrix24
Zoho Invoice
+
GmailGmail (4)
+
SlackSlack (4)
+
StripeStripe (3)
+
HubSpotHubSpot (3)
+
Google SheetsGoogle Sheets (3)
+
TrelloTrello (3)
B
Z
G
Create a Zoho Invoice invoice when a Bitrix24 deal is created, and send the invoice via Gmail
New Bitrix24 deals automatically generate invoices in Zoho Invoice and email them through Gmail without manual data entry.
Z
B
G
Email payment confirmation via Gmail when a Zoho Invoice customer payment is created for a Bitrix24 lead
Clients receive immediate payment confirmation emails through Gmail when payments register in Zoho Invoice.
Z
B
G
When a Zoho Invoice estimate is created, notify the assigned Bitrix24 contact and send a summary email via Gmail
Clients and internal stakeholders receive estimate details instantly via Gmail when estimates are generated in Zoho Invoice.
Z
B
G
Use ChatGPT to draft a personalised follow-up email in Gmail when a Zoho Invoice invoice is updated
Personalised billing follow-up emails are drafted in Gmail using ChatGPT whenever Zoho Invoice updates an invoice.

Supported triggers and actions for Bitrix24 and Zoho Invoice

Mix and match to build the exact automation you need

Bitrix24
Bitrix24 Triggers & Actions
Smart process is created in Bitrix24
Triggers the automation when a new smart process is created
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Quote is created in Bitrix24
Triggers the automation when a new quote is created
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Lead is created in Bitrix24
Triggers the automation when a new lead is created
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Lead is updated in Bitrix24
Triggers the automation when the lead information is updated
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Instant
Lead is created in Bitrix24
Try it โ†’
Instant
Lead is updated in Bitrix24
Try it โ†’
Instant
Lead is deleted in Bitrix24
Triggers the automation when a lead is removed from the system
Try it โ†’
Deal is created in Bitrix24
Triggers the automation when a deal is created
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Instant
Deal is created in Bitrix24
Try it โ†’
Instant
Deal is updated in Bitrix24
Triggers the automation when a deal is updated
Try it โ†’
Instant
Deal is deleted in Bitrix24
Triggers the automation when a deal is deleted
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Contact is created in Bitrix24
Triggers the automation when a new contact is created
Try it โ†’
Contact is updated in Bitrix24
Triggers the automation when a contact is updated
Try it โ†’
Instant
Contact is created in Bitrix24
Try it โ†’
Instant
Contact is updated in Bitrix24
Try it โ†’
Instant
Contact is deleted in Bitrix24
Triggers the automation when a contact is removed from the particular list
Try it โ†’
Instant
Task is created in Bitrix24
Triggers the automation when a new task is created
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Instant
Task is updated in Bitrix24
Triggers the automation when any task is updated
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Instant
Task is deleted in Bitrix24
Triggers the automation when a task is deleted
Try it โ†’
Instant
Company is updated in Bitrix24
Triggers the automation when a company is updated
Try it โ†’
Instant
Company is deleted in Bitrix24
Triggers the automation when a company is deleted
Try it โ†’
Instant
Company is created in Bitrix24
Triggers the automation when a new company is created
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Search contact in Bitrix24
Finds and retrieves contact information
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Update quote in Bitrix24
Updates an existing quote
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Search quote by title in Bitrix24
Searches for a quote using the title
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Create quote in Bitrix24
Creates a new quote
Try it โ†’
Search lead in Bitrix24
Retrieves information for a particular lead
Try it โ†’
Create lead in Bitrix24
Generates new leads for potential customers
Try it โ†’
Update lead in Bitrix24
Updates the lead information
Try it โ†’
Create contact in Bitrix24
Adds a new contact to the database
Try it โ†’
Update contact in Bitrix24
Updates contact information with new details
Try it โ†’
Create deal in Bitrix24
Generates a new deal with
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Update deal in Bitrix24
Updates deal information based on new criteria or changes
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Get deal by id in Bitrix24
Retrieves a deal by its id
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Search deal in Bitrix24
Retrieves and find a deal
Try it โ†’
Create company in Bitrix24
Generates a new company profile with given details
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Search company in Bitrix24
Finds information about a company
Try it โ†’
Update company in Bitrix24
Updates company information
Try it โ†’
Get company by id in Bitrix24
Retrieves a company's details using its id
Try it โ†’
Search task in Bitrix24
Searches for a task
Try it โ†’
Get task by id in Bitrix24
Retrieves a task using its id
Try it โ†’
Update task in Bitrix24
Updates the task with new information or changes
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Get lead by id in Bitrix24
Retrieves a lead's information based on their id
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Get contact by id in Bitrix24
Retrieves a contact's information based on their id
Try it โ†’
Add comment in Bitrix24
Adds a comment to a record
Try it โ†’
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
Try it โ†’
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
Try it โ†’
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
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†’

What can you automate with Bitrix24 + Zoho Invoice?

Streamline your entire billing and CRM lifecycle with powerful automated workflows.

What you can automate?
๐Ÿงพ
Generate invoices automatically from closed deals
Convert won deals in Bitrix24 into professional invoices in Zoho Invoice instantly. Eliminate double-handling and ensure billing starts the moment a sale is secured.
๐Ÿ“‹
Capture every submitted deal field and line item
Map available Bitrix24 deal fields and custom properties directly into Zoho Invoice line items and customer records. Ensure your billing documents always reflect accurate details.
๐Ÿ””
Alert your team the moment payments arrive
Notify sales and finance team members immediately when customer payments are registered in Zoho Invoice. Keep everyone aligned on account status without manual checks.
๐Ÿ”€
Route invoices based on submitted deal criteria
Trigger different invoicing workflows or customer tiers in Zoho Invoice depending on the specific product or region selected in your Bitrix24 deal.
๐Ÿ”„
Keep customer records updated as profiles change
Synchronise contact and company updates between Bitrix24 and Zoho Invoice automatically. Ensure your billing software always holds current client information.
๐Ÿ”
Search and update existing contacts without duplicates
Check if a contact already exists in Zoho Invoice before creating a new record from Bitrix24. Keep your database clean and free of redundant entries.
โฑ๏ธ
Handle later payment updates and overdue statuses
Monitor invoice status changes in Zoho Invoice to update deal stages or trigger follow-up tasks in Bitrix24 when payments succeed or stall.
๐ŸŒ
Extend billing flows to your preferred team apps
Connect your Bitrix24 and Zoho Invoice workflows with tools like Slack or Google Sheets to post payment alerts and log financial tracking rows effortlessly.
And much more...

Who is Bitrix24 + Zoho Invoice integration for?

Connecting Bitrix24 and Zoho Invoice simplifies billing workflows for growing businesses, keeping financial data aligned with CRM pipelines.

Sales Managers
Sales Managers
Finance Teams
Finance Teams
Account Executives
Account Executives
Operations Leads
Operations Leads
Billing Specialists
Billing Specialists
Business Owners
Business Owners
๐Ÿ“ˆ
Sales Managers
You're tracking deal pipelines in Bitrix24 while finance manages billing in Zoho Invoice, so revenue reports are always delayed because numbers require manual reconciliation โ€” with this integration, every closed deal triggers an invoice instantly and your pipeline metrics stay current.
๐Ÿ’ธ
Finance Teams
You need to issue invoices promptly when deals close in Bitrix24, but manual data entry causes billing delays and cash flow bottlenecks โ€” automating both apps means invoices are generated the moment a deal is won and your accounts receivable stay accurate.
๐Ÿค
Account Executives
You answer to clients asking about invoice statuses while your billing data lives in Zoho Invoice and your communications live in Bitrix24, so finding answers takes switching between tabs โ€” connecting these apps means payment updates sync to your CRM and client inquiries get resolved on the spot.
โšก
Operations Leads
The volume of leads and deals coming into Bitrix24 is too high for your staff to manually create corresponding invoices in Zoho Invoice without making errors โ€” with this integration, every new record triggers error-free invoicing automatically and eliminates manual bottlenecks.
๐Ÿ”„
Billing Specialists
You depend on sales reps to hand over customer data from Bitrix24 before you can draft invoices in Zoho Invoice, leading to frustrating wait times โ€” this integration means billing data flows straight from closed deals into your invoicing software without manual handoffs.
๐Ÿ—‚๏ธ
Business Owners
You need a reliable transaction history between your CRM and invoicing system, but manual data transfers keep leaving frustrating gaps in your audit trail โ€” automating both apps means every customer record and payment lines up perfectly across your entire workspace.
Our team

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Why choose Integrately to automate Bitrix24 + Zoho Invoice

Build and manage your Bitrix24 + Zoho Invoice automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bitrix24 + Zoho Invoice 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.
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Frequently Asked Questions

How do I connect Bitrix24 to Zoho Invoice?
Frequently Asked Questions
You can connect Bitrix24 to Zoho Invoice in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your CRM and billing tools along with Gmail, Slack, Stripe, and 1,500+ other apps.
Can I automatically create Zoho Invoice invoices from Bitrix24 deals?
Frequently Asked Questions
Can I connect Bitrix24, Zoho Invoice, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bitrix24 and Zoho Invoice?
Frequently Asked Questions
How are Bitrix24 leads and deals handled during integration?
Frequently Asked Questions
How does Zoho Invoice sync payment updates back to Bitrix24?
Frequently Asked Questions
Do I need coding skills to automate Bitrix24 and Zoho Invoice?
Frequently Asked Questions
Is the Bitrix24 and Zoho Invoice integration free?
Frequently Asked Questions
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You Can Also Connect Bitrix24 or Zoho Invoice With 1500+ Other Apps

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Sync Zoho Invoice with expense tracking, payment gateways, and reporting tools to streamline your financial operations.