TriggerZoho BooksReal-timeUpdated June 2026

How do I trigger when a Zoho Books invoice is created?

Short answer: Drop the "Zoho Books → New Invoice" trigger on your workflow canvas, add filters if you want them, and publish. It fires within seconds of the event in Zoho Books, not on a polling schedule.

Use this trigger All 3 Zoho Books triggers

Anatomy

What this trigger looks like in a workflow.

Drop it on the canvas. Configure a couple of fields. Publish.

In the builder

Trigger

New Invoice

When the matching event happens

new invoiceinvoice createdon invoice createdwhen invoice createdwatch for invoice createdinvoice addedwhen a new invoice is created in zoho books

What this trigger returns

for the curious

You don’t need to read this. Tiny Command auto-maps every field into the visual picker so downstream nodes can pull values by clicking. We show it here for power users who want to know what’s on the wire.

{
  "invoice": {
    "date": "2026-04-23",
    "total": 2500,
    "status": "draft",
    "balance": 2500,
    "due_date": "2026-05-23",
    "invoice_id": "460000000027061",
    "customer_id": "460000000026049",
    "created_time": "2026-04-23T10:30:00-0500",
    "currency_code": "USD",
    "customer_name": "Acme Corp",
    "invoice_number": "INV-00042"
  }
}

Output shape

Fields available to downstream nodes.

Every field below can be referenced by name in any action or filter that comes after this trigger.

Field	Type	Example
invoice	object	{ … }
invoice.date	string	"2026-04-23"
invoice.total	number	2500
invoice.status	string	"draft"
invoice.balance	number	2500
invoice.due_date	string	"2026-05-23"
invoice.invoice_id	string	"460000000027061"
invoice.customer_id	string	"460000000026049"
invoice.created_time	string	"2026-04-23T10:30:00-0500"

Pairs with

Drop these actions after New Invoice.

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FAQ

Questions about New Invoice.

How does the New Invoice trigger work in Zoho Books?

Fires when a new invoice is created in Zoho Books. Use to mirror to your CRM, send a custom email, or kick off collections cadences.

Is the New Invoice trigger real-time?

Yes. New Invoice uses webhooks or push subscriptions, not polling. Your workflow fires within seconds of the event happening in Zoho Books.

What data does New Invoice return?

The full event payload from Zoho Books. The output shape table on this page lists every field, its type, and an example value so you can map fields into downstream nodes.

Can I filter New Invoice so only some events start a workflow?

Yes. Add a Filter node right after the trigger and match on any field, whether that's subject, sender, status, or anything else in the payload. Workflows only continue when the filter passes.

Do I need Zoho Books admin permissions to use New Invoice?

For most Zoho Books accounts a standard user can authorize the trigger. Some Zoho Books plans require an admin to enable third-party webhooks. Check Zoho Books's docs if the trigger fails to register.