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Zoho Invoice - Create PDF, Word, Excel Documents
Zoho Invoice connects with Documentero to turn your billing data into ready-to-send documents. Whenever a new invoice, estimate, or expense is created in Zoho Invoice, Documentero can generate a polished PDF, DOCX, or XLSX file using your own templates. This integration helps you keep all client-facing documents consistent while reducing manual document preparation. It works through API, Make, Zapier, or Power Automate depending on your workflow needs.
Zoho Invoice
Documentero
Triggers
Watch Contacts — Triggers when a contact is created or updated.
Watch Estimates — Triggers when an estimate is created or updated.
Watch Expenses — Triggers when an expense is created or updated.
Watch Invoices — Trigger when an invoice is created or updated.
Watch Items — Triggers when an item is created or updated.
Watch Projects — Triggers when a project is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Zoho Invoice using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Zoho Invoice using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Zoho Invoice data
Create branded DOCX estimates when new quotes are added in Zoho Invoice
Export XLSX expense reports from Zoho Invoice to share with accountants
Generate project overview documents from Zoho Invoice project records
Build client profile PDFs automatically when contacts are updated in Zoho Invoice
Produce detailed invoice summaries from Zoho Invoice for monthly reporting
Create custom proposal documents from Zoho Invoice estimate triggers
Export recurring invoice data from Zoho Invoice into structured DOCX reports
Automatically generate payment reminder letters from Zoho Invoice overdue invoices
Create year-end financial summaries from Zoho Invoice expense and invoice data
How you can use Zoho Invoice + Documentero
Generate client-ready invoices
When a new invoice is created in Zoho Invoice, Documentero can automatically create a formatted PDF invoice based on your template.
Create estimate documents
As soon as an estimate is added in Zoho Invoice, Documentero generates a branded DOCX document for sharing with clients.
Export expense reports
Every time an expense is logged in Zoho Invoice, Documentero produces an XLSX expense report for accounting purposes.
Produce project summaries
When a new project is created in Zoho Invoice, Documentero can generate a project overview document for internal or client use.
Update contact profiles
If a contact is updated in Zoho Invoice, Documentero can refresh a PDF client profile document with the latest details.
Setup Guides
Zapier Tutorial: Integrate Zoho Invoice with Documentero
- Create a new Zap in Zapier.
- Add Zoho Invoice to the zap and choose one of the triggers (Watch Contacts, Watch Estimates, Watch Expenses). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Zoho Invoice trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Zoho Invoice with Documentero
- Create a new scenario in Make.
- Add Zoho Invoice to the scenario and choose one of the triggers (Watch Contacts, Watch Estimates, Watch Expenses). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Zoho Invoice trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Zoho Invoice with Documentero
- Create a new flow in Power Automate.
- Add Zoho Invoice to the flow and choose one of the triggers (Watch Contacts, Watch Estimates, Watch Expenses). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Zoho Invoice trigger.
- Test and save your flow.
