All integrations
Catalogue metadata onlyproposal & invoice managementv20260903_00

ZOHO_INVOICE

Zoho Invoice

Zoho Invoice simplifies billing, recurring payments, and expense management, helping freelancers and small businesses send professional invoices

Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.

Pakkawork boundary

Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.

No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source

137

Action summaries

Display-only definitions

0

Trigger types

Not installed instances

1

Auth modes

Field names, never values

No

Execution

No runtime adapter

Authentication map

What setup is declared?

Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
OAUTH2 · managed upstream

OAUTH2

oauth2

Upstream managed

Developer setup

  • Client idclient_id · stringRequired
  • Client secretclient_secret · stringRequired
  • Redirect URIoauth_redirect_uri · stringOptional
  • Scopesscopes · stringOptional

User connection

  • Domain Extensionsuffix.one · stringRequired

Capability index

Actions and trigger definitions

Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.

Showing 91–120 of 137 actions

List Customer Payment Refunds

ZOHO_INVOICE_LIST_CUSTOMER_PAYMENT_REFUNDS

Tool to list refunds of a customer payment. Use when you need to retrieve all refunds for a specific customer payment with optional pagination.

Untrusted display-only summary

List Employees

ZOHO_INVOICE_LIST_EMPLOYEES

Tool to list all employees in the organization. Use when you need to retrieve the list of employees with pagination support after specifying the organization ID.

Untrusted display-only summary

List Estimates

ZOHO_INVOICE_LIST_ESTIMATES

Tool to list all estimates. Use when you need to retrieve estimates with optional filtering and pagination.

Untrusted display-only summary

List Expense Categories

ZOHO_INVOICE_LIST_EXPENSE_CATEGORIES

Tool to list all expense categories with optional filtering, sorting, and pagination. Use when you need to retrieve expense categories for tracking business expenses.

Untrusted display-only summary

List Expense Comments

ZOHO_INVOICE_LIST_EXPENSE_COMMENTS

Tool to list expense history and comments. Use when you need to retrieve all comments, notes, and history entries for a specific expense.

Untrusted display-only summary

List Expenses

ZOHO_INVOICE_LIST_EXPENSES

List all expenses with optional filtering, sorting, and pagination. Use this tool when you need to: - Retrieve a list of expenses - Filter expenses by status (billable, unbilled, invoiced, reimbursed) - Search expenses by customer name, account name, or description - Filter expenses by date range - Sort expenses by da…

Untrusted display-only summary

List Invoice Comments

ZOHO_INVOICE_LIST_INVOICE_COMMENTS

Tool to list all comments and history for an invoice. Use when you need to retrieve comment history and notes associated with a specific invoice.

Untrusted display-only summary

List Invoice Payments

ZOHO_INVOICE_LIST_INVOICE_PAYMENTS

Tool to list payments for a specific invoice. Use when you need to retrieve all payments applied to a particular invoice.

Untrusted display-only summary

List Invoices

ZOHO_INVOICE_LIST_INVOICES

Tool to list invoices. Use after obtaining the organization ID to retrieve invoices with optional filters and pagination.

Untrusted display-only summary

List Invoices Credited

ZOHO_INVOICE_LIST_INVOICES_CREDITED

Tool to list invoices to which a specific credit note has been applied. Use when you need to see which invoices have received credits from a particular credit note.

Untrusted display-only summary

List Items

ZOHO_INVOICE_LIST_ITEMS

Tool to list all items. Use when you need to retrieve your item catalog with optional pagination and filtering after specifying the organization ID.

Untrusted display-only summary

List Organizations

ZOHO_INVOICE_LIST_ORGANIZATIONS

Tool to list all organizations. Use when you need to retrieve all organizations you are part of to obtain organization IDs for other API calls.

Untrusted display-only summary

List Payments

ZOHO_INVOICE_LIST_PAYMENTS

Tool to list payments. Use when you need to retrieve all payments with optional filters like customer, invoice, date range, and pagination.

Untrusted display-only summary

List Price Lists

ZOHO_INVOICE_LIST_PRICE_LISTS

Tool to list all price lists. Use when you need to retrieve available price lists with optional pagination.

Untrusted display-only summary

List Project Comments

ZOHO_INVOICE_LIST_PROJECT_COMMENTS

Tool to list all comments for a project. Use when you need to retrieve comments or notes associated with a specific project.

Untrusted display-only summary

List Project Invoices

ZOHO_INVOICE_LIST_PROJECT_INVOICES

Tool to list all invoices for a specific project. Use when you need to retrieve invoices associated with a project, with optional sorting and pagination.

Untrusted display-only summary

List Projects

ZOHO_INVOICE_LIST_PROJECTS

Tool to list all projects. Use when you need to retrieve projects with optional filters by status or customer, and pagination support.

Untrusted display-only summary

List Project Users

ZOHO_INVOICE_LIST_PROJECT_USERS

Tool to list all users assigned to a specific project. Use when you need to retrieve all users working on a project.

Untrusted display-only summary

List Recurring Invoices

ZOHO_INVOICE_LIST_RECURRING_INVOICES

Tool to list recurring invoices. Use when you need to retrieve all recurring invoices with optional filters for status, search text, and pagination.

Untrusted display-only summary

List Retainer Invoices

ZOHO_INVOICE_LIST_RETAINER_INVOICES

Tool to list retainer invoices. Use when you need to retrieve all retainer invoices with optional filters and pagination.

Untrusted display-only summary

List Retainer Invoice Templates

ZOHO_INVOICE_LIST_RETAINER_INVOICE_TEMPLATES

Tool to list retainer invoice templates. Use when you need to retrieve available retainer invoice templates for an organization.

Untrusted display-only summary

List Users

ZOHO_INVOICE_LIST_USERS

Tool to list users in a Zoho Invoice organization. Use after obtaining the organization ID to retrieve all users with optional filters and pagination.

Untrusted display-only summary

Mark Contact as Active

ZOHO_INVOICE_MARK_CONTACT_ACTIVE

Tool to mark an inactive contact as active. Use when you need to reactivate a previously deactivated contact.

Untrusted display-only summary

Mark Contact as Inactive

ZOHO_INVOICE_MARK_CONTACT_INACTIVE

Tool to mark a contact as inactive in Zoho Invoice. Use when you need to deactivate a contact without deleting it.

Untrusted display-only summary

Mark Contact Person as Primary

ZOHO_INVOICE_MARK_CONTACT_PERSON_AS_PRIMARY

Tool to mark a contact person as primary in Zoho Invoice. Use when you need to designate a specific contact person as the primary contact.

Untrusted display-only summary

Mark Estimate as Declined

ZOHO_INVOICE_MARK_ESTIMATE_AS_DECLINED

Tool to mark an estimate as declined. Use when you need to change an estimate's status to declined.

Untrusted display-only summary

Mark Expense Category as Active

ZOHO_INVOICE_MARK_EXPENSE_CATEGORY_ACTIVE

Tool to mark an inactive expense category as active. Use when you need to reactivate a previously deactivated expense category.

Untrusted display-only summary

Mark Invoice as Sent

ZOHO_INVOICE_MARK_INVOICE_AS_SENT

Tool to mark an invoice as sent. Use when you need to update an invoice's status to sent without actually emailing it.

Untrusted display-only summary

Mark Invoice as Void

ZOHO_INVOICE_MARK_INVOICE_AS_VOID

Tool to mark an invoice as void. Use when you need to void an existing invoice without deleting it.

Untrusted display-only summary

Mark Item as Inactive

ZOHO_INVOICE_MARK_ITEM_AS_INACTIVE

Tool to mark an active item as inactive. Use when you need to deactivate an item without deleting it.

Untrusted display-only summary

Provenance

Versioned facts, explicit trust.

The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.

Repository
https://github.com/provider-directoryHQ/provider-directory
Commit
85e33f6a81dfe987f6fc3637d48d45052cea8ca5
Generated
2026-09-12
Trust policy
untrusted_display_only

Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.