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When new invoice created in Zoho Inventory, email to customer via Email SMTP, record in Google Sheets for tracking, and create payment reminder in ActiveCampaign

When a new invoice is raised in Zoho Inventory, FlowMattic emails it to the customer, logs it in Google Sheets, and sets a payment-reminder task in ActiveCampaign, so billing and follow-up run themselves.

Zoho InventoryZoho Inventory EmailEmail Google SheetsGoogle Sheets ActiveCampaignActiveCampaign
~8 min setup used by 2.5k sites
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How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Zoho Inventory → Email → Google Sheets
4 steps
Zoho Inventory
TRIGGER
Zoho Inventory · New Invoice
The workflow starts automatically when an invoice is created. Zoho module: Invoice in Zoho Inventory. FlowMattic captures that data for the steps below.
Email
ACTION
Email · Send Email
Email — send an email using built-in WP mail function or custom SMTP. Data is mapped from earlier steps; connect your Email account on import.
Google Sheets
ACTION
Google Sheets · New Spreadsheet Row
Google Sheets — trigger when a new row is added to the spreadsheet. Data is mapped from earlier steps; connect your Google Sheets account on import.
ActiveCampaign
ACTION
ActiveCampaign · Create Contact Task
ActiveCampaign — creates a contact task. Data is mapped from earlier steps; connect your ActiveCampaign account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Keep exploring

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