How to clone/duplicate a record (Invoices) in Zoho CRM?

Hi @michael291 

The Zoho Invoices API has these available endpoints: https://www.zoho.com/invoice/api/v3/#Invoices

But I’m not seeing a specific endpoint or config setting for an endpoint that enables cloning/duplicating/copying an invoice.

Just wanted to follow up here and confirm that it’s not currently possible to copy an existing invoice with the Zoho CRM integration. 

The best way to handle it with the current Zoho CRM integration would be to use a Find Module Entry action to find the invoice you want to copy (if you’re not already using a New Module Entry Zoho CRM trigger to trigger on the invoices you want to copy). Then use the Create Module Entry action and select the relevant fields from the previous step to replicate the setup of an existing invoice. This would allow you to automate the process of duplicating existing invoice records.

The thing you’d want to watch out for on that is creating a Zap Loop! So adding a specific keyword to indicate that it’s a duplicate (on the Create Module Entry action) and then use a Filter to check whether the invoice contains that keyword. That should help to prevent the Zap from creating a duplicate of an already duplicated invoice.

That said, if the reason for copying an existing invoice in Zoho is to create a recurring invoice for a customer, then it may best to try a different approach. Instead, you could use a Webhooks by Zapier step to create a recurring invoice. Zoho CRM’s API has details on how to create recurring invoices here: Create a Recurring Invoice

And you can find out more about using Webhooks in your Zaps here: Send Webhooks in Zaps. :)