Zoho Invoice paid → update CRM + notify
When an invoice is marked paid in Zoho Invoice, Carly moves the deal to closed-won in Zoho CRM and tells the account owner in Slack.
The workflow at a glance
How this workflow works, step by step
- 1 Trigger Invoice paid
The workflow starts when zoho_invoice signals "invoice paid". Carly is listening continuously, so the run begins within seconds of the event.
- 2 Action Close deal
Finally Carly takes action in zoho: close deal. This is the thing that actually moves the world.
- 3 Action Notify owner
Finally Carly takes action in Slack: notify owner. This is the thing that actually moves the world.
When to use this template
- You want this work to happen consistently without anyone remembering to do it.
- You're already using zoho_invoice and zoho, and the manual version of this is eating real minutes a week.
- You want a visible canvas you can audit and edit — not a black-box agent doing things you can't see.
When not to use it
- This task only happens once or twice a month — the setup cost won't pay back.
- The decision in the middle of the flow needs human judgment every single time, not just on edge cases.
- Your stack doesn't include any of the apps above and you don't want to wire a generic HTTP step.
Build it in 10 minutes — copy this prompt
Paste this in an email to and Carly will build the workflow for you.
Hey Carly — please build me this workflow. Name: Zoho Invoice paid → update CRM + notify What it should do: When an invoice is marked paid in Zoho Invoice, Carly moves the deal to closed-won in Zoho CRM and tells the account owner in Slack. Steps: 1. Trigger: Invoice paid 2. Action: Close deal 3. Action: Notify owner Tools to wire up: zoho_invoice, zoho, Slack Set it live once you've got it working. Thanks!
Apps you'll connect
Carly authenticates these for you over OAuth when she sets up the workflow.
Questions teams ask before building this
How long does this workflow take to set up?
Most teams have "Zoho Invoice paid → update CRM + notify" running in under 10 minutes. Copy the prompt on this page into an email to carly@usecarly.com and Carly wires the workflow together for you, including authenticating zoho_invoice.
Can I edit this template after Carly builds it?
Yes. Every workflow lives on the Carly canvas where you can rename steps, change conditions, swap LLM models, add filters, and re-route branches. Templates are starting points, not locked recipes.
What if I use a different tool than the ones in this template?
Carly connects to 200+ tools, plus a generic HTTP node for any API that doesn't have a native integration. Tell Carly your stack when you send the prompt and she'll pick the right connectors.
Does this run automatically once it's built?
Yes. The trigger at the start of the workflow fires automatically — on a schedule, on an inbound email, on a webhook, on a calendar event, whatever this template specifies. Carly handles the listening; you only step in when a step is gated on you.
Does this workflow cost anything to run?
This template has no AI step, so it runs free — no subscription required. Carly only charges when a workflow step calls an AI model, and this one doesn't. Build it, set it on whatever trigger you like, and it keeps running at no cost.
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