Connect Zoho Invoice and Intercom
Integrate Zoho Invoice with Intercom to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Zoho-invoice when Lead Adds Email Address in Intercom
Create Contact in Zoho Invoice when Lead Adds Email Address in Intercom
Create Item in Zoho Invoice when Lead Adds Email Address in Intercom
Create Estimate in Zoho Invoice when Lead Adds Email Address in Intercom
Create Contact Person in Zoho-invoice when Lead Adds Email Address in Intercom
Popular Zoho Invoice + Intercom flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho Invoice
When this happens...
- Request a new Trigger for Zoho Invoice
Choose an action
Intercom
Automatically do this!
List All Tags
Add Tag to Contact
Get contacts
Find Companies
Create User
Find Lead
Add or Remove Tag on Company
Create Conversation
Find Conversations
Find Contact By Email
Add Note
Search Tickets
Find User
Create Invoice in Zoho-invoice when Lead Adds Email Address in Intercom
Use this flowCreate Contact in Zoho Invoice when Lead Adds Email Address in Intercom
Use this flowCreate Item in Zoho Invoice when Lead Adds Email Address in Intercom
Use this flowCreate Estimate in Zoho Invoice when Lead Adds Email Address in Intercom
Use this flowCreate Contact Person in Zoho-invoice when Lead Adds Email Address in Intercom
Use this flowFind Contact in Zoho Invoice when Lead Adds Email Address in Intercom
Use this flowRecord Payment in Zoho Invoice when Lead Adds Email Address in Intercom
Use this flowFind Invoice in Zoho-invoice when Lead Adds Email Address in Intercom
Use this flowUpdate Contact in Zoho-invoice when Lead Adds Email Address in Intercom
Use this flowFind contact in Zoho-invoice when Lead Adds Email Address in Intercom
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Invoice and Intercom.
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Adds Email Address
Runs when Lead Adds Email Address
Conversation Is Closed
Runs when conversation is closed
New Company Created
Runs when new company is created
Admin Initiates Message to User
Runs when Admin Initiates Message to User
New Ticket Created
Runs when new ticket is created
Contact Unsubscribes From Emails
Runs when Contact Unsubscribes From Emails
Do thisActions
Action is the task that follows automatically within your Zoho Invoice integrations.
Create Invoice
Creates a New Invoice.
Create Contact
Add a new contact in Zoho Invoice with optional company, billing/shipping addresses, contact persons, payment terms, currency, and tax details.
Create Item
Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.
Create Estimate
Creates a new estimate.
Create Contact Person
Create a new contact person.
Find Contact
Get a specific contact by contact id.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Zoho Invoice
Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing
Learn moreSimilar apps
About Intercom
Intercom is a customer messaging platform that helps businesses connect with their customers through live chat, bots, and personalized messaging. It enables companies to improve customer support, drive engagement, and increase sales by providing a seamless communication experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Invoice and Intercom accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zoho Invoice and Intercom as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Intercom. No coding required.
Yes. You can set up a workflow where Zoho Invoice triggers actions in Intercom, and a separate workflow where Intercom triggers actions in Zoho Invoice. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zoho Invoice and Intercom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Invoice and Intercom integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
