Connect WhatsApp and Zoho Invoice to Build Intelligent Automations
Enable Integrations or automations with these events of WhatsApp and Zoho Invoice
Enable Integrations or automations with these events of WhatsApp and Zoho Invoice
Actions
Send WhatsApp Message
Sends a new template message to a specified contact on WhatsApp.
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.
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Frequently Asked Questions
To start, connect both your WhatsApp and Zoho Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in WhatsApp triggers actions in Zoho Invoice (or vice versa).
Absolutely. You can customize how WhatsApp data is recorded in Zoho Invoice. This includes choosing which data fields go into which fields of Zoho Invoice, setting up custom formats, and filtering out unwanted information.
The data sync between WhatsApp and Zoho Invoice typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between WhatsApp and Zoho Invoice. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About WhatsApp
WhatsApp is a widely used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.
Learn MoreAbout Zoho Invoice
Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing
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