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IntegrationsZoho InvoiceIntercom
Zoho Invoice + Intercom

Connect Zoho Invoice and Intercom to Build Intelligent Automations

Choose a Trigger

Zoho Invoice

When this happens...

Choose an Action

Intercom

Automatically do this!

Ready to use Zoho Invoice and Intercom automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Lead Added Email

Lead Added Email

Triggers when a Lead enters an email address.

New Closed Conversation

New Closed Conversation

Triggers when you close a Conversation.

New Company

New Company

Triggers when a new Company is created.

Admin initiated message to one user

Admin initiated message to one user

Triggers when Admin initiated message to one user.

New Ticket

New Ticket

Triggers when a new Ticket is created in Intercom.

New Unsubscription

New Unsubscription

Triggers when a user unsubscribes from Intercom.io emails.

Do thisActions

Action is the task that follows automatically within your Zoho Invoice integrations.

Create Invoice

Create Invoice

Creates a New Invoice.

Create Contact

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

Create Item

Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.

Create Estimate

Create Estimate

Creates a new estimate.

Create Contact Person

Create Contact Person

Create a new contact person.

Find Contact

Find Contact

Get a specific contact by contact id.

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Frequently Asked Questions

How do I start an integration between Zoho Invoice and Intercom?

To start, connect both your Zoho Invoice and Intercom accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Invoice triggers actions in Intercom (or vice versa).

Can we customize how data from Zoho Invoice is recorded in Intercom?

Absolutely. You can customize how Zoho Invoice data is recorded in Intercom. This includes choosing which data fields go into which fields of Intercom, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Invoice and Intercom?

The data sync between Zoho Invoice and Intercom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Invoice to Intercom?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Invoice and Intercom?

Yes, you can set conditional logic to control the flow of data between Zoho Invoice and Intercom. 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.

Zoho Invoice

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

Proposal and Invoice Management
Learn More
Intercom

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.

Customer SupportCommunication
Learn More

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