Zoho Invoice

Integrate Zoho Invoice with 2800+ apps and services

Supercharge your Zoho Invoice support workflows with Ayudo's AI-powered agents. Connect with Zendesk, Salesforce, and Slack to resolve tickets faster, automate customer conversations, and deliver instant responses, enhancing your support team's efficiency.

Explore Triggers and Actions

New Estimate Created
Triggers when a new estimate is created. [See the documentation](https://www.zoho.com/invoice/api/v3/estimates/#list-estimates).
New Invoice Created
Triggers when a new invoice is created in Zoho Invoice. [See the documentation](https://www.zoho.com/invoice/api/v3/invoices/#list-invoices).
Create Estimate
Creates a new estimate in Zoho Invoice. [See the documentation](https://www.zoho.com/invoice/api/v3/estimates/#create-an-estimate).
Create Invoice
Creates a new invoice in Zoho Invoice. [See the documentation](https://www.zoho.com/invoice/api/v3/invoices/#create-an-invoice).

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

We’re adding more usecases, triggers and actions - check back soon!

About Zoho Invoice

Zoho Invoice helps customer support teams streamline invoicing and payment collection, ensuring seamless communication and efficient service delivery for small businesses.

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Zoho Invoice

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We’re adding more usecases, triggers and actions - check back soon!

Frequently asked questions

How can I set up Zoho Invoice integration in Ayudo?

To use Zoho Invoice integration in Ayudo, add the Zoho Invoice node to your workflow. Authenticate using OAuth credentials. Create support tickets from Zoho Invoice events, sync customer data, send automated responses, and trigger AI agent conversations. Once connected, your AI agents can automatically handle Zoho Invoice data in support conversations.

Do I need any special permissions or API keys to integrate Zoho Invoice with Ayudo?

You will need OAuth credentials found in Zoho Invoice's settings. Ensure your credentials have permissions to access customer data, invoice details, and payment records. Admin access may be required. Ensure your credentials have access to customer and financial data for full support automation capabilities.

Can I combine Zoho Invoice with other apps in Ayudo workflows?

Yes! Zoho Invoice works seamlessly with Zendesk, Intercom, Slack, Gmail, and Freshdesk. For instance, when a high-value Zoho Invoice event occurs, create a Zendesk ticket, notify your team via Slack, and have an AI agent reach out proactively, ensuring efficient support operations.

What are some common use cases for Zoho Invoice integrations with Ayudo?

Auto-create support tickets from Zoho Invoice events, sync customer data between Zoho Invoice and support tools, trigger AI agent responses based on Zoho Invoice activities, send proactive support messages via voice/text agents, and update Zoho Invoice records after support conversations.

How does Ayudo's pricing model benefit me when integrating Zoho Invoice?

Ayudo uses per-seat pricing ($119-$179/seat/month) which is ideal for support teams. You pay per support agent seat, not per automation or ticket volume. Unlike per-ticket or per-conversation pricing, you get unlimited AI agent interactions. Your support team can handle more conversations with AI agents without additional costs. This makes Zoho Invoice automation cost-effective as your support volume scales.

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