INCOX - Zoho Invoice Integration

Zoho Invoice Integration

Zoho Invoice is an easy-to-use online invoicing software that is built for small businessesUsing INCOX Platform, a user can execute pre-configured actions  after authorizing the application at the click of a button for 'incoxBot' in Slack, Zoho Cliq or Skype Messenger.

How is this Integration Helpful:

By executing an action in Zoho Invoice, the incoxBot provides suggestions for related actions either in the same App or to a different app for a meaningful related action. Since the applications are connected in the back-end, users can seamlessly run integration tasks between applications without any hassles. Refer the below diagram for the pre-configured integration tasks

Zoho Invoice Integrations

All Use-Cases (pre-configured actions) configured for Zoho Invoice in INCOX Platform

    • Create Invoice
    • View Top 10 Unpaid Invoices by Invoice Value & Recent Dates
    • View Top 10 Unpaid Invoices by a Single Customer Name
    • View Top 10 Paid invoices by Invoice Value & Recent Dates
    • View Top 10 Paid invoices by a Single Customer Name
    • Create Estimates
    • View Top 10 Estimates by Amount & Recent Dates
    • View Top 10 Estimates by Amount for a Single Customer Name
    • View Top 10 Estimates by Recent Dates for a Customer
    • Record Customer Payment
    • View Top 10 Customer Payments by Amount & Recent Dates
    • View Top 10 Customer Payments by Amount for a Single Customer Name
    • View  Top 10 Customer Payments by Recent Dates for a Single Customer Name