Connect Zoho Invoice to WhatsApp for Easier Billing
Keep customers informed about invoices, payments and estimates by connecting Zoho Invoice to Emovur's WhatsApp messaging platform.
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Why Connect
Make Invoice Communication Easier With WhatsApp
Spend less time sending billing updates manually. Connect your Zoho Invoice activity with WhatsApp to keep customers informed throughout the billing process.
Keep invoice delivery simple
Send customers a WhatsApp notification when you create an invoice. Include the invoice PDF where configured, so customers can access their billing document without waiting for a separate message.
Acknowledge incoming payments
Let customers know when their payment has been recorded against an invoice. Share the payment amount and reference number to make transactions easier to track.
Share estimates without extra steps
Send estimates to customers through WhatsApp when they are created. Give prospects a convenient way to receive and review your quotation.
Reduce Manual Follow-Ups
Automate routine messages for new customers and updated contact records. Your team can spend less time repeating basic updates and more time handling customer needs.
How It Works
What this integration does
Invoice created? Customer gets a WhatsApp Business API message.
Payment received? Customer gets a confirmation.
Estimates and customer updates also work.
Setup
Connect in 6 steps live in a few minutes
Authorize Zoho once, map your template fields, and switch the workflow on. No developer, no Automation plan.
1
Open the integration
Go to WhatsApp → All Integrations → Zoho Invoice in Emovur.
2
Authorize
Click Connect Now, sign in to Zoho, and approve read access to invoices, contacts, payments, estimates, and settings.
3
Confirm your organization
Make sure the connected Zoho org matches the one in your Zoho Invoice URL.
4
Configure a workflow
Open New Invoice, Payment, Estimate, or Customer, pick a WhatsApp Business API template, map the fields, and attach the invoice PDF if you want it included.
5
Activate
Turn the workflow on, then click Poll now once so Emovur starts watching from this point forward.
6
Test it
Create a test invoice for a customer with a mobile number on file, wait about a minute (or hit Poll now again), and check Send Logs to confirm delivery.
Workflows
Every workflow this integration ships with
Workflow
Fires When
Typical Use
Workflow
New invoice
Fires When
An invoice is created in Zoho Invoice
Typical Use
Notify the customer, attach the PDF
Workflow
Payment received
Fires When
A payment is recorded against an invoice
Typical Use
Send a confirmation with amount + reference
Workflow
New estimate
Fires When
An estimate is created
Typical Use
Share the quote instantly on WhatsApp Business API
Workflow
Customer created
Fires When
A new contact is added in Zoho Invoice
Typical Use
Trigger a welcome or onboarding message
Workflow
Customer updated
Fires When
An existing contact record is edited
Typical Use
Re-sync details, trigger follow-up
Why Emovur
A Simpler Way to Connect Zoho Invoice With WhatsApp
Automate routine billing communication without adding another complicated process to your accounting workflow.
No Zoho Automation Plan Required
Connect Zoho Invoice with Emovur without purchasing a separate Zoho Automation plan or creating custom webhooks. Configure your workflows directly through the integration.
Your Templates, Your Workflow
Choose the appropriate approved WhatsApp template for each supported event and map the fields you need. Keep invoice notifications, payment confirmations and estimate messages relevant to each customer interaction.
0% Markup, No Hidden Costs
Emovur charges 0% markup on WhatsApp message rates. You pay the applicable WhatsApp rates without an additional per-message markup from Emovur.
Built for Growing Businesses
With more than 10,000 businesses trusting Emovur and over 50 million messages delivered, you can manage routine customer notifications on a platform built to support business communication at scale.
Part of a Bigger Toolkit
Zoho Invoice is one of several integrations available in Emovur - manage all of it from one OrgAdmin panel.
View all Integrations
FAQs
Frequently Asked Questions
Can I use different WhatsApp templates for invoices and payments?
What happens if a customer record does not have a mobile number?
Does this work if my Zoho Invoice plan doesn't include Automation?
What permissions does Emovur request?
Can customers receive the invoice PDF on WhatsApp Business API?
How fast does a message go out after an invoice is created?
Can I choose which Zoho Invoice events trigger messages?
Can I change a template after setting up the integration?
A message didn't go out - where do I check?
Is this different from a Zoho Books integration?
Is there a setup fee?
Do I have to pay for Zoho Invoice to use this integration?