WhatsApp Integration with Zoho Invoice

Why connect Zoho Invoice to WhatsApp?

• Customers receive invoices on WhatsApp instantly — vs sitting in unread email inboxes
• Overdue reminders get 95%+ open rates on WhatsApp vs ~20% on email
• Real-time payment confirmations build trust
• Works with Zoho One subscriptions — no extra Zoho cost
• INR billing with GST invoice from Zaptilo

Common use cases

How to integrate Zoho Invoice with WhatsApp

Step 1: Get your Zaptilo token

Sign up at web.zaptilo.ai and submit a Utility-category template (e.g. invoice_sent).

Step 2: Configure Zoho webhook

In Zoho Invoice → Settings → Automations → Webhooks → New Webhook. Trigger on:

• Invoice Created → for fresh invoices
• Payment Received → for receipts
• Overdue Status → for reminders

URL: your bridge endpoint. Method: POST. Body: JSON with customer_id, invoice_number, total, pdf_url.

Step 3: Build the bridge

A small endpoint (Node.js / Python / Lambda) that receives Zoho's webhook and posts to Zaptilo:

// Node.js / Express
app.post('/zoho-webhook', async (req, res) => {
  const inv = req.body.data.invoice;

  await fetch('https://web.zaptilo.ai/api/send/template', {
    method: 'POST',
    headers: { 'Authorization': 'Bearer ' + process.env.ZAPTILO_TOKEN, 'Content-Type': 'application/json' },
    body: JSON.stringify({
      phone: '91' + inv.customer.mobile,
      template: {
        name: 'invoice_sent',
        language: { code: 'en' },
        components: [
          { type: 'header', parameters: [{ type: 'document', document: { link: inv.pdf_url, filename: `Invoice-${inv.invoice_number}.pdf` } }] },
          { type: 'body',   parameters: [
            { type: 'text', text: inv.customer.name },
            { type: 'text', text: inv.invoice_number },
            { type: 'text', text: '₹' + inv.total }
          ]}
        ]
      }
    })
  });
  res.sendStatus(200);
});

Step 4: Use Zoho Deluge directly (alternative — no bridge)

If you prefer not to host a bridge, you can call Zaptilo directly from Zoho Deluge automation scripts using invokeurl. Same Bearer token, same payload. See our Zoho CRM Deluge example.

Frequently asked questions