Zoho invoice for your voice agent

Zoho Invoice is an online invoicing and billing platform for freelancers and small businesses. It streamlines professional invoice creation, recurring payments, and expense tracking.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
One click. You sign in to Zoho invoice from Connected apps and approve access. There's no API key to paste.
What it reads
54 actions, such as email Estimate, bulk Export Invoices and get All Tasks.
What it changes
83 actions, such as add Credit Note to Invoices, add Invoice Comment and apply Credits to Invoice.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 137. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Zoho invoice actions

Reads 54

  • Email Estimate
  • Bulk Export Invoices
  • Get All Tasks
  • Get Client Review
  • Get Contact
  • Get Contact Addresses
  • Get Contact Person
  • Get Credit Note
  • Get Credit Note Email History
  • Get Credit Note Refund
  • Get Expense
  • Get Invoice
  • Get Invoice Attachment
  • Get Invoice Email Content
  • Get Zoho Invoice Item
  • Get Payment Reminder Mail Content
  • Get Price List
  • Get Project
  • Get Project User
  • Get Recurring Invoice
  • Get Statement Mail Content
  • Get Task
  • Get Tax
  • Get Tax Group
30 more
  • Get Time Entry
  • List Child Expenses Created
  • List Client Reviews
  • List Contact Comments
  • List Contact Refunds
  • List Contacts
  • List Credit Notes
  • List Currencies
  • List Customer Payment Refunds
  • List Employees
  • List Estimates
  • List Expense Categories
  • List Expense Comments
  • List Expenses
  • List Invoice Comments
  • List Invoice Payments
  • List Invoices
  • List Invoices Credited
  • List Items
  • List Organizations
  • List Payments
  • List Price Lists
  • List Project Comments
  • List Project Invoices
  • List Projects
  • List Project Users
  • List Recurring Invoices
  • List Retainer Invoices
  • List Retainer Invoice Templates
  • List Users

Changes 58

  • Add Credit Note to Invoices
  • Add Invoice Comment
  • Apply Credits to Invoice
  • Clone Zoho Invoice Project
  • Create Additional Address
  • Create Contact
  • Create Contact Person
  • Create Credit Note
  • Create Credit Note Comment
  • Create Currency
  • Create Customer Payment
  • Create Employee
  • Create Estimate
  • Create Estimate Comment
  • Create Exchange Rate
  • Create Expense Category
  • Create Invoice
  • Create Item
  • Create Project Comment
  • Create Recurring Invoice
  • Create Refund Credit Note Refunds
  • Create Task
  • Create Tax
  • Create Tax Group
34 more
  • Create Time Entry
  • Create Zoho Invoice User
  • Email Contact Statement
  • Email Invoice
  • Email Multiple Estimates
  • Enable Invoice Payment Reminder
  • Enable Payment Reminders
  • Enable Portal Access
  • Inactivate Project
  • Mark Contact as Active
  • Mark Contact as Inactive
  • Mark Contact Person as Primary
  • Mark Estimate as Declined
  • Mark Expense Category as Active
  • Mark Invoice as Sent
  • Mark Invoice as Void
  • Mark Item as Inactive
  • Mark Retainer Invoice as Sent
  • Bulk Print Estimates
  • Bulk Print Invoices
  • Refund Customer Payment
  • Resume Recurring Invoice
  • Send Bulk Invoice Reminder
  • Send Contact Email
  • Start Timer
  • Stop Recurring Invoice
  • Update Additional Address
  • Update Contact
  • Update Contact Person
  • Update Credit Note
  • Update Credit Note Template
  • Update Customer Payment Refund
  • Update Estimate Shipping Address
  • Write Off Invoice

Deletes 25

  • Cancel Write Off Invoice
  • Delete Additional Address
  • Delete Contact
  • Delete Contact Person
  • Delete Credit Notes Applied to Invoice
  • Delete Currency
  • Delete Customer Payment
  • Delete Employee
  • Delete Estimate Comment
  • Delete Estimates
  • Delete Expense
  • Delete Expense Category
  • Delete Invoice
  • Delete Invoice Attachment
  • Delete Invoice Comment
  • Delete Invoice Expense Receipt
  • Delete Item
  • Delete Project
  • Delete Project Comment
  • Delete Tax
  • Delete Task
  • Delete Time Entry
  • Delete User
  • Disable Contact Payment Reminders
1 more
  • Disable Invoice Payment Reminder

Zoho invoice setup

  1. Signing in to Zoho invoice

    Choose Zoho invoice in Connected apps and approve its consent screen. Your tokens stay with our connection broker and never reach the agent.

  2. Choosing the actions

    Choose which of the 137 actions the agent may use. Start with lookups and add the ones that change Zoho invoice when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

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