Zoho Invoice

Help Docs

Back to Integrations Overview

Zoho Invoice - Zoho Cliq Integration

The Zoho Invoice - Zoho Cliq integration allows you to easily monitor your customers’ client portal activities in Cliq. The notifications that are triggered based on your customers’ actions in the client portal gets simultaneously pushed into your preferred Cliq channel (#general, #random, etc.)

Scenario: Let’s take a scenario where a sales team comprising of four members use Zoho Cliq to communicate within the team and the organisation they work for uses Zoho Invoice for invoicing. The sales team’s day-to-day activities involve contacting customers about new offers, sending them estimates, closing deals, keeping track of sales, etc.

Enabling Zoho Invoice - Zoho Cliq integration would push all client portal notifications from Zoho Invoice to the Sales team’s Zoho Cliq channel. This will include notifications about an estimate getting accepted/declined, receiving payments for invoices, etc.

This saves a great deal of time as the integration brings all the information in one place, thereby keeping all the members of the team on the same page.

Connecting to Cliq

To setup Zoho Invoice - Zoho Cliq integration, please follow the instructions below:

View estimate or invoice

Receiving Notifications

Once the integration is complete, you will start receiving notifications into your Zoho Cliq channel. For example, if your customer rates your service from his/her client portal, you will immediately receive a notification with details about the rating and the review(if any.)

You will receive the following notifications when your customers:

  1. View an Estimate/Invoice/Retainer Invoice

View estimate or invoice

  1. Accept/Decline an Estimate

Accept/Decline Estimate

  1. Comment on an Estimate/Invoice/Retainer Invoice

Comment

  1. Rate/Review your service

Rate/Review

You will also receive weekly summary notifications(if enabled) directly into your Zoho Cliq channel.

Disabling the integration

To disable the integration, please follow the instructions below:

deactivate

Was this document helpful?
Thank you for your feedback!