Integrations / Proposal & Invoice Management
Run Zoho Invoice from WhatsApp: estimates, payments and credit notes
You've just finished a job and the customer has said yes. The estimate is still in your head, because Zoho Invoice lives on the laptop. Zoho's WhatsApp option will send a finished invoice out, but it won't take an instruction from you. Flann does. Message it in plain words, by text or voice note, and it looks up contacts and estimates straight away.
137 actions in Zoho Invoice. 55 only look things up, and 82 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in Zoho Invoice
Send any of these on WhatsApp, in your own words. Flann finds the right Zoho Invoice action and fills in the details from the conversation.
“Look up the item in Zoho Invoice.”
“Look up the contact in Zoho Invoice.”
“Look up the expense in Zoho Invoice.”
“Add a comment in Zoho Invoice.”
“Create an item in Zoho Invoice.”
“Create a contact in Zoho Invoice.”
For owners who invoice in Zoho Invoice and live on WhatsApp
Flann is for the owner who raises their own estimates and invoices in Zoho Invoice and would rather send a WhatsApp message than open the laptop to do it.
Picture the end of a job. The customer has agreed the work, you're back in the van, and the next appointment is across town. You want the estimate in their inbox before you drive off, not late that evening. With Flann, you send one message with the customer's name and the work.
Zoho's own WhatsApp sharing works in one direction. It sends an invoice or quote out to a customer, and that's where it stops. You can't ask it to add a contact or record a payment. Flann takes instructions instead. Connecting it is a one-click sign-in to your Zoho Invoice account, with no API key and no set-up project to run. Zoho Invoice is included in every Flann plan, so it isn't an extra line on your bill.
What keeps your Zoho Invoice admin stuck at the desk
Every estimate, payment, credit note and contact update in Zoho Invoice waits for a laptop session, so paperwork slips to the evening and records fall behind the work.
The trouble isn't that Zoho Invoice is hard. It's that every job in it needs you sat at a screen. An estimate agreed on site waits until the evening, by which time the customer has had a quiet afternoon to weigh up other quotes. A bank transfer arrives on Tuesday and isn't recorded against the customer until Friday, so their balance looks wrong if anyone checks, and you risk chasing money you've already been paid.
Refunds and credit notes are worse. Each one means several screens, so they sink to the bottom of the list while the customer waits. And when someone rings about an old estimate, you either guess or promise to get back to them, because finding it means stopping to log in and search. None of this is difficult work. It just piles up behind the real work, and the records drift further from what actually happened.
How Flann runs Zoho Invoice from your WhatsApp
You message Flann by text or voice note.
Changes work differently. You can switch back to Suggest at any time.
Voice notes suit the van and the site. Talk it through as you'd explain it to someone in the office, and Flann transcribes the note and acts on it, sending back a card or an answer in the chat. It replies in WhatsApp, or in the Flann app if you prefer. It doesn't speak or make calls. Everything stays written down, which helps when you want to scroll back on a Friday and see exactly what was raised that week.
- Create an estimate and email it to the customer
- Record a customer payment the day it lands
- Create a credit note and add it to invoices
- Refund a customer payment
- Update a contact's details
- Set up a recurring invoice
What Flann can work with in Zoho Invoice
Zoho Invoice gives Flann 137 actions across 53 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Contacts | createdeletelook upmarkupdate | 7 |
| Credit notes | addcreatelook upupdate | 5 |
| Items | createdeletelook upmark | 5 |
| Estimates | createdeletelook upmark | 4 |
| Expense categories | createdeletelook upmark | 4 |
| Tasks | createdeletelook up | 4 |
| Comments | adddeletelook up | 3 |
| Customer payments | createdeleterefund | 3 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Zoho Invoice.
| Compare | In Zoho Invoice yourselfYou click through each job | A fixed workflowTriggers built in advance | Flann on Zoho InvoiceYou ask, Flann does the clicking |
|---|---|---|---|
| Asking for something | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up about contacts | By hand, screen by screen | Only the look-ups someone built | 55 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 82 changes, made from a message |
| Zoho Invoice records | All of them, one screen at a time | Only the ones you wire up | 53 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | One sign-in to Zoho Invoice |
YesPartlyNo
Step by step: Zoho Invoice jobs you can hand to Flann
Each step below names the Zoho Invoice action Flann actually runs.
Create a contact from a voice note
- You message Flann on WhatsApp: “Create a contact in Zoho Invoice with these details.”
- Flann runs
List Contactsin Zoho Invoice and shows you what it found. - Flann runs
Create Contactin Zoho Invoice. - Flann creates it in Zoho Invoice and confirms in the chat.
Fix an item without opening Zoho Invoice
- You message Flann on WhatsApp: “Change the item in Zoho Invoice: here is what is different.”
- Flann runs
List Itemsin Zoho Invoice and shows you what it found. - Flann runs
Mark Item as Inactivein Zoho Invoice. - Flann makes the change in Zoho Invoice and confirms in the chat.
Clean up tasks you no longer need
- You message Flann on WhatsApp: “Which tasks in Zoho Invoice are out of date? Remove the ones I confirm.”
- Flann runs
Get All Tasksin Zoho Invoice and shows you what it found. - Flann runs
Delete Taskin Zoho Invoice. - Each removal is confirmed in the chat.
Repetitive Zoho Invoice work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Payment queries from customers
Today
Customers message to ask whether their transfer arrived, and each question means logging in to Zoho Invoice to check. Then you reply, then you forget to mark it.
With Flann
“Did Layla’s transfer for the March invoice land in Zoho Invoice?”
It checks Zoho Invoice straight away and tells you whether the payment is in, when it arrived and what is still open.
What you stop doing: Checking a single payment no longer means a trip to the laptop.
A Monday look at the money
Today
On Monday mornings you want to know where the money stands, but the answer is spread across several screens in Zoho Invoice. So you guess, and plan the week on a hunch.
With Flann
“How do we stand this week? Cash in, cash out and anything overdue.”
Reading Zoho Invoice, Flann gives you a short picture of the week ahead: what is due in, what is due out and which invoices have just tipped into overdue. Nothing is changed.
What you stop doing: Planning the week no longer starts with guesswork.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Zoho Invoice
- Open Connectors in Flann and choose Zoho Invoice.
- Sign in to your Zoho Invoice account on the secure page that opens and allow access. There is no developer account or API key to set up.
- From then on, message Flann on WhatsApp. It works in Zoho Invoice whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Zoho Invoice. You can disconnect Zoho Invoice from Connectors at any time.
Ways to use Zoho Invoice with Flann
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from Zoho Invoice, before you answer.
Log it while it is fresh
Send Flann a voice note about a payment or an expense. It prepares the entry in Zoho Invoice and shows it to you before saving.
Find the slow payers
Ask which customers pay late. Flann reads the history in Zoho Invoice and gives you the short list, so you decide who gets a nudge.
Everything Flann can do in Zoho Invoice
The full list of Zoho Invoice actions available to Flann once you connect it.
Looks up 55
- Bulk Print Estimates
- Bulk Print Invoices
- Get Contact
- Get Credit Note
- Get Expense
- Get Invoice
- Get Invoice Email Content
- Get Payment Reminder Mail Content
- Get Price List
- Get Project
- Get Recurring Invoice
- Get Statement Mail Content
- Get Tax
- Get Tax Group
- Get Zoho Invoice Item
- List Contact Refunds
- List Contacts
- List Credit Notes
- List Currencies
- List Customer Payment Refunds
- List Employees
- List Estimates
- List Expense Categories
- List Expenses
- List Invoice Payments
- List Invoices
- List Items
- List Organizations
- List Payments
- List Price Lists
and 25 more
Changes 82
- Add Credit Note to Invoices
- Add Invoice Comment
- Create Contact
- Create Credit Note
- Create Currency
- Create Customer Payment
- Create Employee
- Create Estimate
- Create Invoice
- Create Item
- Create Project Comment
- Create Recurring Invoice
- Create Refund Credit Note Refunds
- Create Tax
- Create Tax Group
- Create Zoho Invoice User
- Email Contact Statement
- Email Estimate
- Email Invoice
- Email Multiple Estimates
- Refund Customer Payment
- Send Bulk Invoice Reminder
- Update Contact
- Update Customer Payment Refund
- Apply Credits to Invoice
- Cancel Write Off Invoice
- Clone Zoho Invoice Project
- Create Additional Address
- Create Contact Person
- Create Credit Note Comment
and 52 more
More Proposal & Invoice Management apps Flann works with
Common questions
Can I connect Zoho Invoice to WhatsApp?
Yes. You connect Flann to your Zoho Invoice account with a one-click sign-in, then message Flann on WhatsApp to look up contacts and estimates or to make changes such as new estimates, payments and credit notes. Look-ups come back straight away.
Do I need an API key or a developer to set up the Zoho Invoice integration?
No. It's a one-click sign-in to your Zoho Invoice account, with no API key and no set-up project. Once you've signed in, you can start messaging Flann on WhatsApp about your contacts, estimates and payments.
Does the Zoho Invoice integration cost extra?
No. Zoho Invoice is included in every Flann plan. You connect it with a one-click sign-in and use it alongside the other business apps and customer channels Flann already works with.
What can Flann do with contacts in Zoho Invoice?
Flann can create, delete, look up, mark and update contacts in Zoho Invoice, using 7 actions (Create Contact, Delete Contact, Get Contact, List Contacts and more). Looking up runs straight away and changes nothing. The other actions create or change contacts in Zoho Invoice.
What can Flann do with credit notes in Zoho Invoice?
Flann can add, create, look up and update credit notes in Zoho Invoice, using 5 actions (Add Credit Note to Invoices, Create Credit Note, Get Credit Note, List Credit Notes and more). Looking up runs straight away and changes nothing. The other actions create or change credit notes in Zoho Invoice.
How does Flann connect to Zoho Invoice?
Open Connectors in Flann, choose Zoho Invoice and sign in to your Zoho Invoice account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 137 actions in Zoho Invoice.
Can I use Zoho Invoice from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Zoho Invoice for you. You do not need to open Zoho Invoice.
Does connecting Zoho Invoice cost extra?
No. Zoho Invoice is included in every Flann plan, along with every other app Flann connects to.