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Connect Zoho Invoice to Intercom

Use 2 documented Zoho Invoice triggers to run 11 documented Intercom actions.

2 source triggers
11 target actions
Reverse direction supported

Why Connect Zoho Invoice & Intercom?

Start with a Zoho Invoice event

Choose from 2 documented triggers, including New Estimate Created, New Invoice Created.

Run a Intercom action

Send the event into one of 11 documented actions, such as Add Tag To Contact, Create Note, List Admin ID Options.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Zoho Invoice logo

Zoho Invoice

Triggers (2)

New Estimate Created

Triggers when a new estimate is created. See the documentation.

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New Invoice Created

Triggers when a new invoice is created in Zoho Invoice. See the documentation.

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Actions (2)

Create Estimate

Creates a new estimate in Zoho Invoice. See the documentation.

Create Invoice

Creates a new invoice in Zoho Invoice. See the documentation.

Intercom logo

Intercom

Triggers (12)

New Companies

Emit new event each time a new company is added.

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New Reply From Admin

Emit new event each time an admin replies to a conversation.

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New Conversations

Emit new event each time a new conversation is added.

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New Reply From User

Emit new event each time a user replies to a conversation.

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New Unsubscriptions

Emit new event each time a user unsubscribes from receiving emails.

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New Users

Emit new event each time a new user is added.

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Lead Added Email

Emit new event each time a lead adds their email address.

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New Closed Conversation

Emit new event each time a conversation is closed.

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New Conversation Rating Added

Emit new event each time a new rating is added to a conversation.

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New Event

Emit new event for each new Intercom event for a user.

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New Leads

Emit new event each time a new lead is added.

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New Tickets

Emit new event when a new ticket is created in Intercom.

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Actions (11)

Add Tag To Contact

Adds a specific tag to a contact in Intercom. See the documentation.

Create Note

Creates a note for a specific user. See the docs here

List Admin ID Options

Retrieves available options for the Admin ID field.

List Assignee ID Options

Retrieves available options for the Assignee ID field.

List Tag ID Options

Retrieves available options for the Tag ID field.

Manage A Conversation

Close/Snooze/Open/Assign a conversation by its ID. See the documentation.

Reply To Conversation

Add a reply or a note to an existing conversation thread. See the documentation.

Retrieve A Conversation

Retrieve a conversation by its ID. See the documentation.

Send Incoming Message

Send a message from a user into your Intercom app. See the docs here

Send Message To Contact

Send a message to a contact in Intercom. See the documentation.

Upsert Contact

Create a new contact. If there is already a contact with the email provided, the existing contact will be updated. See the docs here

Integration Features

2 documented Zoho Invoice triggers
11 documented Intercom actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Intercom to Zoho Invoice direction

Capability Examples

Zoho Invoice trigger → Intercom action

Catalog example
Zoho InvoiceZoho Invoice

New Estimate Created

IntercomIntercom

Add Tag To Contact

Intercom trigger → Zoho Invoice action

Reverse direction
IntercomIntercom

New Companies

Zoho InvoiceZoho Invoice

Create Estimate

How It Works

1

Connect Apps

Authenticate your Zoho Invoice and Intercom accounts

2

Choose a Trigger

Select a documented Zoho Invoice event

3

Choose an Action

Select the documented Intercom operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 2 documented Zoho Invoice triggers.

Automated Actions

Run one of 11 documented Intercom actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Intercom logoZoho Invoice logo

Reverse Integration Available

Also connect Intercom to Zoho Invoice for bidirectional automation

View Integration
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All Zoho Invoice Integrations

Explore all available Zoho Invoice connections

View All Integrations
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All Intercom Integrations

Explore all available Intercom connections

View All Integrations

Ready to Connect Zoho Invoice & Intercom?

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