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Zoho Invoice logo
Upgrade.chat logo

Connect Zoho Invoice to Upgrade.chat

Automate workflows and sync data between Zoho Invoice and Upgrade.chat with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Zoho Invoice & Upgrade.chat?

Automated Invoice Generation

Create invoices in Upgrade.chat automatically when deals close in Zoho Invoice or orders are placed.

Financial Data Synchronization

Keep customer payment history and financial records synchronized between Zoho Invoice and Upgrade.chat for accurate reporting.

Revenue Recognition Automation

Automatically record revenue and update financial records in Upgrade.chat based on sales activities in Zoho Invoice.

Available Triggers & Actions

Zoho Invoice logo

Zoho Invoice

Triggers (1)

New Invoice

Trigger when a new invoice is received.

polling

Actions (1)

Custom API Call

Send a custom API call to a specific endpoint

Auth Required
Upgrade.chat logo

Upgrade.chat

Triggers (3)

New Lead

Triggers when a new lead is created

webhook
New Payment

Triggers when a new payment is created

webhook
New Subscription

triggers when a new subscription is created

webhook

Actions (6)

Add or Update Contact

Creates a new contact.

Auth Required
Add or Update Contact (Extended)

Adds or updates a contact (extended version)

Auth Required
Add or Update Subscription

Creates a new subscription.

Auth Required
Create Invoice

Creates a new invoice in the CRM.

Auth Required
Create Product

Creates a new product in the CRM

Auth Required
Get Contact Details

Get Contact Details

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Zoho Invoice trigger → Create/Update in Upgrade.chat

Most Popular
Zoho InvoiceZoho Invoice

New Invoice

Upgrade.chatUpgrade.chat

Add or Update Contact

When Upgrade.chat trigger → Update Zoho Invoice

Bi-directional
Upgrade.chatUpgrade.chat

New Lead

Zoho InvoiceZoho Invoice

Custom API Call

How It Works

1

Connect Apps

Authenticate your Zoho Invoice and Upgrade.chat accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Zoho Invoice and Upgrade.chat with 4 available triggers for instant updates.

Automated Actions

Execute 7 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Zoho Invoice and Upgrade.chat in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Zoho Invoice and Upgrade.chat with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Ready to Connect Zoho Invoice & Upgrade.chat?

Join thousands of users automating their workflows with Mazaal AI