incoxBot – Zoho Invoice Task Automation and Integration

Overview

In this article, you’ll find how incoxBot is helpful in handling some of your routine tasks in Zoho Invoice. incoxBot is a bot built on Slack through which you can perform tasks across your SaaS business applications at simple button clicks. Access all your apps from one place!!

Matching Business conditions:

incoxBot can come handy for a small-medium business using applications that are accessible over internet otherwise called as SaaS applications.

  • Need to work across multiple applications at multiple times in a day
  • Most of the tasks are routine day-to day tasks
  • The day-to day tasks either follow a sequence or can be adhoc
  • There are no in-house IT/development resources available
  • Access to select key business information, anytime & anywhere without complexity
  • Time & Cost are a critical factor for business i.e. prefer self-service if it can save cost

Supported Tasks for Zoho Invoice:

Zoho Invoice Integrations for incoxBot offers the following capabilities:

  1. Zoho Invoice to QuickBooks Integration
    • Create QuickBooks Online Invoices for a new invoice created in Zoho Invoice
  2. Zoho Invoice to Zoho Books Integration
    • Create Zoho Books Invoice for a new invoice created in Zoho Invoice
  3. Customer Payments
    • View Customer Payment
    • Record Payments
    • View Unpaid Invoices
      • By Recent 10 Dates for a Customer
      • By Top 10 Amount for a Customer
      • By Recent 10 Dates (new to old)
      • By Top 10 Amount (max to min)
    • Paid Invoices
      • By Recent 10 Dates for a Customer
      • By Top 10 Amount for a Customer
      • By Recent 10 Dates (new to old)
      • By Top 10 Amount (max to min)
    • View Customer Payments
      • By Amount (max to min)
      • By Dates (new to old)
      • By Amount for a Customer
      • By Dates for a Customer
  4. Estimates
    • Create Estimates
    • View Estimates
      • By Amount for a Customer
      • By Dates for a Customer
      • By Dates (new to old)
      • By Amount (max to min)
  5. Create Invoice

Business Benefit:

  • Perform predefined Create, Update and View tasks on Zoho Invoice
  • Business on the Go – Key information available any time & across devices
  • All from one place – Interact with your app & Collaborate across stakeholders without leaving Slack
  • Improve productivity and efficiency in working with your business app.

Screen-shots:

ZOHO INVOICE USE-CASES
ZOHO INVOICE – VIEW TOP 10 ESTIMATES USE-CASE
ZOHO INVOICE – VIEW TOP 10 PAYMENTS USE-CASE
ZOHO INVOICE – RECORD PAYMENT USE-CASE

Sign-up for a trial / Request for a demo to explore incoxBot!! Send your queries to contact@incox.net and issues to support@incox.net

Start free trial