Payments & Billing Integration•Official Zoho IntegrationAutomate WhatsApp Invoices, Payment Receipts & Collections with Zoho Billing
Deliver instant tax invoices with 1-click payment links, dispatch automated payment receipts, recover failed payments, and speed up collections on WhatsApp with Zoho Billing.
3.2x Faster
Collection Speed
Invoices settled via WhatsApp vs email
98%
Open Rate
Invoices & receipts viewed within 5 min
44%
Failed Recovery
Recovered via automated payment retries
< 3 Min
Setup Time
1-Click OAuth + Webhook automation
See how your Zoho Billing alerts look on WhatsApp
Approved Meta Cloud API templates with dynamic variables and interactive buttons.
zoho_billing.invoice_created / invoice_converted_to_openAutomated Workflow: Invoice Created
This message is automatically dispatched the instant the trigger occurs in Zoho Billing. Customer variables such as name, amounts, item lists, and links are dynamically substituted into Meta-compliant template parameters.
Meta Cloud API Verified
Delivered via your verified WhatsApp Business Account phone number with official green badge, custom profile photo, and zero risk of spam bans.
Official Business Account
New Invoice #{{invoice_number}} 📄
Dear *{{customer_name}}*, your invoice *#{{invoice_number}}* for *{{currency}} {{total}}* has been generated. Due Date: *{{due_date}}*.
You can review your invoice and pay securely online using UPI, Cards, or Netbanking:
Thank you for your business!
Why connect Zoho Billing with Botinx?
The Botinx Zoho Billing integration brings modern conversational commerce to your invoicing and billing cycles. Traditional email invoices frequently land in spam folders or sit unread for days, delaying receivables and causing unnecessary payment churn.
With Botinx connected to Zoho Billing, your customers receive instant, beautifully formatted WhatsApp notifications whenever an invoice is issued, payment is received, or a transaction fails. Every invoice notification includes a direct, 1-click public payment portal link, enabling customers to settle bills instantly via UPI, credit/debit cards, or netbanking.
Our integration features full 1-Click OAuth 2.0 connectivity across all Zoho regions, combined with cryptographically verified HMAC-SHA256 webhooks for enterprise-grade security and zero-latency delivery.
Key Business Benefits
- Instantly deliver tax invoices on WhatsApp when invoices are created or converted to open
- Direct 1-click payment portal links allow customers to settle invoices immediately via UPI or Cards
- Automated payment confirmation receipts with transaction ID, amount paid, and invoice balance
- Instant payment failure alerts with 1-click retry links to recover failed transactions and avoid churn
- Instant payment refund notifications to keep customers informed and eliminate billing inquiries
- Automated invoice voided and deleted notices to maintain total accounting transparency
- Full global data center support: India (.in), US (.com), Europe (.eu), Australia (.com.au), Japan (.jp)
- Enterprise security with HMAC-SHA256 signature verification on all incoming webhook events
Proven Automated Workflows
Instant Invoice Delivery & 1-Click Payment
3.2x Faster Invoice SettlementThe moment an invoice is created or converted to open in Zoho Billing, Botinx delivers a personalized WhatsApp message with customer name, invoice number, due date, total amount, and secure payment link.
Automated Payment Confirmation Receipts
100% Automated Payment ConfirmationsWhen a customer completes payment via Zoho Billing, automatically send a branded WhatsApp receipt with amount paid, transaction ID, payment date, and remaining balance.
Failed Payment Recovery (Dunning)
44% Failed Payment RecoveryIf an online payment fails due to bank timeouts or card issues, immediately ping the customer on WhatsApp with a direct retry link to recover revenue before service suspension.
Invoice Voided & Cancellation Transparency
85% Fewer Billing Support TicketsWhenever an invoice is voided or cancelled in Zoho Billing, notify the customer immediately on WhatsApp that no further payment is required, preventing customer confusion.
Refund Processing Notifications
Proactive Customer AssuranceSend instant WhatsApp confirmation whenever a customer payment refund is processed in Zoho Billing, reassuring customers and building brand trust.
Live Zoho BillingWebhook Events & Automations
Botinx listens to live events from Zoho Billing and executes instantaneous WhatsApp workflows.
| Trigger Event | Event Type | Automated Action |
|---|---|---|
| zoho_billing.invoice_created | Invoice Created | Dispatches WhatsApp invoice alert with customer details and pay link |
| zoho_billing.invoice_converted_to_open | Invoice Converted to Open | Sends active invoice notification with public payment portal link |
| zoho_billing.invoice_updated | Invoice Updated | Sends balance update or updated invoice details to customer |
| zoho_billing.invoice_voided | Invoice Voided | Notifies customer that the invoice is voided and no payment is due |
| zoho_billing.invoice_deleted | Invoice Deleted | Updates internal logs and notifies billing managers |
| zoho_billing.payment_success | Payment Success | Delivers official payment confirmation receipt with reference ID |
| zoho_billing.payment_failure | Payment Failure | Sends urgent payment retry alert with fresh payment link |
| zoho_billing.payment_refund | Payment Refund | Dispatches refund details, amount, and reference number |
| zoho_billing.payment_voided | Payment Voided | Notifies customer and billing team that a payment was voided |
| zoho_billing.customer_created | Customer Created | Sends initial welcome message and onboarding details |
| zoho_billing.customer_updated | Customer Updated | Syncs customer contact details with Botinx CRM |
How to connect Zoho Billing in 3 simple steps
No developer or coding required. Connect in under 3 minutes and activate pre-built workflows.
Connect Zoho Billing in Botinx
In Botinx, go to Integrations → Zoho Billing. Select your Zoho data center (.in, .com, .eu, etc.) and click 'Connect with Zoho Billing' to authorize in a secure popup window.
Copy Webhook URL & Secret
Copy your unique Botinx Webhook URL and Secret Token from the Zoho Billing integration screen.
Add Webhook in Zoho Billing
In Zoho Billing, navigate to Settings → Webhooks → + New Webhook. Paste the Botinx URL and select the entities (Invoices, Customer Payments, Customers) and events you want to stream.
Paste Secret Token for Security
Paste your Botinx Secret Token into the Secret Token field in Zoho Billing to enable HMAC-SHA256 signature verification.
Create WhatsApp Automations
In Botinx Automation Studio, pick Zoho Billing triggers (e.g., Invoice Converted to Open, Payment Success) and link them to WhatsApp messaging templates with dynamic placeholders.
Frequently Asked Questions
Clear answers regarding WhatsApp API approval, messaging rates, and setup.
Does this integration work with both Zoho Billing and Zoho Invoicing?
Yes! Zoho Billing handles standard invoicing, recurring subscriptions, and one-off bills. Botinx seamlessly processes invoice and payment events for both models.
Which Zoho Billing data centers are supported?
All global Zoho data centers are supported: India (.in), United States (.com), Europe (.eu), Australia (.com.au), Japan (.jp), and Canada (.ca).
Can customers pay their Zoho Billing invoices directly from WhatsApp?
Yes! The dynamic {{payment_link}} placeholder opens Zoho's secure customer portal, allowing customers to pay immediately using UPI, Credit/Debit Cards, or Netbanking.
What happens when an invoice is in draft status?
Zoho Billing public pay links activate once an invoice is converted to open or marked as sent. Botinx delivers the WhatsApp payment link as soon as the invoice enters open status.
How does Botinx ensure webhook security?
Every webhook request from Zoho Billing is verified using an HMAC-SHA256 signature token. Requests that do not match the expected cryptographic signature are safely rejected.
Explore other integrations
Connect your other business apps with official WhatsApp automations.
Shopify
Recover up to 35% of abandoned checkouts, verify Cash-on-Delivery orders to slash RTO by 40%, and send real-time delivery milestones directly on WhatsApp.
Razorpay
Generate instant Razorpay payment links in live chat, dispatch automated payment receipts with GST tax invoices, and recover failed transactions via UPI, Cards, and Netbanking.
Zoho CRM
Engage incoming Zoho CRM leads in under 60 seconds, trigger automated deal stage alerts, sync two-way conversation histories into Zoho Contact records, and close sales 3x faster.
Connect Zoho Billing with Botinx today
Start recovering abandoned carts, sending automated receipts, and engaging customers where they already are.