Zoho Invoice - Zoho Cliq Integration
The Zoho Invoice - Zoho Cliq integration allows you to easily monitor your customers’ customer portal activities in Cliq. The notifications that are triggered based on your customers’ actions in the customer portal gets simultaneously pushed into your preferred Cliq channel (#general, #random, etc.)
Scenario: Let’s take a scenario where a sales team comprising of four members use Zoho Cliq to communicate within the team and the organization they work for uses Zoho Invoice for invoicing. The sales team’s day-to-day activities involve contacting customers about new offers, sending them estimates, closing deals, keeping track of sales, etc.
Enabling Zoho Invoice - Zoho Cliq integration would push all customer portal notifications from Zoho Invoice to the Sales team’s Zoho Cliq channel. This will include notifications about an estimate getting accepted/declined, receiving payments for invoices, etc.
This saves a great deal of time as the integration brings all the information in one place, thereby keeping all the members of the team on the same page.
Connecting to Cliq
To setup Zoho Invoice - Zoho Cliq integration, please follow the instructions below:
- Click the Gear icon on the top-right corner, and select the Integrations option from the drop-down.
- Under Integrations, select the Zoho Apps tab. You will see Zoho Cliq listed under it.
- Click the Complete Setup button to connect your Zoho Invoice organization with Zoho Cliq.
- In the pop-up that follows, you will be asked to choose a channel to which Zoho Invoice should push the notifications.
- Click Connect.
Receiving Notifications
Once the integration is complete, you will start receiving notifications into your Zoho Cliq channel. For example, if your customer rates your service from his/her customer portal, you will immediately receive a notification with details about the rating and the review(if any.)
You will receive the following notifications when your customers:
- View an Estimate/Invoice/Retainer Invoice
- Accept/Decline an Estimate
- Comment on an Estimate/Invoice/Retainer Invoice
- Rate/Review your service
You will also receive weekly summary notifications(if enabled) directly into your Zoho Cliq channel.
Disabling the integration
To disable the integration, please follow the instructions below:
- Click on the Gear icon present on the top-right corner, and select the Integrations option.
- Under Integrations, select the Zoho Apps tab. You will see Zoho Cliq listed under it.
- Click on the Deactivate button to disable the integration.
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