Plug Sample #14: Automate Invoice Queries with SalesIQ Chatbot

Plug Sample #14: Automate Invoice Queries with SalesIQ Chatbot

 Hi everyone!

 

We're back with a powerful plug to make your Zobot smarter and your support faster. This time, we're solving a common friction point for finance teams by giving customers quick access to their invoices. We are going to be automating invoice management with Zoho Invoice.

 

Typically, when a customer wants to check their unpaid invoices or view past payments, they would have to dig through emails or contact the support team. But, what if a chatbot could do all of that for them?

 


 

Using Zoho SalesIQ's Codeless Bot Builder and this ready-to-use plug, your bot can instantly fetch and display customer invoices based on their phone number, helping visitors view unpaid invoices, check past payments, and access invoice links without manual assistance.

 


 


Note: To make setup easy, we've included a sample bot at the end of this post. Simply download, import it into your SalesIQ portal, and make a few quick edits to get started.

 

Business benefits of this plug

  • Save time for both your agents and customers by automating invoice queries.

  • Reduce invoice-related tickets for your support and finance teams.

  • Route only complex invoice issues to your support team.

 

Chatbot & plug working  


To make this work, we use two plugs:

  1. One to fetch invoices linked to the visitor's phone number.

  2. Another is to display the selected invoice details.

 

Sample bot flow:

  1. The bot asks for the visitor's phone number.

  2. It searches for unpaid invoices and lists them as buttons.

  3. When a button is clicked, the second plug fetches and displays full invoice details, including an invoice summary URL.

  4. Optionally, the bot offers to show the visitor's full invoice history.

Click on download to get the bot which has the plugs for this use case. Visit our help guide to learn how to import a bot into your SalesIQ portal. Once imported, you’ll find:

  • The chatbot under Settings > Bots > Zobot.

  • Respective plugs under Settings > Developers > Plugs.

After importing the bot  


We have used two plugs to achieve this use case. We need to set up a connection with Zoho invoice and modify the request URL on these plugs. For this:

  • Navigate to Settings > Developers > Plugs.

  • Locate the plugs named "InvoiceList" and "InvoiceDetails"

  • Open each plug, you’ll find inline comments in the code with instructions to:

    • Set up the Zoho Invoice connection.

    • Update your Zoho Invoice Organization ID.

    • Modify the request URL based on your Zoho Data Center (DC).

Once configured, your bot will be fully integrated with Zoho Invoice and ready to automate invoice-related queries. This plug is a must-have if you're using Zoho Invoice and want to take the manual work out of your support flow. It's fast, secure, and makes your brand look sharp.


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