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.


    Nederlandse Hulpbronnen


      • Recent Topics

      • Building extensions #5: Creating custom user interfaces using widgets

        In our last post, we looked at connections and how they help build a seamless integration with an example. In this post, we'll explore creating widgets in Zoho Sprints and their benefits with a real-time example. Widgets What and where? Widgets are custom

      • Images not saved in notes

        Created noteboards and create a note, copy pasted the image, close the note and open again, image is not coming this same problem occurs in note on notebook I have attached the replication steps as video url to analyse it, and also attached the videos

      • How to Change Notecard Color After It Is Created

        I would like to change the color of a Notecard that already exists in my notebook. I can't for the life of me figure out how to do it. I don't see an option or color picker anywhere.

      • Cannot export Zoho Notebook data nor search via MCP (GDPR)

        Hi, I'm using Zoho Notebook for a few years now. Not as my main notetaking app, but for specific usecases I did find it handy. Now I want to export all my data. Preferably all notes in html format with metadata like note title, included images and parent

      • incoming mails not received

        incoming mails not received

      • Integrate QuickBooks with Bigin and streamline your sales and accounting!

        If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes

      • Relative Dates

        Is there a way to apply a Relative Date filter in DataPrep (ie. Today or Yesterday)? I need to filter a dataset to only include rows with a created date of yesterday, but I’m not finding a way to do it?

      • Change email addresses - Advise how

        Good day, I need assistance to change all our users email addresses Please advise

      • email signature

        How do you add an email signature

      • Email Forwarding | How to Enable and Disable Email Forwarding on a Non-Admin User Account

        Email Forwarding Issue: Enable and Disable Email Forwarding

      • Ask the Experts 31: Improving support performance with reports and dashboards

        Hello everyone, Join us for the next Ask the Experts (ATE) session! Ask the Experts is an opportunity to connect with people who have deep knowledge of Zoho Desk. Let's look at the topic we're focusing on this month. Just as we rely on the right tools

      • Product updates in Zoho Workplace applications | June 2026

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of June. Zoho Mail Default Calendar for New Events When you create or add a new event, Zoho Calendar is now

      • Biggest supported size of a note

        I'm still testing this ZOho Notebook before purchasing a premium licence and can't work with large notes. I store personal vocabulary in two 13,000-word / 83200-character notes. Same poor experience with PC, Web, and mobile apps: Is there an application

      • I need help lease Email

        I' not getting an email replay when someone open a ticket

      • Sigma function call hangs forever from Desk widget — app_install_id/encapiKey are null

        Calling ZOHODESK.request() from the widget to invoke a Sigma DRE function URL hangs forever (never resolves, never rejects, no error) until client timeout. Tried with merge fields app_install_id={{sigmaInstallId}}/{{installationId}} and encapiKey={{enCapApiKey}}

      • Draft quotes, sales orders, and raise invoices for services in CRM

        Create Quotes, Sales Orders, and Invoices for Services in Zoho CRM You can now draft Quotes, and Sales Orders as well as raise Invoices for services in Zoho CRM. And how is that possible? By filling out the Service subform in your Quotes, Sales Orders

      • Action Required: Allowlist New IP Ranges for the EU Data Center

        Dear Users, We are adding new IP ranges for the Zoho Analytics EU data center (https://analytics.zoho.eu) If you connect Zoho Analytics to cloud databases (both Live Connect and import), such as Amazon RDS, Amazon Redshift, or Microsoft Azure, you must

      • Is there a way to see a total of time agents spend on ticket today in Analytics?

        I am trying to see if there is a way to look at and add the total amount of time agent have entered into tickets in desk TODAY, like a running total, not every time entry so it would show John smith 1:55:20 total Bob smith 4:20:22 total etc

      • Tips & Tricks #3: Zoho CRM - Agentes en la página de inicio

        Hola a todos, Vuestros Agentes realizan un trabajo muy útil. Encuentran información como clientes potenciales importantes, oportunidades de venta y actualizaciones relevantes. Sin embargo, hasta ahora no era posible ver esa información directamente en

      • 'Pinned' notes feature of a pipeline record

        Hi team, Could you please implement a feature which will allow users to pin different notes so that they will appear at the very top of the notes tab in a pipeline record. Sometimes we have a wide range of notes on a record which means more important

      • Associate emails from both primary and secondary contacts to deal

        We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks

      • #PitStop3: Share & Collect Payment using Zoho Invoice

        We have reached another milestone in our journey. Post #15 to #20 weren't just about sharing invoices, they were about building a payment workflow that works for you, your customers and your business. Here's a quick wrap of what we covered in this segment:

      • Suggestions for Improving the Deluge Development Experience

        Hello, I would like to share some ideas that could significantly improve the Deluge development experience, especially for partners and developers building larger solutions across the Zoho ecosystem. Some key areas that would add a lot of value: Deluge

      • Enhancement announcement: Mitigate mailbox clutter using the new field: "Sync emails from"

        Dear Customers, We hope you're well! We are here with a minor enhancement in email integration in Zoho CRM. Emails have become the primary mode of communication these days. Because of which mailboxes are getting overly cluttered day after day. To help

      • Zoho CRM Sandbox now supports integrations

        Hello everyone, We are now expanding Zoho CRM Sandbox to support integrations with other Zoho products. You can connect, configure, and validate the behavior of your integrated tools within a safe, isolated environment - testing end-to-end without touching

      • Building Toppings #8 - Using widgets to extend the Bigin UI

        Hello Biginners, In our previous forum post, we explored schedules and workflow functions and learned how to automate real-time and time-based actions inside a topping. In this post we'll look at how to embed custom UI components inside Bigin using widgets.

      • Tip #81 – Turn every session into a story with Session Highlights – 'Insider Insights'

        Hello Zoho Assist Community! Picture this: your team wraps up dozens of remote support sessions every week. Each one involved troubleshooting, tools, fixes, and back-and-forth with customers. But when it's time to review what actually happened across

      • Zoho CRM APIs

        Hello, I think as a developer, it is very important to have the ability to manage, develop, and execute functions directly from my local development environment (for example, VS Code). Zoho CRM should have a way to create, deploy, and manage functions

      • 🎙️ Ask The Experts: Get Your Bigin Questions Answered Live

        We've seen so many thoughtful questions from our #BiginnersClub community over the years. While we're always happy to help here, we're excited to introduce a new way for you to connect with us directly. Join us for Ask The Experts, a one-hour live fireside

      • Postcode problems

        So we were very pleased to see we could limit shipping with postcodes. Brilliant. Unfortunately we have discovered It does not seem fit for purpose. In the UK we write postcodes in various ways Examples BH217NL BH21 7NL Bh217nl bh217NL and many more ways

      • Certain items certain shipping

        Me again it would be helpful to have different shipping for different categories. Our example are salt. Delivery is free but have a minimum delivery. Pickup is cheaper so it has its own category- pickup.

      • Cookies Consent Management in Webforms

        Hello Everyone! We are excited to introduce Cookie Consent Management for webforms. Read on to learn more. Webforms are online forms embedded on websites that allow users to submit data and create records in Zoho CRM. These forms utilize cookies to track

      • Payment links in Bigin just got supercharged

        Greetings, We're happy to announce major enhancements to the Payments feature in Bigin. As you may already know, Bigin supports Payments integration, which enables you to create and send payment links directly from Bigin to your customers. It also allows

      • Disable Spam filter

        Hi Support Team, Please disable spam filter for https://desk.zoho.in/support/keboli. Some spam ticket ids: #102, #103, #104

      • I just signed up

        Hi, I have just signed up for the domain griffithcgenterprises.com. I would like to make two adjustments: If possible, I would prefer a 5 GB hosting/email plan instead of the current 10 GB option, as I believe that should be sufficient for my needs at

      • History tab stuck loading indefinitely on Android (v2.22.0)

        History tab stuck loading indefinitely on Android (v2.22.0) — server returns 500 on visitorhistoryviews Hi all, I'm running into an issue where the History tab in the SalesIQ Android app (v2.22.0) never loads — it just spins indefinitely. Screenshots

      • Não consigo enviar e receber e-mail

        Estou tendo problema de envio e recebimento de e-mail (meu e-mail é ands....lisi.com.br) Esta mensagem foi criada automaticamente pelo software de entrega de e-mails. Uma mensagem que você enviou não pôde ser entregue a um ou mais destinatários. Este

      • إلغاء الإشتراك

        أريد إلغاء الإشتراك نهائياً.

      • Opening two notes at once in the Mac app

        Just like the title says - I want two notes open the same time on my Mac Air. AI search seems to think I have the option to open one window, then click on a second one. But of course if one window is open I can't see the others. It also recommended using

      • Department Customization Copy/Paste

        Hello! I love the new customization of the layouts, rules and templates! However, we have several "departments" that operate similar and as I'm updating either ticket layout or workflow rules, I'm finding that I have to do it in each department. I would

      • Next Page