Integrations › Zoho Invoice
Every paid invoice in Zoho Invoice becomes a review request.
Connect Zoho Invoice, Zoho's free invoicing app, and every invoice that becomes Paid turns into a Google review request, texted from your own local number.
What you need
Your Zoho login. Zurvia never changes anything in Zoho Invoice.
How to connect
- In Zurvia, open CRM Connect and click Connect Zoho Invoice.
- Sign in to Zoho and click Accept.
- Zurvia reads invoices, payments and contacts in your default organization, and never changes anything.
What triggers a request
An invoice whose status becomes Paid. Partially paid invoices wait.
Zurvia checks every 10 minutes. Only invoices paid after you connect count, each one once.
Texts go to the primary contact person's mobile, then their phone, then the contact's own numbers; otherwise email.
Repeat customers are asked again only after your "don't ask again" window.
Every request follows your location's rules: business hours, one reminder at most, the "don't ask again" window for repeat customers, and texting only once your number is approved (emails go out in the meantime).
What Zurvia reads
Read-only, and only what it needs.
Invoices and payments: whether an invoice is paid, and when.
Contacts: name, mobile, phone, email. That's who gets asked.
Never written: Zurvia doesn't create, change or delete anything in Zoho Invoice.
Zoho Invoice questions
What people ask before connecting.
Zoho Invoice or Zoho Books?
Both work the same way. Zoho Invoice is Zoho's free invoicing app; Zoho Books is the full accounting product. Connect whichever you use.
Does it work on the free plan?
Yes. Zoho Invoice is free, and the connection works on it.