What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Lookup invoices or payment statuses using Zoho Invoice.
Example
Retrieve all outstanding invoices for a customer to generate reminders.
Memory Recall
Retrieve invoice changes, approval workflows, and customer billing logs in Zoho Invoice.
Example
"Get invoice approval trails and status changes in Zoho Invoice."
Instant Reaction
Notify finance if Zoho Invoice payment fails.
Example
"Alert when client card is declined during invoice payment."
Autonomous Routine
Track unpaid invoices, payment retries, and overdue status.
Example
"Send aging report of invoices every Friday."
Agent-Initiated Action
Auto-remind clients of due payments.
Example
"Send reminder 2 days before due date."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Xero
Sync invoice records
Slack
Alert on overdue payments
Google Sheets
Log invoice aging data
Try It with Your Agent
Example Prompt:
"Notify accounting when a Zoho Invoice exceeds 30 days overdue."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Zoho Invoice in Fastn UCL: Navigate to the Connectors section and select Zoho Invoice.
2
Authenticate using your Zoho credentials and authorize access to invoice and customer modules.
3
Enable “Create Invoice” and “Get Invoice Status” actions in the Actions tab.
4
Use the AI Agent to generate or check invoice status by issuing prompts.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
