OCTFIS TECHNO LLP
WhatsApp Integration for Zoho

Automate Business WhatsApp Messaging from Zoho

WhatsApp is one of the most commonly used text-messaging applications for businesses because it enables quick, direct, and hassle-free communication. With this WhatsApp integration, customers can initiate conversations while businesses automate Zoho notifications, transactional PDFs, payment reminders, statements, and approval records.

Start WhatsApp DemoExplore Features
✓ Invoice PDFs✓ Estimate PDFs✓ Auto Reminders✓ Approval Records
Key Features

WhatsApp automation for customers, vendors, and internal staff.

Automate Zoho notifications on WhatsApp and send transactional records with PDFs without extra manual effort.

💬

Zoho Notifications

Automate notifications to customers, vendors, and internal staff on WhatsApp for transactions, reminders, approvals, and updates.

📄

Transactional Records

Create estimates, sales orders, invoices, and other records as usual. The record PDF is sent directly from Zoho to WhatsApp.

⏰

Auto Payment Reminders

Send automatic reminders for outstanding payments and dues without maintaining manual follow-up lists.

📊

Auto Statements

Send customer and vendor statements automatically at regular intervals from Zoho to WhatsApp.

✅

Approval Records

Send estimates, sales orders, invoices, and approval-based records to approvers directly through WhatsApp.

🔐

Customer-Initiated Chat

Customers can start conversations with the business, giving them privacy control and flexibility in their purchase decision.

Continuous Chat Workflow

Live WhatsApp simulator for automatic business conversations.

1

Customer Chats

Customer sends message, query, or transaction request on WhatsApp.

2

Zoho Record

System identifies invoice, estimate, sales order, statement, or approval record.

3

PDF Generated

Record PDF is prepared and attached automatically for WhatsApp delivery.

4

Message Sent

WhatsApp sends the PDF, reminder, approval note, or statement to the recipient.

5

Status Synced

Delivery, reminder, and approval status can be tracked back inside Zoho.

To integrate WhatsApp Business With Zoho CRM

WhatsApp integration preview.

Screenshot: WhatsApp Transaction Delivery Dashboard
Invoice INV-1048 sent to WhatsAppCustomer: Rajesh Traders · PDF attached
Delivered
Sales Order SO-2081 sharedVendor and internal staff notified
Sent
Payment reminder scheduledOutstanding amount reminder sent automatically
Auto
Estimate approval requestedApprover received record directly on WhatsApp
Approval
About Us

We have been ZOHO partner since last Eight years and receiving the title of Premium Partner of  ZOHO finance Suite in a very short span of time is one of our greatest achievement. ZOHO Add-On services is our specialty, in which we have been developing the custom add on modules to meet the industry specific demands for our client.

Info

Head Office

609, AR Mall, Opp.Panvel Point, Mota Varachha, Surat- 394101, Gujarat,India

Surat Branch 
21, Nandanvan Society, Katargam,
Surat -395004, Gujarat, India

Rajkot Branch
530, West Gate 2, Ayodhya Chock, 150 Feet Ring Road,
Rajkot- 360006, Gujarat, India

Canada Branch

199, Macedonia Crescent, Mississauga, Ontario, 

Canada L5B 3R8

Ahmedabad Branch

523, Golden Plaza, Opp. Amar Jawan Cricle,
Nr. Sardar Patel Ring Road, Nikol,
Ahmedabad-380049, Gujrat, India

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