Create Zoho Books Invoices from WhatsApp
Turn a WhatsApp message into a Zoho Books invoice. The agent pulls the Customer from Zoho CRM, generates the invoice, and shares the payment link back to chat.
Conversation example
Invoice Arcadia Software ₹32L for the platform license. Due in 15 days, PO number ARC-2026-088.
Matching Arcadia Software to a Zoho Books Customer...
Matched: Arcadia Software Pvt Ltd (Contact id 82700000004521). Generating invoice...
Invoice created in Zoho Books. Invoice #: INV-002341 Customer: Arcadia Software Pvt Ltd Amount: ₹32,00,000 (plus ₹5,76,000 GST at 18%) Total: ₹37,76,000 PO: ARC-2026-088 Due: April 27, 2026 Payment link: https://books.zoho.in/pay/INV-002341 Invoice emailed to ap@arcadia-software.com and linked to the matching Deal in Zoho CRM.
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Deploy this in minutes
Create a LunoGen agent, connect Zoho CRM, and start running this workflow from WhatsApp today.