Zoho + Ziggu

Zoho and Ziggu are connected by Ziggu. We build the connection and we run it, and it covers three separate flows that you can switch on together or one at a time: deals become projects, documents reach the right client, and invoices land in the client's portal. Everything runs hourly by default, and the schedule can be adjusted. Zoho stays where your business is run. Ziggu is the client portal where your client lives with the result.

Key takeaways

• Ziggu builds and runs this connection. There is nothing to install in your Zoho environment.
• Three flows, and you decide which ones you use: CRM to projects, documents, and invoices.
• A deal reaching a status you choose creates the project in Ziggu and attaches the client to it.
• Invoices can arrive as a document under an Invoices category, or as a line in Financials with a due date, a status and a running total. The second is usually the one worth having.
• Hourly by default, adjustable if your process needs something else. There is no manual export step.

Why connect when Zoho already sends the invoice

Zoho can already email a contact and attach a PDF. The reason to connect is not the sending, it is the second year.

On a project that runs for months or years, a client receives nine or ten invoices, a stack of documents, a series of choices to make and a delivery date that moves. Sent one at a time by email, that history ends up spread across ten different inboxes, and nobody can answer a simple question without searching for it. In Ziggu it is one list, in order, with the current status on it.

Zoho keeps doing what it is good at. What changes is that your client stops having to reconstruct their own project from their mailbox.

Project, unit, and why the difference matters here

Ziggu organises work as projects, and a project can hold one unit or hundreds. A unit is the smallest thing a single client has: one apartment in a development, one house, one fit-out, one order. Between project and unit sit optional levels, phases and lots and buildings, which large projects use and small ones never see.

If you run one job per client, your project and your unit are the same record and those levels stay invisible. If you deliver ninety apartments in one development, you use all of them. The connection behaves the same either way; only the number of records changes.

What data moves between Zoho and Ziggu

The first column is the name your team knows from the app. The second is the endpoint a developer would call if you ever wanted to extend this connection on Ziggu's public API.

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Where an invoice lands, and why the choice matters

You choose between two destinations, and the difference is bigger than it looks.

As a document. The invoice arrives in the client's documents under an Invoices category. Simple, and it sits alongside the rest of the paperwork for that project.

As a line in Financials. The invoice becomes an instalment that carries a title, a description, a date, a payment deadline, a status and its own attachments. More importantly, the client gets a dashboard instead of a pile: the total, what has been paid, what is open, and what is still to come.

Teams that invoice in instalments almost always want the second one. A client who can see their own payment schedule stops calling to ask what is left.

How do you connect Zoho to Ziggu?

1. Ask Ziggu for the Zoho connection. Because we build and run it, this starts as a conversation rather than an install.
2. Decide which of the three flows you want: CRM, documents, invoices, or all of them.
3. Pick the deal status that should create a project, and agree what a Ziggu project is in your pipeline.
4. Choose where invoices should land: as documents under a category, or as instalments in Financials.
5. Agree the schedule. Hourly is the default and it suits most teams, but it is not fixed.
6. Run one deal end to end and look at what the client sees before you switch it on for everything.

If you would rather build or extend it yourself, everything above is available on Ziggu's public REST API. Endpoint reference: Ziggu API documentation.

Where teams use it

One financial picture instead of ten emails

Nine instalments across a hundred units is nine hundred invoices. Sent by hand, that is a job. Synced, it is a schedule your client can read.

Keeping the back office out of the client's view

Zoho holds your operations, your margins and your internal notes. Ziggu shows the client their own project and nothing else, which is what makes it safe to give them access at all.

Running it across a portfolio

Once projects and units exist in Ziggu, everything else attaches to them: documents, decisions, reports. See how property developers use Ziggu.

What Zoho and Ziggu do not do

• There is no Ziggu app in the Zoho marketplace. Ziggu builds and runs the connection, which is a different arrangement from installing something yourself.
• Payments are not collected in Ziggu. The client sees the status of an instalment; the money still moves the way it moves today.
• Ziggu's public API has no webhooks. A connection you build yourself polls on a schedule rather than listening for events.
• Task management and milestones have no endpoint in the public API, so they cannot be read or written from outside Ziggu.
• The API is rate limited to 60 requests per minute across all endpoints, which is what shapes a first load of an existing portfolio.

Questions about the Zoho integration

Do we have to use all three flows?

No. CRM, documents and invoices are separate. Plenty of teams start with invoices alone.

How often does it sync?

Hourly by default. If your process needs something else, the schedule can be changed.

Where do invoices appear for the client?

Wherever you choose: as a document under an Invoices category, or as an instalment in Financials with a due date, a status and a running total.

What makes a project appear in Ziggu?

A deal reaching the status you nominate during setup.

Can clients pay through Ziggu?

No. Ziggu shows what is due and what is paid. Collection stays where it is today.

Does our client need a Zoho account?

No. Clients only ever see Ziggu.

Last verified: 28 August 2026.