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Company Settings & Integrations

Where: Company → Settings (Company Admins only).

Company profile​

Legal name, address, contact details and your GSTIN — the master record that appears on printed documents and drives GST math (CGST/SGST vs IGST). Keep the GSTIN accurate; the GST Agent validates it with a real checksum.

Integrations​

Company email (Brevo) — connect this first​

Documents (quotations, invoices, POs…) and agent emails (collections reminders, follow-ups) send from your company's own address:

  1. Create a free Brevo account and get an API key.
  2. Verify your sender address in Brevo (they email a confirmation; for best deliverability set up the domain DNS records Brevo suggests).
  3. In ZAPTIZ: Settings → Integrations → Email — paste the API key and sender address, connect.

Until connected, the Email buttons across the app show "Connect your company email first." — and agent emails fall back to the platform sender with your reply-to.

Marketing email has no fallback

That platform fallback covers transactional mail only — a quotation, an invoice, an OTP. A campaign is refused outright until your own Brevo account is connected, because bulk volume sent through a shared address would damage deliverability for every other company on the platform, including their invoices and one-time passwords.

Delivery tracking. To see delivered / opened / bounced on campaign results — and to have bouncing addresses added to your do-not-contact list automatically — add your company's unique webhook URL in Brevo under Transactional → Settings → Webhooks. The URL is issued on request from support@zaptiz.com while the settings panel for it is being built. Everything else sends fine without it.

Razorpay — your money, your account​

Connect your company's own Razorpay keys so invoice Pay-Now links & QR codes deposit directly into your bank. Full setup (including the important webhook) is covered in Payments & Pay Now.

Subscriptions are separate

Your ZAPTIZ subscription is billed via the platform's Razorpay — your keys here are only ever used for your customers' invoice payments. The two never mix.

WhatsApp Business (optional)​

Connect your company's own WhatsApp Business number and a WhatsApp button joins Print and Email on every document, unknown numbers that message you become leads, and every conversation is logged on that lead's timeline.

This is also where you name the template the follow-up and collections agents may use on WhatsApp — until you do, those agents stay on email — and where the AI sales agent is switched on. Step-by-step setup, including the webhook and Meta's 24-hour rule: WhatsApp Business.

Zoho Books (optional)​

Connect Zoho Books to sync customers, vendors, quotations (as Estimates), and invoices. Once connected, Zoho sync buttons appear on the relevant records for admins and accountants. India data-centre accounts are supported.

Email themes​

Pick the colour theme used by every document email your company sends — so your emails match your brand. (The platform's own system emails have a separate platform-level theme.) See Email Logs & Themes.