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Integration · Busy accounting software

Busy documents on WhatsApp. Automatically.

Save a voucher in Busy. Seconds later your party gets the PDF on WhatsApp from your own business number. Invoices, challans, orders, statements, receipts, pay slips: 25 document types, no plugin, no integration fee.

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  • Works with Busy's built-in API settings
  • Built on the official WhatsApp Business Platform
  • No integration fee · pay only for delivered messages
  • Private, encrypted document storage

Before and after

The same documents, without the manual steps

Everything your billing staff does by hand today, and what happens once Busy and InfiQ are connected.

Before: Export the PDF from Busy

With InfiQ: Nothing to export

Before: Open WhatsApp, find or type the number

With InfiQ: The number comes from Busy automatically

Before: Attach, type a message, send, repeat for every bill

With InfiQ: Sent the moment you save, with the invoice number and amount in the message

Before: No record of who got what

With InfiQ: Live log: sent, delivered, read

Before: Sent from someone's personal phone

With InfiQ: Sent from your verified business number

Before: Payment follow-ups depend on memory

With InfiQ: Automatic payment reminders, which stop when the customer pays

Before: New numbers saved as "Unknown"

With InfiQ: Contacts named after the party in Busy

How it works

Set it up once. Then just save.

Four steps, most of them one-time. Nothing is installed on your PC.

  1. Turn on Busy in InfiQ.

    Open Integrations → Busy and add your Busy company (name and Busy licence number). InfiQ shows a web address and four short settings.

    IntegrationsBusy

    Company · Example Traders

    Busy licence no. · ••••••••

  2. Paste the settings into Busy, once.

    In Busy's API settings, paste the address and the four values InfiQ shows (the ID, the secret, the message field, the mobile field). This is one-time; nothing else is installed.

    • X-INFIQ-ID
    • X-INFIQ-Secret
    • X-INFIQ-DATA
    • X-INFIQ-MOB

    Setup at a glance

    What to paste into Busy

    What you paste into Busy's API settings, once per Busy company. Values are examples.

    Busy API settings and what to enter in each
    Busy settingWhat to enter
    URLhttps://api.infiq.in/integrations/busy21/ingestThe web address InfiQ shows.
    UsernameNameX-INFIQ-IDValue: your ID from InfiQ.
    PasswordNameX-INFIQ-SecretValue: your secret from InfiQ (shown once).
    MessageNameX-INFIQ-DATAValue: the line InfiQ gives for that document type, e.g.BZ21-SI-7K3Q9XMD ; {{Invoice No}},{{Amount}}
    MobileNameX-INFIQ-MOBValue: Busy's party mobile field.
    Sender IDLeave blank.

    InfiQ shows your exact values, with copy buttons, when you add a Busy company.

  3. Choose what to send.

    For each document type (e.g. Sales invoice), pick an approved WhatsApp template. InfiQ gives you a short code for the document type, and the line to paste into its message box in Busy. That line can include values like invoice number and amount.

    Sales invoice

    Approved template

    Short code

    BZ21-SI-7K3Q9XMD

  4. Save a voucher. Done.

    Your party receives the PDF on WhatsApp. You watch it go Sent → Delivered → Read in InfiQ.

    INV-AM23SOT11992324.pdf

    1. Sent
    2. Delivered
    3. Read

Not sure? Start in Preview mode: InfiQ receives your documents and shows exactly what would be sent, without sending anything. The setup checker shows what Busy sent and how InfiQ read it. Switch to Live when you're happy.

See it live — book a demo

Supported documents

25document types,
straight from Busy

Sales, purchase, job work, accounts, payroll and service: each goes out as the real Busy PDF, from your number.

Each document type is switched on separately, so you send only what you want. Some documents need the matching Busy module (for example payroll for pay slips, or service management for calls).

Sales

6
  • Sales quotation
  • Sales order
  • Sales invoice
  • Sale challan
  • Delivery note
  • Credit note

Purchase

7
  • Purchase indent
  • Purchase quotation
  • Purchase order
  • Purchase invoice
  • Purchase challan
  • Goods receipt note
  • Debit note

Job work

2
  • Supply out return
  • Supply in return

Accounts

6
  • Receipt
  • Payment (outgoing)
  • Payment reminder
  • Statement of account
  • Confirmation of account
  • Confirmation of GST

Payroll

1
  • Pay slip

Service

3
  • Call receipt
  • Call allocation
  • Call report

Features

Everything that comes with the Busy integration

Sending, safety, tracking, reminders and multi-company control. All of it is part of the integration.

8 features

Sending that just works

Every saved document reaches the right party, from your number, with the PDF attached.

Sends on save

Save in Busy, and WhatsApp goes out automatically.

  • Works on every new or re-saved document of the types you switch on
  • Usually within seconds
  • No one has to remember to send

Your own business number

Customers see your name, not a personal phone.

  • Pick which of your WhatsApp numbers sends each Busy company's documents
  • Change it any time

The PDF, attached

The real Busy PDF, with its original file name.

  • Opens right inside WhatsApp
  • Stored privately and encrypted

Approved templates

Professional, WhatsApp-approved messages.

  • Choose a template per document type
  • See a live preview, filled with real values, before you switch it on

Invoice details in the message

“Invoice INV-0012 for ₹25,000 is attached.”

  • Busy fills in values such as invoice number, amount and date
  • They appear in the message text, not just the PDF
  • Missing values never block the send

Several numbers per party

Send one document to the owner and the accounts team.

  • Switch on per document type
  • Up to 5 numbers per document
  • Each number tracked separately

Parties outside India

International numbers handled correctly.

  • Set a default country per Busy company (India by default)
  • Numbers with a country code are kept as-is

Quiet hours

No reminders at 11 pm.

  • Documents saved at night wait and go out in the morning
  • Choose the hours per document type
  • Invoices can stay instant
6 features

Go live safely

Check everything before a single customer receives a message.

Preview mode

See exactly what would be sent, without sending.

  • Documents are received and logged
  • Shows who each one would have gone to
  • Nothing is sent or charged

Test number mode

Send everything to your own phone first.

  • Every document goes to one number you choose
  • Switch to Live in one click

Template preview

See the message as your customer will see it.

  • Uses a sample PDF or your last received document, with real values filled in

“Receiving” indicator

Know the moment Busy is connected.

  • Each document type shows “Waiting for first document”, then “Receiving”

Setup checker

See what Busy sent and how InfiQ read it.

  • The last 20 requests from each Busy company
  • Shows each value, the document type and the result
  • Pinpoints a wrong setting in seconds

Copy-paste setup

No guesswork.

  • InfiQ shows the exact line to paste into Busy for each document type, with copy buttons
7 features

No double or unwanted messages

Built so your customers never get spammed by mistake.

Duplicate protection

Re-saving an invoice doesn't send it again.

  • The same document to the same party within 24 hours is skipped
  • A changed document (new PDF or new amount) is sent again, and you can turn that off

Never sent twice

One document, one message.

  • InfiQ never resends a message WhatsApp has already accepted
  • Resend is protected against double clicks

Skip a party

“Don't send Busy documents” to this contact.

  • One switch per Busy company on the contact
  • Their documents are logged as Excluded, not sent

Opt-outs respected

Contacts who opted out are never messaged.

  • Marketing opt-outs are respected for marketing templates

Safety limits

A runaway Busy can't drain your wallet.

  • Per-minute and per-day limits per Busy company
  • You're alerted by e-mail once if a limit is reached

Unusual-volume hold

Pauses if volume suddenly spikes.

  • Optional
  • Holds documents when an hour is far above normal
  • You release or discard them; nothing is lost

Template safety

Your live templates can't be deleted by accident.

  • Templates in use are locked in InfiQ
  • If WhatsApp pauses a template, you're told immediately
5 features

See everything

Know what happened to every document, without calling anyone.

Live log

Every document, live.

  • Received → Sent → Delivered → Read
  • Filter by Busy company, type, status and date
  • Updates in real time

Search by voucher number

“Did invoice AM23SOT11992324 go out?” Answered in seconds.

  • Search by voucher or invoice number, file name or the last digits of the number

Clear errors

If something didn't go, you know why.

  • A separate Errors tab with plain reasons and WhatsApp's own error details

In your chat history

Every document appears in the customer's chat.

  • Marked “Sent via Busy”, with the exact message text
  • Replies land in your InfiQ inbox like any other chat
  • Appears live in open chats

Document details

The full story of one document.

  • Recipient, file, template, values sent, status timeline and cost
3 features

Alerts and reports

Daily summary e-mail

Yesterday's sends at a glance.

  • Per document type: sent, delivered, failed, skipped
  • Spend
  • Top problems
  • Choose the time; extra recipients allowed

“Busy went quiet” alert

Know if Busy stops sending.

  • If a document type that normally sends goes quiet for days (e.g. after a Busy reinstall), you get one e-mail
  • Adjustable per type

Weekly and monthly reports

Owner-ready summaries.

  • Optional
  • Totals and change vs the last period
  • Per Busy company and document type
  • Optional CSV · Company-specific recipients
4 features

Analytics

Integration dashboard

How your documents perform.

  • Received, sent, delivered, read, failed
  • Delivery and read rates
  • Daily chart
  • Per document type and per Busy company

Spend from real charges

No surprises.

  • Spend is taken from your wallet's actual charges for delivered messages

Speed

See how fast documents go out.

  • Time from saving in Busy to sent and to delivered

Export

Take the data anywhere.

  • CSV export of documents for any date range
6 features

Automatic payment reminders

Get paid faster without chasing.

Default schedule

  1. 3 days beforethe due date
  2. On the due date
  3. 7 days afterthe due date

Up to 6 steps, your timing, your template.

Reminders on autopilot

Reminders go out on their own.

  • Default schedule: 3 days before the due date, on the due date, and 7 days after
  • Up to 6 steps, your timing, your template

Uses your due dates

Straight from Busy.

  • Busy sends the due date and amount with the invoice
  • Or use default credit days, e.g. 30 days

“Already paid” button

Customers tell you with one tap.

  • Reminders stop for that invoice, and you see it in InfiQ

Receipts stop reminders

Enter the receipt in Busy, and reminders stop.

  • Matches the invoices on the receipt, or every reminder for that party: your choice

No double reminders

Never reminded twice in a day.

  • Skips the automatic reminder if Busy's own payment reminder already went out

Full control

Mark paid or stop any time.

  • A reminders list with the next date and status for every invoice
2 features

Contacts

Contacts created for you

New parties appear in InfiQ automatically.

  • Tagged “Busy” so you know where they came from

Real party names

No more “Unknown” contacts.

  • Busy sends the party name, and InfiQ keeps the contact name up to date
  • A contact's own WhatsApp name is also picked up when they message you
3 features

Multiple Busy companies

One account, many Busy companies

Group firms, branches or client books, all in one place.

  • Each Busy company has its own settings, WhatsApp number, document types and logs
  • Switch between companies or see all together

Company-wise reports and logs

Nothing gets mixed up.

  • Every screen and e-mail is split by company

More companies on request

Start with one, add more as you grow.

  • Your account includes 1 Busy company; ask us for more
7 features

Security and privacy

Your books and your customers' data stay private.

Private, encrypted storage

Your PDFs are never public.

  • Stored encrypted; opened only through short-lived secure links

Secure connection

Busy talks to InfiQ over HTTPS only.

  • Your secret is stored scrambled (one-way) and shown only once
  • Change it any time, with a 24-hour grace period to update Busy

Roles and approvals

The right people control the right things.

  • Owners and managers configure; agents can only view
  • Sensitive changes need a 2-step code

Your account only

Your documents never mix with anyone else's.

  • Strict separation between businesses and between your Busy companies

Office IP lock

Accept documents only from your office.

  • Optional, per Busy company
  • Shows recent IPs, so setup is one click

Private documents

Pay slips stay private.

  • Sensitive documents are hidden from agents
  • Any document type can be marked private

Delete on request

Delete a contact, and their Busy documents go too.

  • Supports your data-protection obligations

At a glance

  • PDFs stored encrypted
  • HTTPS-only connection
  • Secret stored one-way, shown once
2 features

Reliability

Retries when WhatsApp is busy

Busy moments delay messages; they don't lose them.

  • Automatic retries with smart timing, including when your number is busy with a campaign

Honest status

You always know where a document stands.

  • If the result is uncertain, it's flagged for you, never silently resent

Use cases

Who uses Busy with InfiQ

Traders, distributors, multi-branch groups and the accountants who run Busy for clients.

These stories are illustrative examples, not testimonials.

Checklist

What you need

  1. An InfiQ account with a connected WhatsApp Business number

  2. The Busy integration switched on for your account: ask us, no extra fee

  3. Busy 21 accounting software, with its API / WhatsApp message settings

  4. An internet connection on the PC where Busy runs

  5. At least one approved WhatsApp template with a document header (InfiQ helps you create it)

  6. Your customers' consent to receive WhatsApp messages (WhatsApp policy)

Pricing

No integration fee. Pay only for what's delivered.

  • The Busy integration has no extra fee.
  • Each document is a normal WhatsApp message, charged from your InfiQ wallet at your plan's rate.
  • Charged only when delivered. Failed, skipped, duplicate and preview-mode documents are never charged.
  • Messages sent with a marketing template are charged at the marketing rate.
  • Payment reminders are normal messages, charged the same way.
  • Spend is shown in your Busy dashboard, taken from your actual wallet charges.
See message rates

FAQ

Busy integration: common questions

Setup, sending, reminders, pricing and data safety, answered plainly.

Do I need to install anything on my PC?

No. Busy 21 already has API settings. You paste a few values from InfiQ into them once.

Which documents can I send?

25 types across sales, purchase, job work, accounts, payroll and service: invoices, challans, quotations, orders, notes, receipts, payments, statements, confirmations, pay slips and service-call documents. You choose which types to switch on.

Which number do my customers see?

Your own WhatsApp Business number connected to InfiQ. With several numbers or Busy companies, you choose which number sends for each company.

Is there a fee for the Busy integration?

No. You pay only the normal WhatsApp message rate from your wallet, and only for delivered messages. See pricing.

What if I save the same invoice again?

It is not sent again within 24 hours, unless the document changed. You can turn off re-sending of changed documents.

Can I test before customers get anything?

Yes. Preview mode sends nothing, Test number mode sends everything to your own phone first, and the setup checker shows exactly what Busy sent.

Can the message include the invoice number and amount?

Yes. Busy fills in values such as invoice number, amount and date, and they appear in the WhatsApp message itself.

Can InfiQ remind customers about payments?

Yes. Automatic reminders before and after the due date, with an “Already paid” button. Reminders stop when the customer taps it, when you enter the receipt in Busy, or when you mark the invoice paid.

Can I use more than one Busy company?

Yes. Each company gets its own settings, number, document types and logs. Your account includes one; ask us for more.

Will customer replies reach me?

Yes. The document appears in the customer's chat in InfiQ, and their reply arrives in your inbox like any other message.

Can I stop sending to one party?

Yes. Turn on “Don't send Busy documents” on that contact, for any of your Busy companies.

What happens if something fails?

It shows in the Errors tab with the reason, and you get a daily summary. If Busy stops sending altogether, you get an alert.

Do my customers need to opt in?

Yes. WhatsApp requires that people agree to receive messages from your business. Contacts who opt out are never messaged.

Is my data safe?

PDFs are stored privately and encrypted, the connection is HTTPS-only, and your secret is stored one-way. You can lock the connection to your office IP and keep pay slips hidden from agents. Your data is fully separated from other businesses.

Why would a contact show as “Unknown”?

Only if Busy isn't set to send the party name. Add the party name to the message line, and InfiQ keeps contact names up to date. A contact's own WhatsApp name is also picked up when they message you.

Does it work if my PC is off?

Documents are sent when Busy saves them, so Busy must be running and online at that moment. Payment reminders go out on schedule from InfiQ, even when your PC is off.

Still have questions?

Ask us about your Busy setup on WhatsApp.

Stop sending documents by hand.

Turn on Busy in InfiQ and send your first document in minutes. No integration fee.

Get startedTalk to us
  • Works with Busy's built-in API settings
  • Built on the official WhatsApp Business Platform
  • No integration fee · pay only for delivered messages
  • Private, encrypted document storage

Busy is a trademark of its respective owner. InfiQ is an independent product and is not affiliated with, endorsed by, or sponsored by the makers of Busy. WhatsApp is a trademark of WhatsApp LLC.