Gupshup + Zoho Books

Gupshup + Zoho Books integrations

Send template messages in Gupshup for new sales invoices in Zoho Books

When a new sales invoice is created in Zoho Books, this workflow instantly sends a template message via Gupshup. This process simplifies your communication, ensuring important financial information is conveyed swiftly and accurately, minimizing the likelihood of delays or misunderstandings. An efficient solution for businesses aiming to streamline their invoice communication process.

When this happens...
New Sales InvoiceTriggers when a new sales invoice is created.
TriggerInstant
automatically do this!
Send Template MessageTemplate messaging enables a business to send out notification to their customers outside 24 hours window. WhatsApp mandates that notification should be only send to the users who has given consent to receive messages from the business. Keeping this as a default behavior on our platform, template messages can be only sent to users who are marked opt-in. Success indicates a message has been queued for sending.
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More things you can do with Zoho Books and Gupshup

Discover other triggers and actions you can use with Zoho Books and Gupshup

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Item Name
  Required
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write

- Organization
  Required
- Invoice Number
  Required
Action
Search
- Phone Number
  Required
- Opt in or Out
  Required
Action
Write

- Organization
  Required
Trigger
Instant
Try It
- Status
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- Company Name
- First Name
- Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item Name
  Required
- Description
- Quantity
  Required
- Rate
  Required
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Receive Incoming Messages
Triggers when any one of New message, New media message, Interactive quick reply, Template quick reply, Opt-in, or Opt-out is received in your WhatsApp Business Account. Provide your WhatsApp Account credentials and then select the event to link this trigger to.
Trigger
Instant
Try It
- Phone Number
  Required
- Template Type
  Required
- Template
  Required
Action
Write

About Gupshup

Gupshup is a Conversational Messaging Platform that helps businesses engage with customers across 30+ messaging channels across commerce, marketing, and support.

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Related categories

Communication

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

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Related categories

Accounting

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