Textmagic + Zoho Books

Textmagic + Zoho Books integrations

Send messages in TextMagic SMS for new estimates in Zoho Books

Stay in constant communication with your clients by sending them instant SMS notifications when a new estimate is created in Zoho Books. With this automation, every time a new estimate is added in Zoho Books, a personalized text message will be sent to your client through TextMagic SMS, informing them about the estimate details. This helps you provide exemplary customer service and ensures that clients are always in the loop regarding their financial transactions.

When this happens...
New EstimateTriggers when a new estimate is created.
TriggerInstant
automatically do this!
Send SMSSends a new message.
ActionWrite

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More things you can do with Zoho Books and Textmagic

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

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
Try It
- 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
New Chat
Triggers when a new chat is created.
Trigger
Instant
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New Incoming Call
Triggers when someone calls your TextMagic number.
Trigger
Instant
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New Incoming Message
Triggers when a new incoming message is received.
Trigger
Instant
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New Ticket
Triggers when a new support ticket is created.
Trigger
Instant
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Task Updated
Triggers when task is updated.
Trigger
Instant
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- Phone
  Required
- First Name
- Last Name
- Email
- Company Name
- Lists
- Phone Number Format
- Country
- Edit Existing Contact When Found
Action
Write
- Name
- Shared
Action
Write
- Chat
  Required
- Assignee
  Required
Action
Write
- Task board
  Required
- Task
  Required
- Assignee
  Required
Action
Write
- Sender Id
  Required
- Subject
  Required
- Message
  Required
- Contacts
- Lists
- Emails
- From name
- Reply to email
Action
Write
- Inbox
  Required
- Subject
  Required
- Priority
  Required
- Requester
- Requester Email
- Assignee
- Tags
Action
Write
- List
  Required
- Contact
  Required
Action
Write
- Phone
  Required
- Country
Action
Write
- Text
  Required
- Phones
- Contacts
- Lists
- From
- Maximum SMS Parts Count
- Reference ID
- Phone Numbers Format
- Phone Numbers Country
- Schedule Message
- Timezone
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- List Name
- Include Shared Lists?
Action
Search
- List Name
- Include Shared Lists?
- Name
- Shared
Action
Search or 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
Chat Updated
Triggers when chat is updated.
Trigger
Instant
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New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Missed Call
Triggers when you miss an incoming call to your TextMagic number.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
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New Unsubscriber
Triggers when someone unsubscribes from your communication.
Trigger
Instant
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Ticket Updated
Triggers when ticket is updated.
Trigger
Instant
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- List
  Required
- Contact
  Required
Action
Write
- Contact
  Required
- Tags
  Required
Action
Write
- Contact
  Required
- Assignee
  Required
Action
Write
- Pipeline
  Required
- Stage
  Required
- Title
  Required
- Amount
  Required
- Description
- Assignee
- Probability
- Estimated Close Date
- Contact
Action
Write
- Board
  Required
- Stage
  Required
- Title
  Required
- Priority
  Required
- Description
- Due date
- Assignee
- Contact
Action
Write
- Deal pipeline
  Required
- Deal
  Required
- Assignee
  Required
Action
Write
- Dedicated Number
  Required
- Forward Calls To
  Required
Action
Write
- Email
  Required
Action
Write
- Custom Field
  Required
- Contact
  Required
- Custom Field Value
Action
Write
- Contact Search Query
- Exact Match
- Include Shared Contacts?
- Phone Number Format
- Country
- Empty result when query is empty
Action
Search
- Contact Search Query
- Exact Match
- Include Shared Contacts?
- Phone Number Format
- Country
- Empty result when query is empty
- Phone
  Required
- First Name
- Last Name
- Email
- Company Name
- Lists
- Edit Existing Contact When Found
Action
Search or write

About Textmagic

Textmagic is a business messaging service for sending SMS broadcasts, email campaigns, notifications, alerts, reminders, and confirmations.

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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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