WATI + Zoho Books Integrations
How to connect WATI + Zoho Books
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New Contact CreatedWhen a new contact is created from an incoming whatsapp messageTrigger- New Incoming MessageWhen there is any incoming message on your numberTrigger
- Add a ContactAdd a new contact on WATIAction
- Send Session MessageSend a WhatsApp Message to an open sessionAction
- Send Template MessageSend an approved template WhatsApp messageAction
- Update Contact AttributeUpdate an existing Contact with attributes on WATIAction
New CustomerTriggers when a new customer is created.Trigger- New EstimateTriggers when a new estimate is created.Trigger
- Zoho Books
Triggers when an expense is created.
Instant
Trigger
- Zoho Books
Triggers when a new sales invoice is created.
Instant
Trigger
- Zoho Books
Triggers when a new item is created.
Instant
Trigger
- Zoho Books
Creates a new customer.
Scheduled
Action
- Zoho Books
Creates a new estimate.
Scheduled
Action
- Zoho Books
Creates a new sales invoice.
Scheduled
Action
- Zoho Books
Creates a new item.
Scheduled
Action
- Zoho Books
Finds an existing Invoice.
Scheduled
Action
How WATI + Zoho Books Integrations Work
- Step 1: Authenticate WATI and Zoho Books.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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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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