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Wati + Zoho Books

Send Wati session messages for new Zoho Books sales invoices

Stay on top of your sales invoices and enhance communication with customers by connecting Zoho Books and Wati. With this workflow, whenever a new sales invoice is created in Zoho Books, a session message will be sent through Wati to inform your clients. Streamline your invoicing process and improve client engagement with this seamless automation.

Stay on top of your sales invoices and enhance communication with customers by connecting Zoho Books and Wati. With this workflow, whenever a new sales invoice is created in Zoho Books, a session message will be sent through Wati to inform your clients. Streamline your invoicing process and improve client engagement with this seamless automation.

  1. When this happens...
    Zoho BooksZoho Books
    New Sales Invoice

    Triggers when a new sales invoice is created.

    TriggerInstant
  2. automatically do this!
    WatiWati
    Send Session Message

    Send a WhatsApp Message to an open session

    ActionWrite
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Supported triggers and actions

What does this mean?

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • Organization NameRequired

    • Customer NameRequired

    • Estimate Number

    • Date

    • Expiry Date

    • NameRequired

    • RateRequired

    • QuantityRequired

    • Discount

    • Description

    • Exchange Rate

    • Estimate Notes

    • Send

    • Estimate Terms

    • Shipping Charge

    Action
    Write

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • Status

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    • PAN Number

    • GSTIN or UIN

    • GST Treatment

    • Place of Contact

    • Contact NameRequired

    • 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

    • OrganizationRequired

    • Customer NameRequired

    • Invoice Number

    • Invoice Date

    • Due Date

    • Payment Terms

    • Discount

    • Exchange Rate

    • Item NameRequired

    • Description

    • QuantityRequired

    • RateRequired

    • Discount ($)

    • Payment Options

    • Shipping Charge

    • Adjustment

    • Allow Partial Payment

    • Notes

    • Send

    • VAT Treatment

    • Tax Treatment

    Action
    Write
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About Wati

Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
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Related categories

  • Communication
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zoho-books logo

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.

Related categories

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