Wati + Zoho Books

Wati + Zoho Books integrations

Create Wati contacts for new Zoho Books customers

Connect your Zoho Books and Wati accounts to simplify your customer onboarding process. This workflow automatically creates a new contact in Wati when a new customer is added in Zoho Books, ensuring seamless communication with your clients from the start. Stay organized and efficient by streamlining contact management between your sales and messaging platforms.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerInstant
automatically do this!
Add a ContactAdd a new contact on WATI
ActionWrite

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More things you can do with Zoho Books and Wati

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

- Organization
  Required
Trigger
Instant
Try It
- 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 Incoming Message
When there is any incoming message on your number
Trigger
Instant
Try It

- WhatsApp Number
  Required
- Message Text
  Required
Action
Write
- WhatsApp Number
  Required
- Custom Params
  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
New Contact Created
When a new contact is created from an incoming whatsapp message
Trigger
Instant
Try It
- WhatsApp Number
  Required
- Contact Name
  Required
- Custom Params
Action
Write
- WhatsApp Number
  Required
- Template Name
  Required
- Broadcast Name
  Required
- Custom Params
- Phone number
Action
Write

About Wati

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

HelpHelp

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.

HelpHelp

Related categories

Accounting

Zoho

Related Zap Templates

Send Wati session messages for new Zoho Books sales invoices

Send template messages in Wati for new estimates in Zoho Books