Wati + Zoho Books
Send template messages in Wati for new estimates in Zoho Books
Turn estimates into actionable conversions with this efficient workflow. Whenever a new estimate is created in your Zoho Books, it activates a streamlined process that promptly sends a template message via your Wati application. Not only does this automation save you precious time, but it also ensures that your clients receive timely responses to their inquiries, enhancing your customer service and interaction. Simplify your sales processes with this seamless connectivity.
Turn estimates into actionable conversions with this efficient workflow. Whenever a new estimate is created in your Zoho Books, it activates a streamlined process that promptly sends a template message via your Wati application. Not only does this automation save you precious time, but it also ensures that your clients receive timely responses to their inquiries, enhancing your customer service and interaction. Simplify your sales processes with this seamless connectivity.
- When this happens...New Estimate
Triggers when a new estimate is created.
- automatically do this!Send Template Message
Send an approved template WhatsApp message
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OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganization NameRequired
Customer NameRequired
Estimate Number
Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Exchange Rate
Estimate Notes
Send
Estimate Terms
Shipping Charge
OrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
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
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