WhatsApp Notifications + Zoho Books

WhatsApp Notifications + Zoho Books integrations

Send WhatsApp Notifications for new estimates in Zoho Books

When a new estimate is generated in Zoho Books, this workflow ensures you stay informed by sending a message through WhatsApp Notifications. Save time and streamline your communication process by letting this workflow manage notifications for you. Stay on top of your finances and improve your customer communications with this simple, efficient tool.

When this happens...
New EstimateTriggers when a new estimate is created.
TriggerInstant
automatically do this!
Send MessageSends a message to a WhatsApp user.
ActionWrite

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More things you can do with Zoho Books and WhatsApp Notifications

Discover other triggers and actions you can use with Zoho Books and WhatsApp Notifications

- 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

- 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
- Template
  Required
Action
Write

About WhatsApp Notifications

Receive notifications on WhatsApp.

Related categories

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

Zoho

Related Zap Templates

Send WhatsApp Notifications messages for new Zoho Books sales invoices

Send messages in WhatsApp Notifications for new expenses in Zoho Books

Send messages via WhatsApp Notifications for new customers in Zoho Books