WooCommerce + Zoho Books + SMS by Zapier Integrations

How to connect WooCommerce + Zoho Books + SMS by Zapier

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Do even more with WooCommerce + Zoho Books + SMS by Zapier

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with WooCommerce, Zoho Books, and SMS by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Trigger RuleRequired
  Defines the WooCommerce Booking event that will trigger this Zap. Please see the Trigger Rules documentation for details.
Trigger
Instant
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- Trigger RuleRequired
  Defines the WooCommerce Customer event that will trigger this Zap. Please see the Trigger Rules documentation for details.
Trigger
Instant
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- Trigger RuleRequired
  Defines the WooCommerce Order event that will trigger this Zap. Please see the Trigger Rules documentation for details.
Trigger
Instant
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- Trigger RuleRequired
  Defines the WooCommerce Subscription event that will trigger this Zap. Please see the Trigger Rules documentation for details.
Trigger
Instant
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Update Coupon
Updates an existing coupon.
Action
Write

Update Customer
Updates an existing customer.
Action
Write
Update Order
Updates an existing order.
Action
Write

Update Product Price
Manage the regular price or sale price of an existing product or variation by SKU or ID.
Action
Write
Update Product
Updates an existing product or variation.
Action
Write
Update Subscription
Updates an existing subscription.
Action
Write
- Api Docs Info
  API docs for WooCommerce are located here https://docs.woothemes.com/document/woocommerce-rest-api/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
Find Customer
Finds a customer by searching.
Action
Search
Find Product
Finds a product or variation by searching.
Action
Search
Find or Create Coupon
Finds a coupon by searching.
Action
Search or write
Find or Create Order
Finds a order by searching.
Action
Search or write
Find or Create Subscription
Finds a subscription by searching.
Action
Search or write
- OrganizationRequired
Trigger
Instant
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- Status
  Triggers based on the Invoice status.
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- PAN Number
  Applicable only for Indian Edition.
- GSTIN or UIN
  GST Identification Number or Unique Identification Number (applicable only for Indian Edition).
- GST Treatment
  Applicable only for Indian Edition.
  Allowed values - business_gst, business_registered_composition, business_none, consumer, overseas, business_sez.
- Place of Contact
  Applicable only for Indian Edition.
  Allowed values - AN,AD,AR,AS,BR,CH,CG,DN,DD,DL,GA,GJ,HR,HP,JK,JH,KA,KL,LD,MP,MH,ML,MN,MZ,NL,OD,PY,PB,RJ,SK,TN,TS,TR,UP,UK,WB.
- Contact NameRequired
  Display name of the contact.
- 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
  Any conditions or terms to be followed during payment.
- Notes
- Vat Treatment
  Mandatory only for UK Edition(If International Trade is enabled).
- Tax Treatment
  Applicable only for UAE/KSA Edition.
- TRN Number
  Applicable only for UAE/KSA Edition.
- Place of Supply
  Place of supply(Only for KSA & UAE Edition).
Action
Write
- OrganizationRequired
- Customer NameRequired
  If the customer name doesn’t exist a new contact record will be created. .
- Invoice Number
  Mandatory if auto-generate option is disabled.
- Invoice Date
  Defaults to creation date if not specified.
- Due Date
- Payment Terms
  Payment terms (days). Invoice due date will be calculated based on this if specified.
- Discount
  Discount applied to the invoice in %. .
- Exchange Rate
- Item NameRequired
  .
- Description
- QuantityRequired
- RateRequired
- Discount ($)
- Payment Options
  Select which payment options you want to show on your invoices.
- Shipping Charge
  Shipping charges applied to the invoice.
  
  .
- Adjustment
  Adjustments made to the invoice.
- Allow Partial Payment
  Used to specify whether payment can be collected in parts. Advance payment and so on.
- Notes
- Send
  Select whether you wish to email the invoice to your customer. .
- VAT Treatment
  Only for UK Edition.
- Tax Treatment
  Applicable only for UAE/KSA Edition.
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

- Trigger RuleRequired
  Defines the WooCommerce Coupon event that will trigger this Zap. Please see the Trigger Rules documentation for details.
Trigger
Instant
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- Trigger RuleRequired
  Defines the WooCommerce Order event that will trigger this Zap. Please see the Trigger Rules documentation for details.
Trigger
Instant
Try It
- Trigger RuleRequired
  Defines the WooCommerce Product event that will trigger this Zap. Please see the Trigger Rules documentation for details.
Trigger
Instant
Try It
Create Coupon
Creates a new coupon.
Action
Write
Create Customer
Creates a new customer.
Action
Write
Create Order
Creates a new order.
Action
Write
Create Product
Creates a new product or variation.
Action
Write
Update Product Stock Quantity
Manage the stock quantity and stock status of an existing product or variation by SKU or ID.
Action
Write
Create Subscription
Creates a new subscription.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
Find Coupon
Finds a coupon by searching.
Action
Search
Find Order
Finds a order by searching.
Action
Search
Find Subscription
Finds a subscription by searching.
Action
Search
Find or Create Customer
Finds a customer by searching.
Action
Search or write
Find or Create Product
Finds a product or variation by searching.
Action
Search or write
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- Organization NameRequired
- Customer NameRequired
  You will either need to select a specific customer or enter a customer name. If the customer name doesn’t exist, we’ll create a contact record for the same.
- Estimate Number
  Mandatory if auto-generate option is disabled.
- Date
  The date on which the invoice was created. Today’s date will be used if the field is left blank. .
- Expiry Date
- NameRequired
  Select line items you wish to include. Multiple line items are separated by comma. .
- Rate
  Rate for the line items chosen above is mentioned here.
- QuantityRequired
  Quantity of each line item chosen above is shown here (quantities are separated by commas).
- Discount
  Full line item discount separated by comma.
- Description
- Exchange Rate
  Exchange rate if dealing with various currencies.
- Estimate Notes
- Send
  Select whether you wish to email the invoice to your customer.
- Estimate Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Item Name
- Description
- Rate
  Price of the item.
- Tax Percentage
  Tax applied on the item.
Action
Write
- From Number
  Will attempt to send from this number, falling back to a random number if no longer available or unspecified.
- MessageRequired
  Messages should not contain any reference to alcohol, illegal drugs, cannabis/CBD, firearms, gambling, prescription medication, tobacco, or adult content, and comply with Twilio's Messaging Policy. Messages exceeding 153 characters will truncate.
Action
Write

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How WooCommerce + Zoho Books + SMS by Zapier Integrations Work

Step 1: Authenticate WooCommerce, Zoho Books, and SMS by Zapier.
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.

Connect apps

Connect WooCommerce + Zoho Books + SMS by Zapier

About WooCommerce

WooCommerce is the eCommerce platform for WordPress. This connection requires a paid extension.

Learn more

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.

Related categories

About SMS by Zapier

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!

Related categories

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WooCommerce + Zoho Books + SMS by Zapier Integrations

How to connect WooCommerce + Zoho Books + SMS by Zapier

Do even more with WooCommerce + Zoho Books + SMS by Zapier

Booking

Customer

Trigger RuleRequired

Line Item in an Order

Trigger RuleRequired

Subscription

Trigger RuleRequired

Update Coupon

Update Customer

Update Order

Update Product Price

Update Product

Update Subscription

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Customer

Find Product

Find or Create Coupon

Find or Create Order

Find or Create Subscription

New Estimate

OrganizationRequired

New Sales Invoice

Status

OrganizationRequired

Create Customer

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

Create Sales Invoice

OrganizationRequired

Customer NameRequired

Invoice Number

Invoice Date

Due Date

Payment Terms

Discount

Exchange Rate

Item NameRequired

Description

QuantityRequired

RateRequired

Discount ($)