WP SMS + Zoho Books

WP SMS + Zoho Books integrations

Send sms for new customers from Zoho Books with WP SMS

With this streamlined workflow, every time you gain a new customer in Zoho Books, a welcome message is immediately sent via the WP SMS app. Harness the efficiency and personal touch of this automation to enhance your customer communication strategy, saving you valuable time and ensuring no new client goes unnoticed. Boost your customer experience and relationship management from the moment they sign up with your service.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerInstant
automatically do this!
Send SMSSend a new SMS.
ActionWrite

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More things you can do with Zoho Books and WP SMS

Discover other triggers and actions you can use with Zoho Books and WP SMS

- 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 Subscriber
Triggers when a new subscriber is created.
Trigger
Instant
Try It

- Sender ID
  Required
- Recipients
  Required
- Message
  Required
- Numbers
- Group ID
- User Role ID
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 SMS
Triggers when a new SMS is sent out.
Trigger
Instant
Try It
- Subscriber Name
  Required
- Subscriber Mobile
  Required
- Subscriber Group ID
Action
Write

About WP SMS

WP SMS is the most advanced SMS messaging and notification plugin for WordPress.

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Related categories

Phone & SMS

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 sms via WP SMS for every new estimate created in Zoho Books

Related Zap Templates

Send sms via WP SMS for every new estimate created in Zoho Books