1.Catches retainer invoice payload
Integrate Webhooks by Zapier to detect retainer invoice payloads and trigger contact lookup from the payload fields.
Send retainer invoice link to customers' mobile inboxes
Automatically monitor retainer invoice payloads across Zoho Books and messaging apps. Request payment by sending a mobile invoice link when invoice details arrive, then record retainer status and shorten links so you can reduce follow-up delays without manual outreach.
How this automation sends payment requests at scale
When retainer invoice events arrive without a direct mobile payment path, collection slows and work piles up. This automation catches the retainer payload, looks up contacts, normalizes mobile numbers, shortens invoice links, and sends templated messagesβso your team can follow up faster.
Webhooks by Zapieror swap with your favorite app
2.Finds contact in Zoho Books
Integrate Zoho Books and analytics tools to map the webhook customer reference to contact name and mobile for messaging.
Zoho Booksor swap with your favorite app
3.Normalizes mobile number
Integrate Formatter by Zapier and data cleaning tools to remove plus signs and whitespace and output a clean number.
Formatter by Zapieror swap with your favorite app
4.Finds or creates retainer record
Integrate Zapier Tables and spreadsheet tools to search by retainer reference and create an auditable record on no match.
Zapier Tablesor swap with your favorite app
5.Shortens invoice link
Integrate URL Shortener by Zapier and link tracking tools to shorten the webhook invoice URL for message delivery.
URL Shortener by Zapieror swap with your favorite app
6.Sends templated mobile message
Integrate SleekFlow and messaging templates to send the retainer payment request using contact name, amount, and the shortened link.
SleekFlowor swap with your favorite app
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