Gupshup + Zoho Books
Send template messages in Gupshup for new sales invoices in Zoho Books
When a new sales invoice is created in Zoho Books, this workflow instantly sends a template message via Gupshup. This process simplifies your communication, ensuring important financial information is conveyed swiftly and accurately, minimizing the likelihood of delays or misunderstandings. An efficient solution for businesses aiming to streamline their invoice communication process.
When a new sales invoice is created in Zoho Books, this workflow instantly sends a template message via Gupshup. This process simplifies your communication, ensuring important financial information is conveyed swiftly and accurately, minimizing the likelihood of delays or misunderstandings. An efficient solution for businesses aiming to streamline their invoice communication process.
- When this happens...New Sales Invoice
Triggers when a new sales invoice is created.
- automatically do this!Send Template Message
Template messaging enables a business to send out notification to their customers outside 24 hours window. WhatsApp mandates that notification should be only send to the users who has given consent to receive messages from the business. Keeping this as a default behavior on our platform, template messages can be only sent to users who are marked opt-in. Success indicates a message has been queued for sending.
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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
Reference Number