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Sofy + Zoho Books

Send an sms in Sofy for new estimates in Zoho Books

Stay updated with your business finances with this streamlined workflow. When a new estimate is made in Zoho Books, it triggers a text message via Sofy, keeping you informed instantly. Harnessing this automation enhances your communication and ensures you never miss an update on your estimates. This is your key to keeping track of your financial commitments in real time.

Stay updated with your business finances with this streamlined workflow. When a new estimate is made in Zoho Books, it triggers a text message via Sofy, keeping you informed instantly. Harnessing this automation enhances your communication and ensures you never miss an update on your estimates. This is your key to keeping track of your financial commitments in real time.

  1. When this happens...
    Zoho BooksZoho Books
    New Estimate

    Triggers when a new estimate is created.

    TriggerInstant
  2. automatically do this!
    SofySofy
    Send an SMS

    Sends an SMS with the specified message

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • Status

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • 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

    Action
    Write

    • 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

    Action
    Write
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About Sofy

Sofy is a marketing platform for businesses, allowing them to manage their online visibility and reach out to their customers.

Related categories

  • Phone & SMS
zoho-books logo
zoho-books logo

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

  • Accounting
  • Zoho