Learn how to automatically send WhatsApp and SMS notifications for new invoices in Zoho Books using Pabbly Connect. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Invoice Notifications

To send instant WhatsApp and SMS notifications for new invoices in Zoho Books, you’ll first need to set up Pabbly Connect. This platform allows you to automate the integration between Zoho Books and your messaging services.

Begin by signing up for a free account on Pabbly Connect. Once you log in, navigate to the dashboard and create a new workflow. You can name it something like ‘Zoho Books to WhatsApp and SMS Automation’. This step is crucial for managing your automation effectively.

2. Configuring the Trigger for New Invoices in Zoho Books

The next step is to configure the trigger in Pabbly Connect, which will activate whenever a new invoice is created in Zoho Books. In the trigger window, select Zoho Books as the app and choose ‘New Invoice’ as the trigger event.

  • Choose Zoho Books from the app list.
  • Select the trigger event ‘New Invoice’.
  • Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Zoho Books account. Under the settings, navigate to ‘Workflow Rules’ and create a new workflow rule. Name it and set the module to ‘Invoice’ to ensure that it triggers correctly when a new invoice is created.

3. Sending WhatsApp Notifications via Pabbly Connect

Once the trigger is set up, the next step is to send WhatsApp notifications using Pabbly Connect. In the action step, select the WhatsApp Cloud API and choose ‘Send Template Message’ as the action event.

Connect your WhatsApp Cloud API account by entering your token, phone number ID, and WhatsApp Business Account ID. After connecting, select the template you created for sending invoice notifications. Ensure this template is approved by Facebook before using it.

  • Choose the template for invoice notifications.
  • Map the customer’s mobile number from the trigger response.
  • Fill in the dynamic fields like customer name, invoice number, and due date.

This setup ensures that every time a new invoice is created, the customer receives a WhatsApp message with the invoice details, enhancing communication efficiency.

4. Sending SMS Notifications Using Pabbly Connect

In addition to WhatsApp messages, you can also send SMS notifications through Pabbly Connect. For this, add another action step and select your SMS service provider, such as BulkSMS.

Connect your SMS account by entering the necessary credentials. Specify the sender ID and the mobile number to which the SMS should be sent. You can map the mobile number from the Zoho Books trigger response to ensure the message reaches the correct customer.

Craft a concise SMS body, such as: ‘Hello [Customer Name], your invoice has been sent to you via email and WhatsApp for your records. Best regards, ABC Company.’ This message will keep your customers informed about their invoices effectively.

5. Testing the Integration for Effectiveness

After setting up both WhatsApp and SMS notifications, it’s essential to test the integration using Pabbly Connect. Go back to your Zoho Books account and create a new invoice for a test customer.

Once the invoice is created, check your WhatsApp and SMS inboxes. You should receive the notifications almost immediately, confirming that the integration is functioning as intended. This testing phase is crucial to ensure everything is set up correctly.

If you encounter any issues, review the steps in Pabbly Connect to ensure all mappings and connections are correct. This way, you can guarantee that your customers receive timely notifications about their invoices.

Conclusion

In this tutorial, we explored how to automate sending WhatsApp and SMS notifications for new invoices in Zoho Books using Pabbly Connect. By following these steps, you can enhance customer communication and streamline your invoicing process effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.