Zoho Books SMS Integration

Yes — Mobile Message integrates with Zoho Books. Send and receive SMS from the tools you already use.

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✓ 50 FREE SMS credits included when you sign up

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Mobile Message

About the Zoho Books integration

A new sales invoice landing in Zoho Books is often the last real chance to reach a customer before a payment slips past its due date. Connected to Mobile Message through Zapier, that moment can trigger a text reminder the instant the invoice is created, rather than waiting on an email that gets buried. The same link covers estimates too, so a customer can get a text nudging them to review a quote as soon as it is sent.

Zoho Books also tracks new customers and expenses, and those events carry over just as directly. Once a new customer is created in Zoho Books, that person can be added as a Mobile Message contact ready for future messages, and a reply that comes in by SMS can create a matching customer record on the Zoho Books side. It is a one-directional automation built through Zapier, so each event on one side simply triggers a single action on the other.
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A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

Connect Zoho Books and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant A new sales invoice is created Zoho Books · New Sales Invoice
Then Text the customer a payment reminder Mobile Message · Send SMS
Use this Zap
When Instant A new customer is created in Zoho Books Zoho Books · New Customer
Then Add them as a Mobile Message contact Mobile Message · Create Contact
Use this Zap
When Instant A new estimate is created Zoho Books · New Estimate
Then Text the customer to review their quote Mobile Message · Send SMS
Use this Zap
When A customer texts your business Mobile Message · Inbound SMS Received
Then Create a new customer record in Zoho Books Zoho Books · Create Customer
Use this Zap
1.6¢ per SMS on Your First Purchase

Your first purchase is just 1.6¢ per message at any volume, and credits never expire. Stock up early and enjoy lasting value.

100% Direct-to-Carrier Delivery

Every message goes directly to Australian mobile carriers, never through other SMS aggregators or offshore routes.

FREE Dedicated Number

Get a dedicated virtual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything Zoho Books supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 5
  • New Customer — Triggers when a new customer is created.
  • New Estimate — Triggers when a new estimate is created.
  • New Expense — Triggers when an expense is created.
  • New Item — Triggers when a new item is created.
  • New Sales Invoice — Triggers when a new sales invoice is created.
Actions 5
  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • Create Customer — Creates a new customer.
  • Create Estimate — Creates a new estimate.
  • Create Item — Creates a new item.
  • Create Sales Invoice — Creates a new sales invoice.

Everything Your Integration Needs

Easy-to-Use Integration
Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

Custom Sender IDs
Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

Real-Time Delivery Receipts
Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

Inbound SMS Handling
Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

Zoho Books + SMS: common questions

Can Zoho Books text customers automatically when an invoice is created?

Yes. Linking the New Sales Invoice trigger to Mobile Message's Send SMS action through Zapier sends a text reminder as soon as the invoice is created in Zoho Books, prompting the customer before the due date arrives.

Can a customer's SMS reply create them as a customer in Zoho Books?

Yes. Mobile Message's Inbound SMS Received trigger can fire the Create Customer action in Zoho Books, so someone who texts your business ends up with a matching customer record ready for invoicing.

What is needed to connect Zoho Books invoices to Mobile Message texts?

An active Zoho Books account, a Mobile Message account, and a Zapier account to join them. There is no coding involved, you pick a trigger like New Sales Invoice and choose the Mobile Message action, and Zapier runs it from there.

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