Zoho Books SMS Integration

Yes - Mobile Message does integrate with Zoho Books!

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.
Categories:
Connect Now with Zapier SMS Pricing Start a Free Trial50 FREE SMS Credits

A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.

Zoho Books SMS Integration

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 cents SMS Service
Bulk SMS at 1.6¢ per SMS

Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.

Direct Carrier SMS Delivery
100% Direct Delivery - Guaranteed

We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.

Free Dedicated SMS Number
FREE Dedicated Number

Get a dedicated vitrual 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

feature-icon
Easy-to-Use Integration

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

feature-icon
Custom Sender IDs

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

feature-icon
Real-Time Delivery Receipts

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

feature-icon
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.

Similar Integrations

Xero
Xero

Integrating Xero with Mobile Message can streamline communication for Australian businesses by automating invoice alerts and payment reminders via SMS...

Learn More
legodesk
legodesk

The Legodesk integration in Zapier can significantly enhance the operations of Australian law firms when paired with Mobile Message. By automating SMS...

Learn More
FYI
FYI

The FYI integration with Zapier can streamline how Australian businesses manage their documents and communications by allowing users to send SMS notif...

Learn More
Brex
Brex

Integrating Brex with Mobile Message can streamline financial communications for Australian businesses by sending automated SMS notifications regardin...

Learn More

Ready to Try Mobile Message?

Our sign-up process takes just 2 minutes and gives you instant access to our bulk SMS platform. You can start sending messages today!

Start Messaging Now50 FREE SMS Credits