# Workflow for Zoho Books

Simply choose a template that fits your brand, map key variables to ensure the correct data is included, and add specific actions to dictate the next steps. The entire system is built for convenience, allowing you to make quick updates and adjustments with just a few simple clicks.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FBw2MstPItCz02pqLs4CY%2Fimage.png?alt=media&#x26;token=627855fb-c007-4546-9cbb-c137f1accde5" alt=""><figcaption></figcaption></figure>

## Send Estimate&#x20;

You can send estimate notification to your customers through WhatsApp.

1. Go to Zoho Books integration Workflow. Toggle the button on the right side.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FiF2yTE6inQx4EjEaJLls%2FScreenshot%202025-08-04%20152238.png?alt=media&#x26;token=b501ab3a-36d3-4021-a2b6-bccf79acd27a" alt=""><figcaption></figcaption></figure>

2. Click 'Pick Template+' and select a template.
3. Select 'Add Action' from the dropdown and click 'Submit'.

### Estimate Reminder 1 Day After

You can send a reminder notification 1 day after sending the estimate through WhatsApp.

1. Go to Zoho Books integration Workflow and click on the Use button beside the 'Estimate Reminder 1 Day After'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FTRwR5qP6USomMZ3gzGRA%2FScreenshot%202025-08-04%20152504.png?alt=media&#x26;token=587abfd6-614f-40a8-9ae1-61d2822ccc5e" alt=""><figcaption></figcaption></figure>

2. Click 'Pick Template+' and select a template.
3. Select 'Add Action' from the dropdown and click 'Submit'.

### Estimate Reminder 3 Days After

You can send a reminder notification 3 days after sending the estimate through WhatsApp.

1. Go to Zoho Books integration Workflow and click on the Use button beside the 'Estimate Reminder 3 Days After'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FvZlKSyQ0Jqnp7GCx6h8I%2FScreenshot%202025-08-04%20152828.png?alt=media&#x26;token=2a187f57-fe83-43de-8d19-e7bcaa313557" alt=""><figcaption></figcaption></figure>

2. Click 'Pick Template+' and select a template.
3. Select 'Add Action' from the dropdown and click 'Submit'.

### Estimate Reminder 6 Days After

You can send a reminder notification 6 days after sending the estimate through WhatsApp.

1. Go to Zoho Books integration Workflow and click on the Use button beside the 'Estimate Reminder 6 Days After'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F8N5cPxOa0dVgOU2B2pH5%2FScreenshot%202025-08-04%20153019.png?alt=media&#x26;token=d9aacbe9-c69b-4904-88d5-0b335c6b5ce1" alt=""><figcaption></figcaption></figure>

2. Click 'Pick Template+' and select a template.
3. Select 'Add Action' from the dropdown and click 'Submit'.

### Estimate Reminder 1 Day Before

You can send a reminder notification 1 day before the estimate expires through WhatsApp.

1. Go to Zoho Books integration Workflow and click on the Use button beside the 'Estimate Reminder 1 Day Before'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F6sdUtMNDPJoMX9qeKZNV%2FScreenshot%202025-08-04%20154008.png?alt=media&#x26;token=ae670b7b-fb73-4ecf-bd42-6e06360a832a" alt=""><figcaption></figcaption></figure>

2. Click 'Pick Template+' and select a template.
3. Select 'Add Action' from the dropdown and click 'Submit'.

### Estimate Reminder 3 Days Before

You can send a reminder notification 3 days before the estimate expires through WhatsApp.

1. Go to Zoho Books integration Workflow and click on the Use button beside the 'Estimate Reminder 3 Days Before'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F1fzRjAVWYZnz0Ra3qWQN%2FScreenshot%202025-08-04%20154158.png?alt=media&#x26;token=2f0dae91-b755-4080-97ff-3f93939463ed" alt=""><figcaption></figcaption></figure>

2. Click 'Pick Template+' and select a template.
3. Select 'Add Action' from the dropdown and click 'Submit'.

### Estimate Reminder 6 Days Before

You can send a reminder notification 6 days before the estimate expires through WhatsApp.

1. Go to Zoho Books integration Workflow and click on the Use button beside the 'Estimate Reminder 6 Days Before'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F5oowSFLRxdlNu91Pp9d4%2FScreenshot%202025-08-04%20154731.png?alt=media&#x26;token=54a141b4-50d2-49ba-b008-a2e3bdaaa7db" alt=""><figcaption></figcaption></figure>

## **Send Invoice Notification**&#x20;

You can send Invoice notification to your customers through WhatsApp.&#x20;

1. Go to Zoho Books integration Workflow. Toggle the button on the right side.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FhAntL6NO2ERmin0Ze8Js%2FScreenshot%202025-08-04%20155047.png?alt=media&#x26;token=1d48deb8-86ca-4bd6-a5f8-af730c0920ba" alt=""><figcaption></figcaption></figure>

2. Click 'Pick Template+' and select a template.
3. Select 'Add Action' from the dropdown and click 'Submit'.

## Invoice Payment Success

Notify your customers when the invoice payment is successful through WhatsApp.

1. Go to Zoho Books integration Workflow. Toggle the button on the right side.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FE8uR3SlV2RpdFKQQmUKr%2FScreenshot%202025-08-04%20155422.png?alt=media&#x26;token=964c9904-28c4-4159-a952-718c8e850af4" alt=""><figcaption></figcaption></figure>

2. Click 'Pick Template+' and select a template.
3. Select 'Add Action' from the dropdown and click 'Submit'.

### Invoice Reminder 1 Day After Due Date

You can send an invoice reminder 1 day after the due date through WhatsApp.

1. Go to Zoho Books integration Workflow and click on the Use button beside the 'Invoice Reminder 1 Day After Due Date'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FtpZQpeI1phiHQlfTM400%2FScreenshot%202025-08-04%20161001.png?alt=media&#x26;token=cde61c83-da65-4cb0-8ee6-399f9e88a188" alt=""><figcaption></figcaption></figure>

2. Click 'Pick Template+' and select a template.
3. Select 'Add Action' from the dropdown and click 'Submit'.

### Invoice Reminder 3 Days After Due Date

You can send an invoice reminder 3 days after the due date through WhatsApp.

1. Go to Zoho Books integration Workflow and click on the Use button beside the 'Invoice Reminder 3 Days After Due Date'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FjXqs7gVdowd6x9dMc5oZ%2FScreenshot%202025-08-04%20161717.png?alt=media&#x26;token=57ba5a55-5656-45b8-9111-ba86aad308a4" alt=""><figcaption></figcaption></figure>

2. Click 'Pick Template+' and select a template.
3. Select 'Add Action' from the dropdown and click 'Submit'.

### Invoice Reminder 6 Days After Due Date

You can send an invoice reminder 6 days after the due date through WhatsApp.

1. Go to Zoho Books integration Workflow and click on the Use button beside the 'Invoice Reminder 6. Days After Due Date'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FSIpuEEmscO8V3SqUtHl5%2FScreenshot%202025-08-04%20161914.png?alt=media&#x26;token=82031e3c-4a02-48c7-abac-8a4e03e8e2c4" alt=""><figcaption></figcaption></figure>

2. Click 'Pick Template+' and select a template.
3. Select 'Add Action' from the dropdown and click 'Submit'.

### Invoice Reminder 1 Day Before Due Date

You can send an invoice reminder 1 day before the due date through WhatsApp.

1. Go to Zoho Books integration Workflow and click on the Use button beside the 'Invoice Reminder 1 Day Before Due Date'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F7qkmJwZgyaI6szep8yYi%2FScreenshot%202025-08-04%20162141.png?alt=media&#x26;token=bdde62ef-6607-496c-8afc-60b0277134fe" alt=""><figcaption></figcaption></figure>

2. Click 'Pick Template+' and select a template.
3. Select 'Add Action' from the dropdown and click 'Submit'.

### Invoice Reminder 3 Days Before Due Date

You can send an invoice reminder 3 days before the due date through WhatsApp.

1. Go to Zoho Books integration Workflow and click on the Use button beside the 'Invoice Reminder 3 Days Before Due Date'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FvPg48wUM2ELUMclVQB1S%2FScreenshot%202025-08-04%20162459.png?alt=media&#x26;token=87770fe7-6edb-4285-887e-e0132ad670eb" alt=""><figcaption></figcaption></figure>

2. Click 'Pick Template+' and select a template.
3. Select 'Add Action' from the dropdown and click 'Submit'.

### Invoice Reminder 6 Days Before Due Date

You can send an invoice reminder 6 days before the due date through WhatsApp.

1. Go to Zoho Books integration Workflow and click on the Use button beside the 'Invoice Reminder 6 Days Before Due Date'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FFxllmSriLKkrI2Uwnbl4%2FScreenshot%202025-08-04%20162631.png?alt=media&#x26;token=d7fbd098-9a5b-46cf-84ce-6a70e2bf52be" alt=""><figcaption></figcaption></figure>

2. Click 'Pick Template+' and select a template.
3. Select 'Add Action' from the dropdown and click 'Submit'.