Workflow for Zoho Books

Easily send invoice or payment-related notifications with our workflow. Select a template, map the variables, and add actions. Update your workflow with just a few clicks.

Send Invoice Notification Workflow

1. Click on "Use" next to the Send Invoice Notification Workflow.

2. Click on "Choose Template Message" to open the template library and select the desired template. To select the template you want to send to customers, click "Use" above the chosen template, as shown below.

3. After selecting the template, map the necessary variables in the template and click "Done."

   • For the Media URL, map the "Invoice Pdf" variable.

   • For the Media Name, map the "Invoice Number" variable.

4. To add an action for this workflow, click on "+Add Action," choose the Action Type from the dropdown, and select the operation — either "Append" or "Add if Empty."

5. Finally, click "Update Workflow" to save your changes.