Zoho Books Notifications
Enhance customer communication through streamlined Zoho Books integration. Leverage automated notifications to keep customers up-to-date on estimates, invoices, and payments.
Here are the descriptions for the component names you can use for Automated Notifications (Workflows) in BizMagnets:
Component Name | Description |
send_estimate | Sends an estimate to a customer via WhatsApp. |
estimate_reminder_6_days_after | Sends a reminder to a customer about an estimate 6 days after the due date. |
invoice_reminder_3_days_before | Sends a reminder to a customer about an invoice 3 days before the due date. |
invoice_payment_success | Sends a notification to a customer when their invoice payment has been successfully processed. |
invoice_reminder_1_day_after | Sends a reminder to a customer about an invoice 1 day after the due date. |
estimate_reminder_1_day_before | Sends a reminder to a customer about an estimate 1 day before the due date. |
estimate_reminder_3_days_before | Sends a reminder to a customer about an estimate 3 days before the due date. |
invoice_reminder_1_day_before | Sends a reminder to a customer about an invoice 1 day before the due date. |
invoice_reminder_6_days_after | Sends a reminder to a customer about an invoice 6 days after the due date. |
send_invoice_notification | Sends an invoice to a customer via WhatsApp. |
estimate_reminder_3_days_after | Sends a reminder to a customer about an estimate 3 days after the due date. |
invoice_reminder_3_days_after | Sends a reminder to a customer about an invoice 3 days after the due date. |
estimate_reminder_1_day_after | Sends a reminder to a customer about an estimate 1 day after the due date. |
BizMagnets Invoice Send Notification | Sends a notification to a customer when their invoice has been created in Zoho Books. |
BizMagnets Estimate Reminder 6 Days After Expiry Date | Sends a reminder to a customer about an estimate 6 days after the expiry date. |
BizMagnets Estimate Reminder 3 Days Before Expiry Date | Sends a reminder to a customer about an estimate that is due in 3 days. |
BizMagnets Invoice Reminder 1 Day After Due Date | Sends a reminder to a customer about an invoice 1 day after the due date. |
BizMagnets Invoice Payment Success | Sends a notification to a customer when their invoice payment has been successfully processed. |
BizMagnets Estimate Reminder 1 Day Before Expiry Date | Sends a reminder to a customer about an estimate that is due 1 day before the expiry date. |
BizMagnets Invoice Reminder 3 Days After Due Date | Sends a reminder to a customer about an invoice that is due 3 days after the due date. |
Invoice Reminder 3 Days After Due Date | Sends a reminder to a customer about an invoice that is due 3 days after the due date. |
BizMagnets Estimate Reminder 1 Day After Expiry Date | Sends a reminder to a customer about an estimate 1 day after the expiry date. |
BizMagnets Invoice Reminder 6 Days After Due Date | Sends a reminder to a customer about an invoice 6 days after the due date. |
BizMagnets Invoice Reminder 3 Days Before Due Date | Sends a reminder to a customer about an invoice that is due in 3 days before the due date. |
BizMagnets Estimate Reminder 3 Days After Expiry Date | Sends a reminder to a customer about an estimate 3 days after the expiry date. |
BizMagnets Estimate Created | Sends a notification to a customer when their estimate has been created in Zoho Books. |
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