BizMagnets Docs
API DocsStatusVisit our websiteRaise Ticket
  • Welcome to BizMagnets
  • SET-UP BIZMAGNETS ACCOUNT
    • Create an account in BizMagnets
    • Requirements to get started with your own number
    • Activate WhatsApp Business API on your own number
    • Migration
  • WHATSAPP CHANNEL
    • Creating WhatsApp Channel
    • Meta Business Verification
    • Required Documents for Facebook Business Verification
    • Drive traffic to your WhatsApp number using Quick Links
    • Display Name
      • Display Name Rejection and Appeal
    • How to change your Display Name
    • Facebook Business Verification Grayed Out, Not Visible or Disabled
    • Messaging Limits & Quality Ratings
    • WhatsApp Business API Errors
    • Business Phone Numbers
    • Support with Meta
    • WhatsApp Chat Widget
    • Supported Media Types
    • Unsupported Messages
    • FAQs
  • BLUE TICK VERIFICATION
    • WhatsApp Blue Tick Verification
    • How to Apply for Blue Tick Verification?
    • What if Your Application Gets Rejected?
    • FAQs
  • Conversation
    • Initiate Conversation
    • Sales Inbox
  • Support Inbox
  • FAQs
  • Contacts
    • Add Contact
    • Export Contacts
    • Contact Deletion
    • Contact Management
    • Opt-in Management
    • Community
      • New Community
      • Existing Community
    • Companies
  • TEMPLATE
    • BizMagnets Template Messages
    • Template Categories
    • Create and Edit Template
    • Carousel Marketing Templates
    • Product Marketing Templates
    • Coupon Marketing Template
    • Limited Time Offer Templates
    • Order Details Template
    • Authentication Template
    • FAQs
  • BOT FLOWS
    • Things to Know Before Building Your First Bot
    • BizMagnets Chatbot
    • Chatbot Flows and Analytics
    • Creating Flow in BizMagnets
    • Send Card
      • Text
      • Media
      • Template
      • CTA URL
      • Flow
      • Location
      • Payments
      • Voice
    • Ask Questions
      • Text
      • Button Option
      • List Option
      • Address
      • Flow
      • Keywords
      • Location
      • Current Location
      • Number
      • Mail
      • Date
      • Link
      • File
    • Logic
      • Condition
      • Delay
      • Variables
      • Switch
      • Jump To
      • Replace Text
      • Check Geofence
    • Integrations
      • Connect Your System with the WhatsApp Chat Bot Using API
      • Send Your WhatsApp Data to Zoho CRM Using Chatbot
      • Send Payment Links via WhatsApp Chatbot Using Razorpay Integration
      • Connect WhatsApp and Google Sheets to Collect Responses
      • Connect Shopify and WhatsApp to Collect Orders via Chatbot
      • Send your WhatsApp data to Sangam CRM using Chatbot
      • Send your WhatsApp data to WooCommerce using Chatbot
      • Connect ChatGPT with WhatsApp in BizMagnets Chatbot
      • Send Your WhatsApp Data to Zoho Bigin Using Chatbot
      • Send Your WhatsApp Data to HubSpot Using Chatbot
      • Send Payment Links via WhatsApp Chatbot Using Cashfree Integration
      • Send Payment Links via WhatsApp Chatbot with Telr Integration
    • Catalogue
      • Send Products
    • Actions
      • Assign Conversation
      • Set Tag
      • Remove Tag
      • Update Chat Status
      • Update Contact Fields
      • Trigger Sequence
      • Add Notes
    • Ticketing
      • Tickets
      • Create Ticket
      • Ticket Media
      • Get Tickets
    • Appointments
      • Appointment Flow
      • Appointment Confirmation
      • Set Members
    • Set Up Default Bot
    • Bot Management
    • FAQs
  • CAMPAIGN
    • BizMagnets Campaign
    • Campaign set up
    • Check and Test the Campaign
    • Campaign Analytics and Report
    • FAQs
  • WHATSAPP DRIP CAMPAIGN
    • Understanding Drip Marketing
    • Basics of Drip Campaign
    • Create New Drip Campaign
    • Drip Campaign Message Management
    • Campaign Management Options
    • Drip Campaign Analytics
    • FAQs
  • CTWA
    • CTWA in BizMagnets
    • Create your Ad Campaign
    • FAQs
  • INTEGRATION
    • E-commerce Platforms
      • Shopify
        • Workflows for Shopify
      • WooCommerce
        • Workflows for WooCommerce
      • WooCommerce Cart Abandonment Recovery
    • Shipping and Logistics
      • ShipRocket
        • ShipRocket Workflows
    • Payment Gateways
      • Razorpay
        • Razorpay Workflows
      • Cashfree
        • Workflows for Cashfree
      • Stripe
        • Stripe Workflows
    • Marketing and Engagement Platforms
      • Facebook Leads
        • Send Automated WhatsApp Messages to Facebook Leads
      • WebEngage
    • Additional Integrations
      • Zoho Books
        • Zoho Books Notifications
        • Workflow for Zoho Books
      • Generic Webhooks
        • Generic Webhook Workflows
        • Connect Wix Using Generic Webhook
        • Connect Zoho Desk Using Generic Webhook
        • Connect Your Google Form Using Generic Webhook
        • Connect Contact Form 7 Using Generic Webhook
      • Calendly
        • Workflows for Calendly
      • Pabbly
    • FAQs
  • APPOINTMENTS
    • BizMagnets Appointment
    • Appointment Booking
    • Appointment Template Configuration
    • FAQs
  • TICKETING
    • BizMagnets Ticketing
    • Ticket Fields
    • SLA Policies
    • Configuration
    • FAQs
  • Field Force Tracking
    • Field Force Tracking in BizMagnets
    • Add Geofence
    • Geofence Report
  • PRICING
    • Conversation Pricing
    • Message Credits
    • Billing & Subscriptions
  • COMMERCE
    • Facebook Catalogue
    • Orders
    • Payments
      • Sending Payment Links
      • Tracking Payments
      • FAQs
  • WHATSAPP OTP
    • WhatsApp OTP Configuration
    • OTP Authentication
  • API DOCUMENTS
    • Authentication
    • Channel
    • Untitled
    • API Docs
  • ADDITIONAL DETAILS
    • Members
      • Teams
      • Roles
      • FAQs
    • Exploring Message Delivery Challenges on WhatsApp
    • New Per-user Messaging Limits on WhatsApp
    • Automations
      • Chat Inbox Assignment
      • Chat Inbox Configuration
    • Quick Replies
    • Tags
    • API Keys
    • Biz Catalogues
    • Custom Fields
    • Frequently Asked Questions
  • ANALYTICS
    • Dashboard
    • Conversation Report
    • View Insights
    • Failed Messages
  • Group 1
    • Knowledge Base
Powered by GitBook
On this page
  1. INTEGRATION
  2. Additional Integrations
  3. Zoho Books

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.

PreviousZoho BooksNextWorkflow for Zoho Books

Last updated 6 months ago