Zoho Books Notifications

Improve customer communication with seamless Zoho Books integration. Utilize automated notifications to keep customers updated on estimates, invoices, and payments.

Enhance your customer communication with seamless Zoho Books integration. Use automated notifications to keep customers informed about estimates, invoices, and payments.

Here are the descriptions for the component names you might use for Automated Notifications also know as Workflows:

Component NameDescription

send_estimate

Sends an estimate to a customer via WhatsApp.

estimate_reminder_6_days_after

Sends a reminder to a customer about an estimate that is due in 6 days.

invoice_reminder_3_days_before

Sends a reminder to a customer about an invoice that is due in 3 days.

invoice_payment_success

Sends a notification to a customer when their invoice payment has been successfully processed.

invoice_reminder_1_days_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 that is due in 1 day.

estimate_reminder_3_days_before

Sends a reminder to a customer about an estimate that is due in 3 days.

invoice_reminder_1_days_before

Sends a reminder to a customer about an invoice that is due in 1 day.

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.

Gallabox Invoice Send Notification

Sends a notification to a customer when their invoice has been created in Zoho Books.

Gallabox Estimate Reminder 6 days After Expiry Date

Sends a reminder to a customer about an estimate 6 days after the due date .

Gallabox Estimate Reminder 3 days Before Expiry Date

Sends a reminder to a customer about an estimate that is due in 3 days.

Gallabox Invoice Reminder 1 days After Due Date

Sends a reminder to a customer about an invoice 1 day after the due date.

Gallabox Invoice Payment Success

Sends a notification to a customer when their invoice payment has been successfully processed.

Gallabox Estimate Reminder 1 day Before Expiry Date

Sends a reminder to a customer about an estimate that is due in 1 day before the expiry date.

Gallabox Invoice Reminder 3 days After Due Date

Sends a reminder to a customer about an invoice that is due in 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 in 3 days after the due date.

Gallabox Estimate Reminder 1 day After Expiry Date

Sends a reminder to a customer about an estimate 1 day after the expiry date.

Gallabox Invoice Reminder 6 days After Due Date

Sends a reminder to a customer about an invoice 6 days after the due date.

Gallabox 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.

Gallabox Estimate Reminder 3 days After Expiry Date

Sends a reminder to a customer about an estimate 3 days after the expiry date.

Gallabox Estimate Created

Sends a notification to a customer when their estimate has been created in Zoho Books.

Last updated

Change request #551: Added Voice Input in the Ask Cards