SMS Partner + Zoho Books Integration

Integrate SMS Partner to Zoho Books in one click, or tell Integrately AI how you want each invoice handled. Trigger instant payment reminders, update your books, and keep your clients informed automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho Books
    Invoice is created in Zoho Books Instant
  • Zoho Books
    Customer payment is created in Zoho Books Instant
  • Zoho Books
    Vendor payment is created in Zoho Books Instant
  • Zoho Books
    Customer is created in Zoho Books Instant
  • Zoho Books
    Customer is updated in Zoho Books Instant
  • Zoho Books
    Sales order is created in Zoho Books Instant
  • Zoho Books
    Purchase order is created in Zoho Books Instant
  • Zoho Books
    Estimate is created in Zoho Books Instant
  • Zoho Books
    Expense is created in Zoho Books Instant
  • Zoho Books
    Item is created in Zoho Books Instant
  • Zoho Books
    Bill is created in Zoho Books Instant
  • Zoho Books
    Credit note is created in Zoho Books Instant
  • Zoho Books
    Delivery challan is created in Zoho Books Instant
  • Zoho Books
    Recurring bill is created in Zoho Books Instant
  • Zoho Books
    Recurring expense is created in Zoho Books Instant
  • Zoho Books
    Recurring invoice is created in Zoho Books Instant
  • Zoho Books
    Project is created in Zoho Books Instant
  • Zoho Books
    Vendor is created in Zoho Books Instant
  • Zoho Books
    Timesheet is created in Zoho Books Instant
Arrow Right
2.
  • SMS Partner
    Send sms in SMS Partner
  • Zoho Books
    Update sales invoice in Zoho Books
  • Zoho Books
    Search invoice by combination of filter in Zoho Books
  • Zoho Books
    Mark invoice as void in Zoho Books
  • Zoho Books
    Send an invoice in Zoho Books
  • Zoho Books
    Mark invoice as draft in Zoho Books
  • Zoho Books
    Get invoice Pdf by ID in Zoho Books
  • Zoho Books
    Search vendor in Zoho Books
  • Zoho Books
    Create project in Zoho Books
  • Zoho Books
    Delete time entry in Zoho Books
  • Zoho Books
    Update time entry in Zoho Books
  • Zoho Books
    Search time entry by project in Zoho Books
  • Zoho Books
    Create time entry in Zoho Books
  • Zoho Books
    Create sales invoice in Zoho Books
  • Zoho Books
    Search invoice in Zoho Books
  • Zoho Books
    Create customer in Zoho Books
  • Zoho Books
    Search customer in Zoho Books
  • Zoho Books
    Get customer by id in Zoho Books
  • Zoho Books
    Create item in Zoho Books
  • Zoho Books
    Search item in Zoho Books
  • Zoho Books
    Create estimate in Zoho Books
  • Zoho Books
    Create sales order in Zoho Books
  • Zoho Books
    Get line items by sales order ID in Zoho Books
  • Zoho Books
    Update sales order in Zoho Books
  • Zoho Books
    Create payment in Zoho Books
  • Zoho Books
    Search account in Zoho Books
  • Zoho Books
    Create purchase order in Zoho Books
  • Zoho Books
    Create task in Zoho Books

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Ready WorkflowsReady Workflows Β  for SMS Partner + Zoho Books Integration

Send invoice reminders, alert customers on new payments, notify vendors on bills, and track your cash flow, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your SMS Partner + Zoho Books flow

Send follow-up emails, track tasks in project management tools, and log every financial transaction in your spreadsheets. Pick a combination and activate it in one click.

SMS Partner
Zoho Books
+
StripeStripe (3)
+
GmailGmail (3)
+
TrelloTrello (3)
+
ShopifyShopify (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
Z
S
S
When a Zoho Books customer is created, send a welcome SMS via SMS Partner and create a customer in Stripe
New Zoho Books customers trigger a welcome text via SMS Partner and a corresponding customer record in Stripe instantly.
Z
S
S
When a Zoho Books customer payment is created, send a receipt SMS via SMS Partner and create a charge in Stripe
Payment confirmations go out via SMS Partner and matching charges are recorded in Stripe the moment money is received in Zoho Books.
Z
S
S
When a Zoho Books estimate is created, send a proposal text via SMS Partner and create an invoice in Stripe
New estimates created in Zoho Books trigger an SMS notification via SMS Partner and a draft invoice in Stripe.

Supported triggers and actions for SMS Partner and Zoho Books

Mix and match to build the exact automation you need

SMS Partner
SMS Partner Triggers & Actions
No trigger is available
Send sms in SMS Partner
Sends an SMS message
Try it β†’
Zoho Books
Zoho Books Triggers & Actions
Instant
Invoice is created in Zoho Books
Triggers the automation when any invoice is added or modified
Try it β†’
Instant
Customer payment is created in Zoho Books
Triggers the automation when payment is made by customer
Try it β†’
Instant
Vendor payment is created in Zoho Books
Triggers the automation when a vendor payment is created
Try it β†’
Instant
Customer is created in Zoho Books
Triggers the automation when a new customer is created
Try it β†’
Instant
Customer is updated in Zoho Books
Triggers the automation when customer details are updated
Try it β†’
Instant
Sales order is created in Zoho Books
Triggers the automation when a sales order is created
Try it β†’
Instant
Purchase order is created in Zoho Books
Triggers the automation when a new purchase order is created
Try it β†’
Instant
Estimate is created in Zoho Books
Triggers the automation when a new estimate is created
Try it β†’
Instant
Expense is created in Zoho Books
Triggers the automation when a new expense is added
Try it β†’
Instant
Item is created in Zoho Books
Triggers the automation when a new item is created
Try it β†’
Instant
Bill is created in Zoho Books
Triggers the automation when a new bill is created
Try it β†’
Instant
Credit note is created in Zoho Books
Triggers the automation when a new credit note is generated
Try it β†’
Instant
Delivery challan is created in Zoho Books
Triggers the automation when a Delivery challan is created
Try it β†’
Instant
Recurring bill is created in Zoho Books
Triggers the automation when a recurring bill is created
Try it β†’
Instant
Recurring expense is created in Zoho Books
Triggers the automation when a recurring expense is created
Try it β†’
Instant
Recurring invoice is created in Zoho Books
Triggers the automation when a recurring invoice is created
Try it β†’
Instant
Project is created in Zoho Books
Triggers the automation when a new project is created
Try it β†’
Instant
Vendor is created in Zoho Books
Triggers the automation when a new vendor is created
Try it β†’
Instant
Timesheet is created in Zoho Books
Triggers the automation when a timesheet is created
Try it β†’
Update sales invoice in Zoho Books
Update sales invoice with pre-filled details
Try it β†’
Search invoice by combination of filter in Zoho Books
Search invoices by combination of fields.
Try it β†’
Mark invoice as void in Zoho Books
Mark an invoice status as void in ZohoBooks.
Try it β†’
Send an invoice in Zoho Books
Invoice is sent
Try it β†’
Mark invoice as draft in Zoho Books
Marks an invoice as draft in Zoho Books
Try it β†’
Get invoice Pdf by ID in Zoho Books
Retrieves invoice Pdf based on their ID
Try it β†’
Search vendor in Zoho Books
Searches for a vendor
Try it β†’
Create project in Zoho Books
Generates a new project
Try it β†’
Delete time entry in Zoho Books
Removes a time entry from the system
Try it β†’
Update time entry in Zoho Books
Modifies an existing time entry
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Search time entry by project in Zoho Books
Looks for a specific time entry
Try it β†’
Create time entry in Zoho Books
Adds a new time entry
Try it β†’
Create sales invoice in Zoho Books
Generates a new sales invoice with pre-filled details
Try it β†’
Search invoice in Zoho Books
Locates and retrieves invoices with
Try it β†’
Create customer in Zoho Books
Adds a new customer to the database
Try it β†’
Search customer in Zoho Books
Locates and retrieves customer information
Try it β†’
Get customer by id in Zoho Books
Retrieves customer information based on their id
Try it β†’
Create item in Zoho Books
Generates a new item
Try it β†’
Search item in Zoho Books
Locates and retrieves particular item information
Try it β†’
Create estimate in Zoho Books
Adds a new contact to the contact list
Try it β†’
Create sales order in Zoho Books
Generates a new sales order with pre-filled details
Try it β†’
Get line items by sales order ID in Zoho Books
Retrieves line items associated with a sales order id
Try it β†’
Update sales order in Zoho Books
Updates sales orders with the latest information
Try it β†’
Create payment in Zoho Books
Generates and process a payment transaction
Try it β†’
Search account in Zoho Books
Searches for account information
Try it β†’
Create purchase order in Zoho Books
Generates a purchase order for approved requests
Try it β†’
Create task in Zoho Books
Creates a new task
Try it β†’

What can you automate with SMS Partner + Zoho Books?

Streamline your billing notifications, customer messaging, and financial record-keeping with powerful automated workflows.

What you can automate?
πŸ’¬
Send SMS reminders for every new invoice
Trigger an automated text message via SMS Partner the moment an invoice is created in Zoho Books to ensure your clients see payment requests immediately.
πŸ“‹
Capture every submitted invoice and payment field
Map complete transaction details from Zoho Books into your SMS messages and downstream applications instead of relying on basic summaries.
πŸ””
Tell the right team member instantly
Alert your finance or sales department in Slack or via email the second a customer payment or vendor bill is logged in Zoho Books.
πŸ”€
Route messages based on invoice criteria
Send different SMS follow-up templates depending on the invoice amount or customer tier submitted in Zoho Books.
πŸ”„
Keep secondary ledgers up to date
Automatically log customer payments, expenses, and estimates into Google Sheets or CRM tools as soon as they occur in Zoho Books.
πŸ‘₯
Add or update contacts without duplicates
Match existing customer profiles in Stripe or Shopify whenever a customer is created or updated in Zoho Books.
πŸ’³
Handle payment receipts and billing updates
Dispatches text receipts immediately when customer payments or recurring invoices are processed in Zoho Books.
πŸ”—
Extend your workflow to Slack
Connect your billing events in Zoho Books and SMS Partner to Slack channels for instant team-wide visibility.
And much more...

Who is SMS Partner + Zoho Books integration for?

Business owners, accountants, and operations managers struggling to keep clients informed of invoices and payments benefit from instant messaging and automated record-keeping.

Financial controllers
Financial controllers
Collections specialists
Collections specialists
Agency account managers
Agency account managers
E-commerce operators
E-commerce operators
Billing coordinators
Billing coordinators
Operations leads
Operations leads
πŸ“ˆ
Financial controllers
You're running monthly reconciliations and tracking cash flow, but your accounting ledgers only update when manual exports are completed, so the numbers you're reviewing are always hours behind β€” with this integration, every payment creates instant records and your financial data stays current.
⚑
Collections specialists
You're managing overdue accounts and unpaid invoices, but you find out about failed payments too late in the cycle to act promptly β€” automating both apps means every new invoice triggers immediate text reminders and your collection rates improve.
🀝
Agency account managers
You answer to clients who want immediate confirmation when estimates and projects are approved, but manual notifications cause frustrating communication delays β€” connecting these apps means every project kickoff triggers instant SMS updates and client satisfaction increases.
πŸ“¦
E-commerce operators
You're processing high volumes of daily orders and sales receipts, but the manual volume is too high for your team to keep up with customer text updates β€” automating both apps means every sales order dispatches automated SMS confirmations without manual intervention.
πŸ’Ό
Billing coordinators
You depend on upstream sales teams to notify you when new customer accounts are created so you can issue invoices, but communication gaps stall the billing process β€” this integration means every new customer record triggers immediate billing workflows.
πŸ“Š
Operations leads
You need a reliable history of vendor bills and financial expenses for auditing purposes, but manual data entry keeps leaving missing gaps in your records β€” automating both apps means every transaction is logged accurately and your audit trail remains complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate SMS Partner + Zoho Books

Build and manage your SMS Partner + Zoho Books automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect SMS Partner + Zoho Books with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting β€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect SMS Partner to Zoho Books?
Frequently Asked Questions
You can connect SMS Partner to Zoho Books using 1-click automations on Integrately, alongside tools like Stripe, Gmail, Slack, and Google Sheets. Simply pick a ready template or use Integrately AI to set up your workflow in minutes.
Can I automatically send an SMS via SMS Partner when a new invoice is created in Zoho Books?
Frequently Asked Questions
Can I connect SMS Partner, Zoho Books, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for SMS Partner and Zoho Books?
Frequently Asked Questions
How does SMS Partner handle data in this integration?
Frequently Asked Questions
Can I sync customer payments from Zoho Books to other apps?
Frequently Asked Questions
Do I need coding skills to automate SMS Partner and Zoho Books?
Frequently Asked Questions
Is the SMS Partner and Zoho Books integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
No worries β€” just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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