Turn Zoho Books Activities Into WhatsApp Messages
Connect Zoho Books with Emovur to send invoice updates, payment confirmations and customer notifications on WhatsApp without manual follow-ups.
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Why Connect
Why Connect Zoho Books With WhatsApp
Keep customers informed about invoices, payments and estimates with automated WhatsApp messages triggered by your Zoho Books workflows.
Automate invoice notifications
Send customers invoice details and PDF attachments automatically when a new invoice is created, so they have the information they need without waiting for a manual update.
Send payment confirmations
Automatically notify customers when a payment is recorded, including the payment amount and outstanding balance.
Follow up on estimates
Share estimates with customers on WhatsApp as soon as they are created, helping them review your quote and respond sooner.
Keep customer details updated
Trigger WhatsApp messages when new customers are added or existing contact details are updated, without manually sending every notification.
How It Works
What this integration does
Invoice or payment recorded? Customer gets a message.
Estimates and contact updates also work.
Multiple Zoho Books organizations? Pick the right one.
Customers can ask for their own balance.
Setup
Connect in 6 steps
Connect Zoho Books once, configure your templates, paste webhooks into Zoho Automation, and optionally enable balance enquiry.
1
Open the integration
Go to WhatsApp → All Integrations → Zoho Books in Emovur.
2
Connect
Click Connect Now and accept the Zoho permissions.
3
Choose your organization
If more than one Books organization is available, select the correct one under Change organization.
4
Configure a workflow
Open New Invoice, Payment, Estimate, or Customer, pick a WhatsApp Business API template, map the fields, and save it as Active.
5
Paste into Zoho Automation
Copy the webhook URL and JSON body from each workflow into Zoho Books under Settings → Automation → Webhooks, then attach it to a Workflow Rule set to "When Created."
6
Turn on customer enquiry
Open Customer WhatsApp enquiry, generate an API key, and connect it to your chatbot so customers can ask for their balance.
Automations
Ready-made automations
Workflow
Fires When
Typical Use
Workflow
New invoice
Fires When
Invoice created
Typical Use
Notify the customer, attach the PDF
Workflow
Payment received
Fires When
Customer payment recorded
Typical Use
Send a confirmation with amount + balance
Workflow
New estimate
Fires When
Estimate created
Typical Use
Share the quote on WhatsApp Business API
Workflow
Customer created
Fires When
Contact created
Typical Use
Trigger a welcome message
Workflow
Customer updated
Fires When
Contact edited
Typical Use
Re-sync details, trigger follow-up flows
Why Emovur
What You Get When You Choose Emovur
Turn Zoho Books events into automated WhatsApp messages with a straightforward setup, transparent pricing and no additional Marketplace extension.
Verified Meta Tech Partner
Emovur is a verified Meta Tech Partner. Send messages through the official WhatsApp Business Platform using approved templates and workflows configured for your business.
0% Markup, No Hidden Costs
Emovur charges 0% markup on WhatsApp message rates. You pay WhatsApp's applicable rates without an additional per-message markup from Emovur.
Trusted by Businesses at Scale
More than 10,000 businesses trust Emovur, with over 50 million messages delivered. Use a platform built to support customer communication as your business grows.
No Marketplace Extension Needed
Connect Zoho Books through Emovur's integration and configure your workflows using webhooks. There's no separate Zoho Marketplace extension to install.
Part of a Bigger Toolkit
Zoho Books is one of several integrations available in Emovur - manage all of it from one OrgAdmin panel.
View all Integrations
FAQs
Frequently Asked Questions
Can I automatically send WhatsApp invoice notifications?
Can I send payment confirmations through WhatsApp?
Do I need the Zoho marketplace extension?
I have more than one Zoho Books organization under one login - what happens?
Can customers ask for their balance on WhatsApp Business API?
Can I use this integration for Zoho Invoice?
Is this the same as Zoho Invoice?
Is there a setup fee?