Zoho Invoice Integration

Updated 5 years ago

Prerequisite

You need a Zapier account first. If you don't have an account, click here to create a Zapier account.

Introduction

In this article, we will try integrating both ClickSend and Zoho Invoice. So what we want to achieve here is to notify us with an SMS to our personal mobile number if we have a new Zoho invoice.

So, let's get started.

Instructions

Step 1:

Login to your Zapier account. And then click Make a Zap! button.

Step 2:

Let's search and select Zoho Invoice as our trigger app. Next, check New Invoice as our trigger action. Then click Save + Continue button.

Step 3:

Let's link your Zoho Invoice account.

Make sure you are already login to your Zoho Invoice account.

Click Connect A New Account button.

You should see a popup window saying to allow Zapier of some permission to your Zoho Invoice account.

Take note of your Zoho Invoice Authorization Token.

Copy and paste this to Zapier. Then click Yes, Continue button.

Then click Save + Continue button.

Step 4:

Let finish up our trigger app setup.

Go back to your Zapier setup page.

Select your Zoho Invoice Organization in the select box. In our case, let's use our custom created My Organization.

Then click Continue button.

Then click Fetch & Continue button.

Lastly the Continue button.

Step 5:

Ok, let's set up our Action app. Let's search and choose ClickSend. Next select Send SMS as our action. Then click Save + Continue button.

Step 6:

Next, let's add your ClickSend account. Click Connect A New Account button.

There should be a popup saying to add or allow your Zapier and ClickSend account to be linked together.

Type in your ClickSend username and API key.

Then click Save + Continue button.

Step 7:

Let's set up our SMS message.

In the To input box, enter your mobile no. This will be the recipient of the message.

In the Message input box, enter your custom message.

You can add Schedule or From fields optionally. Here, we will leave them blank at the moment.

Then click Continue button.

Step 8:

Let's finish up everything.

Click Create & Continue button.

Then the Finish button.

Lastly, name your Zap, and turn it ON

Conclusion

In this article, we learned how to connect ClickSend and Zoho Invoice. We also learned how to send an SMS via ClickSend every time we have a new Zoho invoice. It's pretty easy right?!

Also note that ClickSend can also do more actions, like sending a Voice message and more. Don't hesitate to try the other ClickSend actions to personalize more your integrations.

Happy integrating! :)