Call and Text Customers About Overdue Zoho Books Invoices (Bolna + SMS)
Automatically pulls overdue invoices from Zoho Books on a schedule, then sends an SMS and initiates a phone call to the provided phone number using SMS and Bolna. (template)
By Naresh Kumawat
Installed by 1 users
Call and Text Customers About Overdue Zoho Books Invoices (Bolna + SMS)
Call and Text Customers About Overdue Zoho Books Invoices (Bolna + SMS)
Introduction
Stop chasing overdue payments manually. This workflow checks Zoho Books for overdue invoices on a schedule, then immediately sends an SMS and places an automated call via Bolna to the phone number you provide.
Benefits
- Reduce payment follow-ups by automatically reaching customers via SMS + phone call
- Save time by pulling overdue invoices from Zoho Books on a schedule
- Improve collections consistency with a repeatable reminder process
- Avoid missed follow-ups by automating outreach the moment invoices are identified
Trigger Event
On a scheduled basis (cron), the automation fetches overdue invoices from Zoho Books based on your selected organization and invoice filters.
Actions
- Find overdue invoices in Zoho Books: Retrieves a list of invoices with status set to overdue (with optional filters like customer, invoice number, date/due-date range, sorting, and pagination).
- Send an SMS reminder: Uses your selected SMS template and fills in dynamic variables (for example invoice ID, customer name, invoice number, due days, and balance) before sending the message to the customer’s phone number.
- Place an automated phone call: Initiates a Bolna call to the same recipient phone number using your chosen agent, so you can follow up beyond SMS when needed.
Can't find the right template?
Start with AI
Frequently Asked Questions
This template automates a specific workflow by connecting multiple apps and removing manual steps. It’s useful for anyone who wants to save time, reduce errors, and streamline repetitive tasks using automation.
No. You can install and customize this template without writing any code. Everything is done through simple configuration.
Only the apps shown on the template page are required. You can customize messages, add or remove steps, apply conditions, connect more apps, and add extra actions like notifications, data updates, or triggering other automations.
Yes. Once configured, it can be used for live workflows and production systems. You can also duplicate the template and customize it for different teams or processes.
Most templates can be set up in just a few minutes. You can pause, edit, duplicate, or delete the workflow anytime.
You can start with the free plan; limits depend on your viaSocket plan and usage. If you need help, you can contact viaSocket support, check the Knowledge Base, or book a demo.
