Send Updated Invoice Details via WhatsApp
Finds a customer by ID and sends a WhatsApp message with the updated invoice details.
Apps used
Created by Rakshit Sharma
Installed by 2 users
Send Updated Invoice Details via WhatsApp
Trigger
This workflow is initiated by a service trigger.
Actions
1. Find a Customer (Zoho Books)
Purpose: Locates an existing customer based on their unique ID within your Zoho Books account.
- App:
- Details: Retrieves full customer details by referencing the provided
customer_id.- Organization: Finance Shiv Yog Physiotherapy (ID: 60041671592)
- Contact:
${context.req?.body?.customer_id}(Dynamic value, required)
This step ensures that the workflow targets the correct customer prior to sending the invoice update.
2. Send WhatsApp Message using Template (MSG91)
Purpose: Sends a structured WhatsApp notification to the customer regarding their updated invoice.
- App:
- Details:
- Integrated Number: 919334809549
- Recipient (To): 919981041674
- Template Used:
updated_invoice
This action delivers the updated invoice information directly to the customer’s WhatsApp, ensuring instant communication.
Workflow Summary
This automation seamlessly identifies a customer in Zoho Books using their unique ID and then sends them an updated invoice notification via WhatsApp through MSG91. Perfect for keeping clients promptly informed about their invoices.
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