Connect Zoho Books and MSG91 to Build Intelligent Automations
Choose a Trigger
When this happens...
New Sales Invoice
New Updated Sales Invoice
Choose an Action
Automatically do this!
Send Campaign
Send Template SMS
Send a Mail
Create or Update Contact in Segmento
Update Contact in Segmento
Search a specific contact in Segmento
Schedule a Template SMS
Find Campaign Template Details
List All WhatsApp Templates
Send WhatsApp Messages Using Template
Validate Email Address
Get all Contacts in a Phonebook
Get a Contact in Phonebook
Get all Segment
Create User Events
Check Template Status
Send WhatsApp Message
URL Shortener
Verify OTP
Resend OTP
OTP Analytics
Send OTP via Widget
Resend Widget OTP
Verify Widget OTP
Verify Widget Token
Make a Voice Call
Send Voice SMS
Send RCS Template SMS
Ready to use Zoho Books and MSG91 automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Invoice
Triggers when a new sales invoice is created.
New Updated Sales Invoice
Triggers when a sales invoice is updated.
New WhatsApp Delivery Reports
Triggers when a new whatsapp Inbound and Outbound request is received.
New SMS Delivery Reports
Triggers when an SMS request is sent from your account and Provides real-time delivery reports
New Voice Call Reports
Triggers when a new Outbound and Inbound Voice calls.
New RCS Delivery Reports
Triggers to send the delivery reports of both inbound and outbound RCS messages.
Do thisActions
Action is the task that follows automatically within your Zoho Books integrations.
Create Invoice
Creates a new invoice for a selected customer.
Create Customer
Creates a new customer.
Find Invoice
Finds an existing Invoice.
Create Item
Creates a new item.
Create Estimate
Generates a new estimate for a customer or lead.
Get all Invoices
Get a list of all invoices.
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Frequently Asked Questions
To start, connect both your Zoho Books and MSG91 accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Books triggers actions in MSG91 (or vice versa).
Absolutely. You can customize how Zoho Books data is recorded in MSG91. This includes choosing which data fields go into which fields of MSG91, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Books and MSG91 typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Books and MSG91. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn MoreAbout MSG91
MSG91 is a powerful communication platform that enables businesses to send transactional SMS, emails, voice calls, and WhatsApp messages with ease. It also offers a dedicated OTP service for secure two-factor authentication, helping companies deliver fast, reliable, and scalable communication to their users.
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