Connect Zoho Invoice and MSG91 to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho 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 WhatsApp Templates
Send WhatsApp Template Message
Validate Email Address
Get all Contacts in a Phonebook
Get a Contact in Phonebook
Get all Segment
Create User Event
Check Template Status
Send WhatsApp Message
Generate Short URL
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 Message
Send RCS Template Message
Create Alert
Close Alert
Send Mail via Hello
Search Tickets
Ready to use Zoho Invoice and MSG91 automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
WhatsApp Delivery Report Arrives
Runs when a new inbound or outbound WhatsApp delivery report arrives.
SMS Delivery Confirmation Arrives
Runs when an SMS sent from your account receives a delivery confirmation.
New Voice Call
Runs when a new outbound or inbound voice call is made or received.
RCS Delivery Report Received
Runs when a delivery report for an RCS message is received for messages sent or received.
OTP Sent
Runs when an OTP is sent using MSG91's SendOTP service.
New Email Delivery Reports
Runs when a delivery report for an email is received.
Do thisActions
Action is the task that follows automatically within your Zoho Invoice integrations.
Create Invoice
Creates a New Invoice.
Create Contact
Add a new contact in Zoho Invoice with optional company, billing/shipping addresses, contact persons, payment terms, currency, and tax details.
Create Item
Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.
Create Estimate
Creates a new estimate.
Create Contact Person
Create a new contact person.
Find Contact
Get a specific contact by contact id.
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Frequently Asked Questions
To start, connect both your Zoho Invoice and MSG91 accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Invoice triggers actions in MSG91 (or vice versa).
Absolutely. You can customize how Zoho Invoice 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 Invoice 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 Invoice 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 Invoice
Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing
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.
Learn More
