Zoho Books + Twilio Integration

Integrate Twilio to Zoho Books in one click, or tell Integrately AI how you want each customer handled. Add new contacts, create customer profiles, record payments, and keep your accounting books updated automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho Books
    Invoice is created in Zoho Books Instant
  • Zoho Books
    Customer payment is created in Zoho Books Instant
  • Zoho Books
    Vendor payment is created in Zoho Books Instant
  • Zoho Books
    Customer is created in Zoho Books Instant
  • Zoho Books
    Customer is updated in Zoho Books Instant
  • Zoho Books
    Sales order is created in Zoho Books Instant
  • Zoho Books
    Purchase order is created in Zoho Books Instant
  • Zoho Books
    Estimate is created in Zoho Books Instant
  • Zoho Books
    Expense is created in Zoho Books Instant
  • Zoho Books
    Item is created in Zoho Books Instant
  • Zoho Books
    Bill is created in Zoho Books Instant
  • Zoho Books
    Credit note is created in Zoho Books Instant
  • Zoho Books
    Delivery challan is created in Zoho Books Instant
  • Zoho Books
    Recurring bill is created in Zoho Books Instant
  • Zoho Books
    Recurring expense is created in Zoho Books Instant
  • Zoho Books
    Recurring invoice is created in Zoho Books Instant
  • Zoho Books
    Project is created in Zoho Books Instant
  • Zoho Books
    Vendor is created in Zoho Books Instant
  • Zoho Books
    Timesheet is created in Zoho Books Instant
  • Twilio
    Message is received in Twilio Instant
  • Twilio
    SMS is received/sent in Twilio
  • Twilio
    Recording is available in Twilio
  • Twilio
    Call status is changed in Twilio
  • Twilio
    Call is finished in Twilio
  • Twilio
    Phone number is added in Twilio
  • Twilio
    Transcription is available in Twilio
Arrow Right
2.
  • Zoho Books
    Update sales invoice in Zoho Books
  • Zoho Books
    Search vendor in Zoho Books
  • Zoho Books
    Create time entry in Zoho Books
  • Zoho Books
    Search time entry by project in Zoho Books
  • Zoho Books
    Update time entry in Zoho Books
  • Zoho Books
    Delete time entry in Zoho Books
  • Zoho Books
    Create project in Zoho Books
  • Zoho Books
    Get invoice Pdf by ID in Zoho Books
  • Zoho Books
    Mark invoice as draft in Zoho Books
  • Zoho Books
    Send an invoice in Zoho Books
  • Zoho Books
    Mark invoice as void in Zoho Books
  • Zoho Books
    Search invoice by combination of filter in Zoho Books
  • Zoho Books
    Create sales invoice in Zoho Books
  • Zoho Books
    Search invoice in Zoho Books
  • Zoho Books
    Create customer in Zoho Books
  • Zoho Books
    Search customer in Zoho Books
  • Zoho Books
    Get customer by id in Zoho Books
  • Zoho Books
    Create item in Zoho Books
  • Zoho Books
    Search item in Zoho Books
  • Zoho Books
    Create estimate in Zoho Books
  • Zoho Books
    Create sales order in Zoho Books
  • Zoho Books
    Get line items by sales order ID in Zoho Books
  • Zoho Books
    Update sales order in Zoho Books
  • Zoho Books
    Create payment in Zoho Books
  • Zoho Books
    Search account in Zoho Books
  • Zoho Books
    Create purchase order in Zoho Books
  • Zoho Books
    Create task in Zoho Books
  • Twilio
    Get message media by id in Twilio
  • Twilio
    Get message medias in Twilio
  • Twilio
    Send WhatsApp template message in Twilio
  • Twilio
    Send SMS in Twilio
  • Twilio
    Send WhatsApp message in Twilio
  • Twilio
    Call phone in Twilio
  • Twilio
    Get call details by id in Twilio

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Twilio + Zoho Books Integration

Capture customer details, create profiles, record payments, update invoices, and track accounts, all in just one click.

Most popular automationmost-popular-automations
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Twilio + Zoho Books flow

Connect your communication and accounting data with CRM, support, and messaging tools to streamline billing and client onboarding. Pick a combination and activate it in one click.

Zoho Books
Twilio
+
StripeStripe (3)
+
ShopifyShopify (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
HubSpotHubSpot (3)
S
Z
T
Create a Zoho Books customer for every new Stripe payment, and send an SMS confirmation via Twilio.
New Stripe payments automatically generate Zoho Books customer profiles and trigger instant Twilio SMS confirmations, removing manual entry gaps.
S
Z
T
When a Stripe payment fails, create a Zoho Books invoice draft and alert your support team via Twilio SMS.
Failed Stripe payments instantly create Zoho Books draft invoices and notify your team via Twilio SMS to ensure quick follow-up.
S
Z
T
Create a Zoho Books sales order from every successful Stripe subscription, and broadcast the signup via Twilio WhatsApp.
Successful Stripe subscriptions generate Zoho Books sales orders while Twilio broadcasts the milestone via WhatsApp.

Supported triggers and actions for Zoho Books and Twilio

Mix and match to build the exact automation you need

Zoho Books
Zoho Books Triggers & Actions
Instant
Invoice is created in Zoho Books
Triggers the automation when any invoice is added or modified
Try it โ†’
Instant
Customer payment is created in Zoho Books
Triggers the automation when payment is made by customer
Try it โ†’
Instant
Vendor payment is created in Zoho Books
Triggers the automation when a vendor payment is created
Try it โ†’
Instant
Customer is created in Zoho Books
Triggers the automation when a new customer is created
Try it โ†’
Instant
Customer is updated in Zoho Books
Triggers the automation when customer details are updated
Try it โ†’
Instant
Sales order is created in Zoho Books
Triggers the automation when a sales order is created
Try it โ†’
Instant
Purchase order is created in Zoho Books
Triggers the automation when a new purchase order is created
Try it โ†’
Instant
Estimate is created in Zoho Books
Triggers the automation when a new estimate is created
Try it โ†’
Instant
Expense is created in Zoho Books
Triggers the automation when a new expense is added
Try it โ†’
Instant
Item is created in Zoho Books
Triggers the automation when a new item is created
Try it โ†’
Instant
Bill is created in Zoho Books
Triggers the automation when a new bill is created
Try it โ†’
Instant
Credit note is created in Zoho Books
Triggers the automation when a new credit note is generated
Try it โ†’
Instant
Delivery challan is created in Zoho Books
Triggers the automation when a Delivery challan is created
Try it โ†’
Instant
Recurring bill is created in Zoho Books
Triggers the automation when a recurring bill is created
Try it โ†’
Instant
Recurring expense is created in Zoho Books
Triggers the automation when a recurring expense is created
Try it โ†’
Instant
Recurring invoice is created in Zoho Books
Triggers the automation when a recurring invoice is created
Try it โ†’
Instant
Project is created in Zoho Books
Triggers the automation when a new project is created
Try it โ†’
Instant
Vendor is created in Zoho Books
Triggers the automation when a new vendor is created
Try it โ†’
Instant
Timesheet is created in Zoho Books
Triggers the automation when a timesheet is created
Try it โ†’
Update sales invoice in Zoho Books
Update sales invoice with pre-filled details
Try it โ†’
Search vendor in Zoho Books
Searches for a vendor
Try it โ†’
Create time entry in Zoho Books
Adds a new time entry
Try it โ†’
Search time entry by project in Zoho Books
Looks for a specific time entry
Try it โ†’
Update time entry in Zoho Books
Modifies an existing time entry
Try it โ†’
Delete time entry in Zoho Books
Removes a time entry from the system
Try it โ†’
Create project in Zoho Books
Generates a new project
Try it โ†’
Get invoice Pdf by ID in Zoho Books
Retrieves invoice Pdf based on their ID
Try it โ†’
Mark invoice as draft in Zoho Books
Marks an invoice as draft in Zoho Books
Try it โ†’
Send an invoice in Zoho Books
Invoice is sent
Try it โ†’
Mark invoice as void in Zoho Books
Mark an invoice status as void in ZohoBooks.
Try it โ†’
Search invoice by combination of filter in Zoho Books
Search invoices by combination of fields.
Try it โ†’
Create sales invoice in Zoho Books
Generates a new sales invoice with pre-filled details
Try it โ†’
Search invoice in Zoho Books
Locates and retrieves invoices with
Try it โ†’
Create customer in Zoho Books
Adds a new customer to the database
Try it โ†’
Search customer in Zoho Books
Locates and retrieves customer information
Try it โ†’
Get customer by id in Zoho Books
Retrieves customer information based on their id
Try it โ†’
Create item in Zoho Books
Generates a new item
Try it โ†’
Search item in Zoho Books
Locates and retrieves particular item information
Try it โ†’
Create estimate in Zoho Books
Adds a new contact to the contact list
Try it โ†’
Create sales order in Zoho Books
Generates a new sales order with pre-filled details
Try it โ†’
Get line items by sales order ID in Zoho Books
Retrieves line items associated with a sales order id
Try it โ†’
Update sales order in Zoho Books
Updates sales orders with the latest information
Try it โ†’
Create payment in Zoho Books
Generates and process a payment transaction
Try it โ†’
Search account in Zoho Books
Searches for account information
Try it โ†’
Create purchase order in Zoho Books
Generates a purchase order for approved requests
Try it โ†’
Create task in Zoho Books
Creates a new task
Try it โ†’
Twilio
Twilio Triggers & Actions
Instant
Message is received in Twilio
Triggers the automation when a new message (SMS/MMS) is received
Try it โ†’
SMS is received/sent in Twilio
Triggers the automation when a new text message is received/sent
Try it โ†’
Recording is available in Twilio
Triggers the automation when a recording is available
Try it โ†’
Call status is changed in Twilio
Triggers the automation when call details are modified
Try it โ†’
Call is finished in Twilio
Triggers the automation when a call is finished
Try it โ†’
Phone number is added in Twilio
Triggers the automation when a phone number is added
Try it โ†’
Transcription is available in Twilio
Triggers the automation when a transcription is available
Try it โ†’
Get message media by id in Twilio
Try it โ†’
Get message medias in Twilio
Try it โ†’
Send WhatsApp template message in Twilio
Sends a message using a predefined template on WhatsApp
Try it โ†’
Send SMS in Twilio
Sends a text message to particular recipients
Try it โ†’
Send WhatsApp message in Twilio
Sends a message via whatsapp
Try it โ†’
Call phone in Twilio
Initiates a phone call to a phone number
Try it โ†’
Get call details by id in Twilio
Try it โ†’

What can you automate with Twilio + Zoho Books?

Streamline your client communications and accounting workflows by automating invoice creation, payment notifications, customer syncs, and status updates.

What you can automate?
๐Ÿงพ
Automate core accounting and communication workflows
Trigger Zoho Books records instantly when Twilio messages or calls occur, keeping your financial books and client logs perfectly synchronized without manual intervention.
๐Ÿ“‹
Capture every submitted contact detail
Map all incoming customer information from Twilio communications directly into Zoho Books customer profiles, ensuring complete and accurate records for every client.
๐Ÿ””
Notify the right person immediately
Send automated SMS or WhatsApp alerts via Twilio the moment an invoice or payment is created in Zoho Books, keeping your team and clients instantly informed.
๐Ÿ”€
Route workflows based on submitted fields
Execute different follow-up actions depending on the specific invoice amount or customer tier submitted in Zoho Books or Twilio interactions.
๐Ÿ”„
Keep financial destination records up to date
Automatically update existing invoices and customer details in Zoho Books whenever communication statuses or phone records change in Twilio.
๐Ÿšซ
Add or update records without creating duplicates
Search existing database entries in Zoho Books before adding new customer records or updating sales invoices from Twilio events.
โฑ๏ธ
Handle later status changes and payment updates
Automatically trigger follow-up SMS messages or update invoice statuses when payments are completed, refunded, or marked as void in Zoho Books.
๐Ÿ”Œ
Extend workflows to Slack for team visibility
Connect your Twilio and Zoho Books core workflow with Slack to broadcast real-time financial updates and customer notifications directly to your internal channels.
And much more...

Who is Twilio + Zoho Books integration for?

Finance teams, business owners, and customer support agents benefit from automated communication and accounting sync that eliminates manual data entry and prevents costly billing delays.

Finance Managers
Finance Managers
Customer Success Leads
Customer Success Leads
Account Executives
Account Executives
High-Volume Freelancers
High-Volume Freelancers
Billing Specialists
Billing Specialists
Operations Directors
Operations Directors
๐Ÿ“Š
Finance Managers
You report on billing and cash flow figures every week, but your accounting records only update when someone manually reconciles payments, so your financial dashboard is always a few days behind โ€” integrating these apps means every transaction updates instantly and your reports stay accurate.
โšก
Customer Success Leads
You need to act fast when payments fail or invoices stall, but you find out about billing issues too late through delayed client emails โ€” automating both apps means you receive instant SMS alerts the moment an invoice status changes so you can resolve issues immediately.
๐Ÿค
Account Executives
You answer to clients who want immediate confirmation of their payments and orders, but manual receipt logging leaves them waiting hours for updates โ€” this integration means payment confirmations and invoices trigger instant communications so your clients always know where they stand.
๐Ÿ“ˆ
High-Volume Freelancers
The volume of incoming client invoices and customer queries is too high for anyone to keep up with by hand, leading to missed follow-ups and unrecorded payments โ€” connecting these apps means every customer interaction and transaction logs automatically without manual effort.
๐Ÿ”„
Billing Specialists
You own the invoice creation step and depend on sales to notify you when customer details change, but communication gaps cause errors in your accounting records โ€” with this integration, customer updates in your communications platform flow straight into your accounting software seamlessly.
๐Ÿ—‚๏ธ
Operations Directors
You need a reliable transaction and communication history, but manual record-keeping keeps leaving frustrating gaps between phone interactions and accounting logs โ€” automating both apps means every call detail and invoice record matches up perfectly with no missing data.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Zoho Books + Twilio

Build and manage your Zoho Books + Twilio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zoho Books + Twilio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
๐Ÿ˜
750 Tasks
in $19.99
Integrately
๐Ÿ˜
2,000 Tasks
in $19.99

Trusted byย 42,000+ย Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

โ–ฒ 2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Twilio to Zoho Books?
Frequently Asked Questions
You can connect Twilio to Zoho Books in 1 click using ready templates on Integrately or ask Integrately AI to build the automation and map the fields for your workflow.
Can I automatically create Zoho Books customers from Twilio phone numbers?
Frequently Asked Questions
Can I connect Twilio, Zoho Books, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Twilio and Zoho Books?
Frequently Asked Questions
How do Twilio calls and messages trigger Zoho Books actions?
Frequently Asked Questions
Can Zoho Books payment updates trigger Twilio notifications?
Frequently Asked Questions
How do I set up this integration without writing any code?
Frequently Asked Questions
Is the Twilio and Zoho Books integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Twilio or Zoho Books With 1500+ Other Apps

Twilio
Popular Twilio Integrations
Connect Twilio to CRMs, marketing platforms, and messaging tools to manage customer communications and track engagement.
See All
Twilio Integrations arrow right
No popular apps found
Zoho Books
Popular Zoho Books Integrations
Sync Zoho Books with payment gateways, e-commerce platforms, and reporting tools to keep your financial stack unified.