Zoho Invoice + Twilio Integration

Integrate Twilio to Zoho Invoice in one click, or tell Integrately AI how you want each invoice handled. Notify customers instantly, log billing details, update payment statuses, and trigger reminders automatically.

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1.
  • Zoho Invoice
    Invoice is created in Zoho Invoice Instant
  • Zoho Invoice
    Customer is created in Zoho Invoice Instant
  • Zoho Invoice
    Item is created in Zoho Invoice Instant
  • Zoho Invoice
    Contact person is created in Zoho Invoice
  • Zoho Invoice
    Project is created in Zoho Invoice Instant
  • Zoho Invoice
    Estimate is created in Zoho Invoice 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 Invoice
    Search invoice by email in Zoho Invoice
  • Zoho Invoice
    Update invoice in Zoho Invoice
  • Zoho Invoice
    Create invoice in Zoho Invoice
  • Zoho Invoice
    Create contact in Zoho Invoice
  • Zoho Invoice
    Search contact in Zoho Invoice
  • Zoho Invoice
    Create new estimate in Zoho Invoice
  • Zoho Invoice
    Create new item in Zoho Invoice
  • Zoho Invoice
    Get invoice by ID in Zoho Invoice
  • Zoho Invoice
    Create contact person in Zoho Invoice
  • Twilio
    Send WhatsApp template message in Twilio
  • Twilio
    Get message medias in Twilio
  • Twilio
    Get message media by id 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

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Ready Workflows Ready Workflows for Twilio + Zoho Invoice Integration

Notify customers of new invoices, send payment reminders, log billing data, and update client records, all in just one click.

  • 1of5
Got a different task in mind? Describe it

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Connect more apps to your Twilio + Zoho Invoice flow

Streamline your billing operations by connecting accounting, spreadsheets, and team communication tools to your communications and invoicing stack. Pick a combination and activate it in one click.

Zoho Invoice
Twilio
+
StripeStripe (4)
+
Zoho BooksZoho Books (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
Z
S
T
Create a Stripe customer for every new Zoho Invoice invoice, and send a confirmation SMS via Twilio
New Zoho Invoice invoices instantly generate a Stripe customer record while Twilio sends a confirmation SMS, eliminating manual data entry.
Z
S
T
When a Zoho Invoice payment is updated, update the Stripe charge record and notify the client via Twilio
Payment updates in Zoho Invoice synchronize with Stripe while Twilio keeps customers informed via SMS.
Z
S
T
Create a Stripe subscription when a recurring invoice is created in Zoho Invoice, and alert the client via Twilio
Recurring invoices in Zoho Invoice establish Stripe subscriptions while Twilio triggers a welcoming text message.
Z
S
T
When a credit note is created in Zoho Invoice, issue a Stripe refund and send an SMS update via Twilio
Credit notes issued in Zoho Invoice trigger Stripe refunds and notify clients instantly via Twilio SMS.

Supported triggers and actions for Zoho Invoice and Twilio

Mix and match to build the exact automation you need

Zoho Invoice
Zoho Invoice Triggers & Actions
Instant
Invoice is created in Zoho Invoice
Triggers the automation when any invoice is added or modified
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Instant
Customer is created in Zoho Invoice
Triggers the automation when a new customer is created
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Instant
Item is created in Zoho Invoice
Triggers the automation when a new item is created
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Contact person is created in Zoho Invoice
Triggers the automation when a new contact person is created
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Instant
Project is created in Zoho Invoice
Triggers the automation when a new project is created
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Instant
Estimate is created in Zoho Invoice
Triggers the automation when a new estimate is created
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Search invoice by email in Zoho Invoice
Searches for an invoice using email address
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Update invoice in Zoho Invoice
Updates an invoice
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Create invoice in Zoho Invoice
Generates invoices for sales transactions
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Create contact in Zoho Invoice
Adds a new contact to the database
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Search contact in Zoho Invoice
Finds and retrieves contact information
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Create new estimate in Zoho Invoice
Creates a new estimate
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Create new item in Zoho Invoice
Creates a new item
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Get invoice by ID in Zoho Invoice
Retrieves a invoice using its id
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Create contact person in Zoho Invoice
Adds a new contact person to the database
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Twilio
Twilio Triggers & Actions
Instant
Message is received in Twilio
Triggers the automation when a new message (SMS/MMS) is received
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SMS is received/sent in Twilio
Triggers the automation when a new text message is received/sent
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Recording is available in Twilio
Triggers the automation when a recording is available
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Call status is changed in Twilio
Triggers the automation when call details are modified
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Call is finished in Twilio
Triggers the automation when a call is finished
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Phone number is added in Twilio
Triggers the automation when a phone number is added
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Transcription is available in Twilio
Triggers the automation when a transcription is available
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Send WhatsApp template message in Twilio
Sends a message using a predefined template on WhatsApp
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Get message medias in Twilio
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Get message media by id in Twilio
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Send SMS in Twilio
Sends a text message to particular recipients
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Send WhatsApp message in Twilio
Sends a message via whatsapp
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Call phone in Twilio
Initiates a phone call to a phone number
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Get call details by id in Twilio
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What can you automate with Twilio + Zoho Invoice?

Streamline your billing operations and customer communications with powerful automated workflows connecting Zoho Invoice and Twilio.

What you can automate?
๐Ÿงพ
Send automated SMS alerts for new invoices
Trigger a Twilio text message the exact moment an invoice is created in Zoho Invoice, ensuring clients receive billing details without manual delay.
๐Ÿ“‹
Capture every submitted invoice field
Map complete invoice line items, amounts, and due dates into your automated messaging flows instead of relying on generic notifications.
๐Ÿ””
Alert the right team member instantly
Notify staff members via SMS whenever customer payments are received or updated in Zoho Invoice, keeping your entire operation informed.
๐Ÿ”€
Route messages based on invoice status
Send different SMS templates depending on whether an invoice is newly created, overdue, or marked as paid in Zoho Invoice.
๐Ÿ”„
Keep client records continuously updated
Synchronize customer contact details and payment statuses across your communications and invoicing stack in real time.
๐Ÿ”
Prevent duplicate contacts and records
Search existing database entries before creating new records, ensuring clean data management across Twilio and Zoho Invoice.
โฑ๏ธ
Handle payment status changes automatically
Trigger follow-up text messages and reminders whenever customer payment statuses change in Zoho Invoice.
๐ŸŒ
Extend workflows to team communication apps
Connect your Twilio and Zoho Invoice flows with Slack or Gmail to notify internal teams while clients receive SMS updates.
And much more...

Who is Twilio + Zoho Invoice integration for?

Teams managing client communications and financial billing rely on automated workflows to eliminate manual data entry and ensure timely updates.

Finance Directors and Controllers
Finance Directors and Controllers
Customer Support Leads
Customer Support Leads
Account Managers
Account Managers
Billing Operations Teams
Billing Operations Teams
Sales Representatives
Sales Representatives
Compliance Officers
Compliance Officers
๐Ÿ“ˆ
Finance Directors and Controllers
You're overseeing billing cycles and revenue reports but your invoicing software updates fail to sync with your communication logs, so your financial summaries are always a few hours behind โ€” with this integration, every new invoice triggers instant SMS updates and your revenue records stay current.
โšก
Customer Support Leads
You need to respond immediately when payment issues arise but your team finds out about billing failures too late, so client satisfaction drops while accounts remain unresolved โ€” with this integration, payment updates trigger instant alerts and your support workflows start immediately.
๐Ÿค
Account Managers
You answer to clients who expect immediate confirmation after estimates or invoices are issued, but manual communication causes avoidable delays, so clients question your responsiveness โ€” with this integration, every billing event triggers automated SMS updates and your client relationships stay strong.
๐Ÿ“Š
Billing Operations Teams
The volume of recurring invoices and customer payments is too high for your staff to keep up with by hand, so manual data entry errors slip into your accounts โ€” with this integration, every transaction is handled automatically and your financial ledgers remain error-free.
๐Ÿ’ผ
Sales Representatives
You own the closing stage and depend on finance to notify you when estimates or payments clear, but communication handoffs break down, so deals stall in the pipeline โ€” with this integration, every invoice status change triggers instant notifications and your sales pipeline moves fast.
๐Ÿ—‚๏ธ
Compliance Officers
You need a reliable history of all customer communications and financial transactions but keep finding audit gaps in your records, so reporting season becomes stressful โ€” with this integration, every communication and invoice is logged automatically and your audit trail is complete.
Our team

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Why choose Integrately to automate Zoho Invoice + Twilio

Build and manage your Zoho Invoice + 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 Invoice + 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?

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2
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Frequently Asked Questions

How do I connect Twilio to Zoho Invoice?
Frequently Asked Questions
You can connect Twilio to Zoho Invoice in 1 click using Integrately. Select a ready-made automation template or use Integrately AI to set up your workflow instantly alongside tools like Google Sheets, Slack, and Gmail.
Can I automatically send an SMS via Twilio when an invoice is created in Zoho Invoice?
Frequently Asked Questions
Can I connect Twilio, Zoho Invoice, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Twilio and Zoho Invoice?
Frequently Asked Questions
How does Twilio handle SMS triggers in this integration?
Frequently Asked Questions
How does Zoho Invoice update payment data in connected apps?
Frequently Asked Questions
Do I need coding skills to automate Twilio and Zoho Invoice?
Frequently Asked Questions
Is the Twilio and Zoho Invoice integration free?
Frequently Asked Questions
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You Can Also Connect Twilio or Zoho Invoice With 1500+ Other Apps

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