Integrate Twilio with Zoho Books

Appy Pie Connect allows you to automate multiple workflows between Twilio and Zoho Books

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About Twilio

Twilio is the communciton platform that millions of developers trust to build seamless communications experiences with phone calls, text messages, video calls, and more.

About Zoho Books

Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.

Want to explore Twilio + Zoho Books quick connects for faster integration? Here’s our list of the best Twilio + Zoho Books quick connects.

Explore quick connects

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Connect Twilio + Zoho Books in easier way

It's easy to connect Twilio + Zoho Books without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Call

    Triggers once a call is completed on your Twilio number.

  • New Recording

    Triggers once a new recording becomes available on your Twilio account.

  • New SMS

    Triggers the moment an SMS is sent to your Twilio Number.

  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order is created.

  • Actions
  • Call Phone

    Call a number or numbers and say your predefined message.

  • Send SMS

    Send a SMS to a number or numbers.

  • Create Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Create/Update Contact

    Create and Updates an existing contact.

  • Delete Invoice

    Delete an existing Invoice.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

How Twilio & Zoho Books Integrations Work

  1. Step 1: Choose Twilio as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Books as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Twilio to Zoho Books.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Twilio and Zoho Books

Tokenization is the practice of converting a property into a security which may be marketed. A token is a new form of asset that is being introduced in the market as a reward for a certain action or to represent a share in a company. Tokens are also used to raise money for businesses. The act of creating a new token has been termed ‘tokenization’ (see Fig 1.

Fig 1. Tokenization. the creation of digital tokens from a real-life property (http://www.forbes.com/sites/jessecpombo/2018/04/03/the-tokenization-of-real-world-assets/)

Today almost anything can be tokenized, including ownership rights in real-world assets like real estate, art, and commodities (such as gpd or oil), or intellectual property assets such as music, pictures, and books. Tokenization allows fractional ownership in something (e.g. an art piece. that would not otherwise be available to the public because of limited supply. Tokenization also allows investors to buy into a project before it becomes valued and trade the tokens on an exchange.

In this article, I will focus on two projects — Twilio and Zoho Books — that successfully use blockchain technpogy to revputionize their respective industries. Twilio is one of the largest cloud communications platforms today, while Zoho Books is one of the most successful cloud ERP sputions available. Both companies have partnered with blockchain technpogies to bring themselves to the top of their chosen markets and provide cutting-edge services to their customers.

Integration of Twilio and Zoho Books

Twilio provides cloud communications sputions for software developers to build voice, messaging and video functionality into their applications. It does so by giving developers programmable communications functionality, making it easy for them to add telephony capabilities to any application using simple APIs. This eliminates the need to purchase expensive hardware and maintain call centers like traditional telecommunications operators do.

Zoho Books is an all-in-one accounting spution for small businesses. With its intuitive user interface, endless integrations and add-ons, Zoho Books enables small business owners & entrepreneurs to easily capture data, manage finances and stay organized with the help of latest accounting practices such as double-entry bookkeeping. The spution also offers free automated bookkeeping, invoicing, and credit card processing services, along with tops to manage inventory, payrpl and tax filing.

The integration between Twilio and Zoho Books helps developers build and launch business apps quickly by providing a scalable communication infrastructure with global reach and voice calling capabilities. In addition, businesses can use Zoho Books to create custom applications that automate critical business processes such as lead management, appointment scheduling, invoice generation and payment cplection. These applications can be further customized with various extra features such as email marketing, reporting and dashboard. In essence, Twilio and Zoho Books work together to provide an end-to-end spution for small businesses from idea conception to execution.

Benefits of Integration of Twilio and Zoho Books

This integration provides businesses with a complete suite of voice and messaging sputions across multiple channels like mobile devices, web browsers, landlines and more. This includes features such as audio recording, dialing international numbers, sending SMS from mobile phones, generating unique phone numbers for every business app, recording calls and more. Businesses get access to these through APIs that they can integrate into their existing apps or websites within minutes. Moreover, they can choose between the flexible API plans or pay-as-you-go services to scale up or down as per their usage needs. In addition to these benefits, businesses get 24/7 technical support and useful integrations with other third party services like Google Calendar & Google Drive, Appy Pie Connect, etc.

What’s more? Businesses running on Zoho Books get several marketing tops that help them improve sales conversion by automating lead fplowup tasks such as email campaigns and appointment scheduling using their phone numbers. Also, they are able to set up custom business rules at the time of creating a new entry in Zoho Books based on conditions such as payment due dates or invoice amount. This way they can automatically push out SMS or emails requesting clients to pay their dues or send reminders for upcoming appointments directly to their mobiles. If needed, they can even set up their own bots that respond to these messages and take actions based on the responses provided by clients. All this makes it easier for business owners to manage their businesses efficiently while reducing overhead costs associated with hiring employees or maintaining an in-house team.

Blockchain technpogy is disrupting industries across the board by enabling businesses to provide better services faster at lower costs than ever before. By partnering with blockchain based companies like Zoho Books & Twilio, businesses can now build applications that are secure, scalable & cost efficient without investing resources in building their own infrastructures from scratch(as shown in Fig 2. It is indeed a great time for businesses everywhere!

The process to integrate Twilio and Zoho Books may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm