Zoho Books Invoices & Overdue Reminders Send Via Interakt

[taxajca]

Your Task History ID

https://connect.pabbly.com/workflow/mapping/IjU3NjYwNTZjMDYzNjA0MzQ1MjY1NTUzNzUxM2Ii_pc

I need assistance in creating/updating an existing workflow using Pabbly Connect where, whenever an invoice or quote is generated in Zoho Books, it is automatically sent to the customer via Interakt (WhatsApp). The WhatsApp message should include:

• A direct “Pay Now” link
• A “View PDF” option for the invoice or quote

Additionally, I would like to automate follow-up reminders through the same WhatsApp channel every 15 days for:

• Invoices that remain unpaid
• Quotes that are still pending approval

These reminders should continue to trigger until the respective invoice is paid or the quote is approved.

Please let me know the best way to set up this automation through Pabbly Connect and integrate it seamlessly with Zoho Books and Interakt along with costing and timeline for your service.

 

[Gunjan]

Hello,

I may help you. Please send me a mail with your exact requirement at [email protected].

 

[taxajca]

do

Hello,

I may help you. Please send me a mail with your exact requirement at [email protected].

done please check