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Integrate Zoho Inventory With Twilio | Help Document
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communicate via phone calls and SMS using it’s web service APIs. When you integrate Zoho Inventory with Twilio, you can send the in-app notifications to your customers via SMS.</p> <p><strong>Benefits</strong></p> <ul> <li>Send SMS notifications to your customers regarding invoices, payments, and payment reminders.</li> <li>Configure SMS notifications at customer and contact person level.</li> </ul> <p><strong>Prerequisites</strong></p> <ul> <li>An existing Twilio account, if you do not have one, <a href="https://www.twilio.com/login?iss=https%3A%2F%2Flogin.twilio.com%2F" target="_blank">create a new Twilio account</a>.</li> <li>Account SID(Security Identifier) and Auth Token from Twilio.</li> <li>An active phone number that works with Twilio. If you do not have such phone number, you have to <a href="https://help.twilio.com/articles/223135367-Twilio-Phone-Number-Types-and-Their-Capabilities" target="_blank">purchase a phone number</a> from Twilio.</li> </ul> <div class="tips-note"><div class="tips-note-img"></div> <p><b>Note:</b> This feature is available only in certain plans of Zoho Inventory. Visit our <a href="https://www.zoho.com/inventory/pricing/" target="_blank">pricing page</a> to know more about each plan.</p> </div> <div class="side-grid no-print"><p>IN THIS PAGE…</p> <ul> <li><a href="#connect">Connect With Twilio</a></li> <li><a href="#enable-disable">Enable or Disable SMS Notifications</a></li> <li><a href="#configure">Configure SMS Notifications</a></li> <li><a href="#enable">Enable SMS for Primary Contacts</a></li> <li><a href="#enable-cp">Enable SMS for Contact Persons</a></li> <li><a href="#bulk-enable">Enable SMS Notifications for Customers in Bulk</a> <ul> <li><a href="#all">All Primary Contact and Contact Persons</a></li> <li><a href="#specific">Specific Primary Contact and Contact Persons</a></li> </ul> </li> <li><a href="#disable">Disable SMS for Primary Contacts</a></li> <li><a href="#disable-cp">Disable SMS for Contact Persons</a></li> <li><a href="#bulk-disable">Disable Notifications in Bulk</a></li> <li><a href="#send">Send SMS Notifications</a></li> <li><a href="#view">View sent SMS Notifications</a></li> </ul> </div> <h2 id="connect">Connect with Twilio</h2> <p>To set up this integration:</p> <ul> <li>Go to <strong>Settings</strong>.</li> <li>Select <strong>SMS Notifications</strong> under <em>Reminders & Notifications</em>.</li> <li>Click <strong>Configure</strong> near <em>Twilio</em>.</li> <li>On the <em>SMS Integration</em> page, click <strong>Connect</strong> next to <em>Twilio</em>.</li> <li>In the next page, click <strong>Connect</strong> near <em>Twilio</em>.</li> <li>In the pop-up that appears, enter the <strong>Account SID</strong>, <strong>Auth Token</strong> and the <strong>Phone Number</strong> from your Twilio account.</li> <li>Click <strong>Connect with Twilio</strong>.</li> </ul> <p>Twilio is now integrated with your Zoho Inventory organization. You can view the templates for SMS notifications by clicking <strong>Configure</strong> below the integration.</p> <p>You will be redirected to the SMS Notifications page, where you can configure the SMS templates and also enable or disable the SMS notifications for different notification types.</p> <h2 id="enable-disable">Enable or Disable SMS Notifications</h2> <p>All the SMS notifications will be disabled by default. You can enable the required SMS notifications and send SMS to your customers. To enable SMS notifications:</p> <ul> <li>Go to <strong>Settings</strong>.</li> <li>Select <strong>SMS Notifications</strong> under <em>Reminders & Notifications</em>.</li> <li>Click <strong>Configure</strong> near <em>Twilio</em>.</li> <li>In the next page, click <strong>Configure</strong> below the integration.</li> <li>Slide the toggle near the required transaction to enable the SMS notifications.</li> </ul> <p>Similarly, you can slide the toggle to disable the SMS notifications that you’ve enabled.</p> <h2 id="configure">Configure SMS Notifications</h2> <p>You can choose a template for the SMS notifications and also configure the message in it.</p> <p>To configure the SMS templates:</p> <ul> <li>Go to <strong>Settings</strong>.</li> <li>Select <strong>SMS Notifications</strong> under <em>Reminders & Notifications</em>.</li> <li>Click <strong>Configure</strong> near <em>Twilio</em>.</li> <li>In the next page, click <strong>Configure</strong> below the integration.</li> <li>Click <strong>Change Template</strong> near the required SMS Template.</li> <li>In the <em>Choose a Template</em> pop-up, click <strong>Customize Template</strong>.</li> <li>You can select an SMS template and insert placeholders from the respective dropdowns if required.</li> <li>Click <strong>Save</strong>.</li> </ul> <h2 id="enable">Enable SMS for Primary Contacts</h2> <p>To enable SMS notifications for a primary contact:</p> <ul> <li>Go to <em>Sales</em> on the left sidebar and select <strong>Customers</strong>.</li> <li>Click the customer for whom you want to enable SMS Notifications.</li> <li>In the <em>Overview</em> section, click <strong>Enable SMS Notification</strong>.</li> </ul> <p>The SMS Notifications will be enabled for the respective primary contact.</p> <h2 id="enable-cp">Enable SMS for Contact Persons</h2> <p>To enable SMS notifications for the contact persons:</p> <ul> <li>Go to <em>Sales</em> on the left sidebar and select <strong>Customers</strong>.</li> <li>Click the required customer to enable SMS notifications for their contact persons.</li> <li>Scroll down to the <strong>Contact Persons</strong> section in the <em>Overview</em> tab.</li> <li>Click the <em>Gear</em> icon near the contact person and select <strong>Enable SMS Notification</strong> from the dropdown.</li> </ul> <p>The SMS Notifications will be enabled for the respective contact person.</p> <h1 id="bulk-enable">Enable SMS Notifications for Customers in Bulk</h1> <p>You can enable SMS notifications for customers and contact persons in bulk in two ways:</p> <ul> <li><a href="#all">All Primary Contact and Contact Persons</a></li> <li><a href="#specific">Specific Primary Contact and Contact Persons</a></li> </ul> <h3 id="all">All Primary Contact and Contact Persons</h3> <p>To enable SMS Notifications for all the customers and their contact persons:</p> <ul> <li>Go to <strong>Settings</strong>.</li> <li>Select <strong>SMS Notifications</strong> under <em>Reminders & Notifications</em>.</li> <li>Click the <strong>Gear</strong> icon in the <em>Twilio</em> section, and select <strong>Update Communication Preference</strong> from the dropdown.</li> <li>In the following pop-up, select the default recipients to whom you want to send the SMS notifications.</li> <li>Click <strong>Save</strong>.</li> </ul> <p>The SMS Notifications will be enabled for all the primary contacts and their contact persons.</p> <h3 id="specific">Specific Primary Contact and Contact Persons</h3> <p>To enable SMS Notifications for specific customers and their contact persons:</p> <ul> <li>Go to <em>Sales</em> on the left sidebar and select <strong>Customers</strong>.</li> <li>Select the customers for whom you want to disable the SMS Notifications.</li> <li>Click <strong>Configure Communication Preferences</strong> at the top of the page.</li> <li>In the following pop-up, select the default recipients to whom you want to send the SMS notifications.</li> <li>Click <strong>Save</strong>.</li> </ul> <p>The SMS Notifications will be enabled for the selected primary contacts and their contact persons.</p> <h2 id="disable">Disable SMS for Primary Contacts</h2> <p>To disable SMS Notification for a primary contact:</p> <ul> <li>Go to <em>Sales</em> on the left sidebar and select <strong>Customers</strong>.</li> <li>Click the customer for whom you want to disable SMS Notifications.</li> <li>In the <em>Overview</em> section, click <strong>Disable SMS Notification</strong>.</li> </ul> <p>The SMS Notifications will be disabled for the respective primary contact.</p> <h3 id="disable-cp">Disable SMS for Contact Persons</h3> <p>To disable SMS Notifications for the contact persons of a primary contact:</p> <ul> <li>Go to <em>Sales</em> on the left sidebar and select <strong>Customers</strong>.</li> <li>Click the customer for whom you want to disable SMS notifications.</li> <li>Scroll down to the <strong>Contact Persons</strong> section in the <em>Overview</em> tab.</li> <li>Click the <em>Gear</em> icon near the contact person and select <strong>Disable SMS Notification</strong> from the dropdown.</li> </ul> <p>SMS Notifications will be disabled for this contact person.</p> <h2 id="bulk-disable">Disable Notifications in Bulk</h2> <p>To disable SMS Notifications for customers in bulk:</p> <ul> <li>Go to <em>Sales</em> on the left sidebar and select <strong>Customers</strong>.</li> <li>Select the customers for whom you want to disable the SMS Notifications.</li> <li>Click <strong>Configure Communication Preferences</strong> at the top of the page.</li> <li>In the pop-up that appears, select <strong>None</strong> from the <em>Default Recipients</em> dropdown.</li> <li>Click <strong>Save</strong>.</li> </ul> <p>When the default recipients for customers are selected as <strong>None</strong>, the SMS notifications will not be sent to any contact persons.</p> <h2 id="send">Send SMS Notifications</h2> <p>Based on your configured SMS preferences, you will be able to send SMS notifications to your customers and their contact persons in the following cases:</p> <ul> <li>When you have configured <strong>Create and Send Invoices</strong>, or <strong>Create, Share and Send Invoices</strong> preferences for recurring invoices, an invoice creation message will be sent.</li> <li>When you receive online payments from your customers, a <strong>Payment Thank You SMS</strong> will be sent to that customer.</li> </ul> <p>Apart from sending automated SMS to your customers, you can also send manual messages to them. Here’s how:</p> <ul> <li>Go to the left sidebar and select a module (say, <strong>Invoices</strong>).</li> <li>Click the invoice for which you want to send SMS.</li> <li>Click <strong>Send</strong> at the top of the invoice’s <em>Details</em> page and select <strong>Send SMS</strong> from the dropdown.</li> <li>In the pop-up that appears, click <strong>Send SMS</strong>.</li> </ul> <p>The SMS Notification for the invoice will be sent to your customer.</p> <h2 id="view">View sent SMS Notifications</h2> <p>To view the SMS Notifications sent to your customers and their contact persons:</p> <ul> <li>Go to the left sidebar and select a module (say, <strong>Invoices</strong>).</li> <li>Click the invoice for which you want to view the sent SMS notifications.</li> <li>Click <strong>Comments and History</strong> in the top-right corner of the invoice’s <em>Details</em> page.</li> </ul> <p>You can view the details of the SMS Notifications sent to your customers.</p> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> TOP </div> <div id="zom-app-popup" class="popup-banner scroll-hidden no-print"> <div style="position: relative;"> <div id="popup-close" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Simplifying inventory and order management</p> <div> <a class="btn zom-btn-filled zom-access" id="banner-signup-button" href="/inventory/signup?utm_source=help&utm_medium=popup" target="_blank" rel="noopener noreferrer"> SIGN UP - IT'S FREE </a> </div> </div> </div> <div id="zom-app-popup-signed" class="popup-banner scroll-hidden no-print signed"> <div style="position: relative;"> <div id="popup-close-signed" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="support-agent" alt="Zoho Inventory" src="/inventory/help/images/common/support-agent.png"> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Cannot find what you're looking for?</p> <p class="popup-text-style popup-text-font">We're just a call away.</p> <div> <a class="btn zom-btn-filled zom-access" href="https://assist.zohobookings.com/#/customer/zohoinventorycall?Source=help_docs" target="_blank" rel="noopener noreferrer" style="font-size: 12px !important; padding: 2px; width: 54%;"> Request a callback </a> </div> </div> </div> </div> <div class="help-footer row" id="footer"> <div class="col-md-3 mobile-img-section"> <img src="/inventory/help/images/getting-started/Inventory-mobile.png" alt="Zoho Inventory - Customer Support" class="footer-mobile pull-right"/> </div> <div class="col-sm-5 col-md-3 mobile-apps-description"> <div class="mobile-apps"> <b>Mobile Apps</b> </div> <p style="line-height:1;margin-top:5px;"> Available in all mobile platforms </p> <div> <a href="https://play.google.com/store/apps/details?id=com.zoho.inventory&referrer=utm_source%3Dzom_helpdoc%26utm_medium%3Dfooter_mobile_banner" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/android.svg"> </a> <a href="https://apps.apple.com/app/apple-store/id1037960494?pt=423641&ct=help_page_footer&mt=8" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/apple.svg"> </a> </div> <span class="font-xs lg-show">漏 2023, Zoho Corporation Pvt. 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