Inventory

Twilio Integration

Twilio is a cloud communications platform that, when integrated with Zoho Inventory, allows you to notify invoice creation and payment receipt notifications to your customers via phone calls, SMS and other communication functions using web service APIs.

Benefits

• Send SMS notifications for invoices, payments and payment reminders.
• Configure SMS notifications for customers as well as their contact persons.

Prerequisites

• An account on Twilio. If you don’t have an account, you can create one now.
• Your Account SID and Auth Token from Twilio.
• An active phone number that works with Twilio. If you don’t have one, you need to purchase a phone number from Twilio.
• A subscription to the Premium plan (Indian edition) or to the Standard or higher plans (all other editions). If you’re using Zoho One or a Zoho Finance Plus, this feature will be available for you.

Connect with Twilio

To integrate with Twilio:

1. Log in to Zoho Inventory.

2. Go to Settings, Integrations, then SMS Integrations.

3. Click the Connect button next to Twilio. If you don’t have an account with Twilio, you can click on Sign Up Now to create one.

   

4. Enter your Account SID, Auth Token, and Phone Number.

5. Click Connect with Twilio.

6. After successfully connecting with Twilio, click the Configure button. You’ll be redirected to the SMS Templates page, where you can enable the required notifications.

   

Learn how you can send SMS to your customers from Zoho Inventory.

Delete Twilio

If you no longer want to send SMS through Twilio, you can delete the integration. Here’s how:

1. Log in to Zoho Inventory.

2. Go to Settings, Integrations, then SMS Integrations.

3. Click the Trash bin button next to Twilio.

   

4. Click Delete to confirm your action.