Introducing: SMS notifications via Zoho Subscriptions

Introducing: SMS notifications via Zoho Subscriptions

Dear customers,

We hope you are doing well! We are happy to announce that you can now send SMS notifications to your customers right from Zoho Subscriptions. To facilitate this, we've integrated with Twilio, a leader in the business communication space.



Previously, to send SMS notifications for invoices and payment reminders, you had to connect Zoho Subscriptions with an SMS provider using either webhooks or cloud connectors like Zoho Flow or Zapier. While this works, we wanted to offer something that's better and easier to set up. 

How can SMS notifications benefit your day-to-day finance operations?

There are plenty of situations where you'd like to communicate some information to your customers—such as a reminder for an overdue payment, a notification that a subscription is about to be renewed, and so on. It's okay to use email as the primary communication channel for these events, but half your emails are going to be read on mobile devices anyway. So why not deliver these notifications directly via SMS? Studies show that the average open rate for emails is 20-30%, while SMS notifications have a whopping 98% open rate. And nearly 90% of SMS recipients open their text messages in the first three seconds.

Simply put, SMS notifications can help you expedite your payment collection and close your books faster, while also improving your customer relationships by keeping customers up to speed on all their subscription-related activities.

How customizable is this?

The integration is designed so that you have control over what goes out, without having to spend a lot of time on it. You can simply choose the events in Zoho Subscriptions for which you'd like to send SMS through Twilio, and Zoho Subscriptions will take care of the rest. You'll still have options to customize the system to your specific business needs. Here's how:

1. Choose an SMS template of your choice
For each event you choose to send SMS notifications for, you can select one of the three pre-defined templates: Brief, Short, and Detailed. While all of them retain the key placeholders necessary for communication, they have different character lengths, allowing you to choose the one that fits your brand's communication style the best.

2. Disable SMS notifications for select customers
You might want to send SMS notifications to most of your customers, but not all of them. If that's the case, you can simply disable SMS notifications for any customers you wish with just a click.

3. Send manual SMS notifications when needed
There may be times when you want to send SMS notifications to your customers manually. For example, a customer might contact you and ask you to resend an invoice so they don't have to dig through all their emails to find it. You do want to make it easier for them to pay you, so for those cases, you can trigger an SMS with a link to the invoice manually.

Check out our help document to get started.

Note for our Indian edition customers: In addition to the Twilio integration, Zoho Subscriptions also offers an in-built SMS service for organizations in the Indian edition. You can purchase this as an add-on to start using it. To learn more about this solution, refer to our help document.

If you have any feedback on the integration, feel free to post it as a comment. We'd love to hear from you!

Cheers,
Harikrishna
Customer Relations | Zoho Finance


      • Sticky Posts

      • Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.

        Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,

      • Zoho Subscriptions wins IDC's 2020 SaaS CSAT Award for Subscription Billing

        Dear customers, We're excited to share that Zoho Subscriptions has won IDC's 2020 SaaS Customer Satisfaction Award! As a team, we cherish each and every milestone with our customer community. And this particular award, focusing on customer satisfaction,

      • Introducing: SMS notifications via Zoho Subscriptions

        Dear customers, We hope you are doing well! We are happy to announce that you can now send SMS notifications to your customers right from Zoho Subscriptions. To facilitate this, we've integrated with Twilio, a leader in the business communication space.

      • What's new this December in Zoho Subscriptions

        The year is almost over and we here at Zoho Subscriptions have released new features and updates on the month of November. Let's take a look at the features we have worked on in the past month. Zendesk Integration The Zoho Subscriptions app for Zendesk allows your customer support executive to access customer details in an instant. You will be able to view the customer information from Zoho Subscriptions right from your ticket view. On enabling the integration, you will be able to: Get your customer

        • Recent Topics

        • HOW TO: Searching a thread (email body/text) with a custom function, allowing filtering and specific actions

          We are still trialing out Zoho at this time, but have found a major expected feature to be missing - the ability to search within the text of an email for automation/workflows. NOTE: You need to create a connection for zohodesk under settings -> Developer

        • Cold emails not allowed?

          I planned to use Zoho Mail to send businesses some cold emails to offer my freelance writing services, but I noticed that the anti-spam policy is very strict -- no commercial emails whatsoever without prior permission from the recipient? I would be very

        • Zoho Team Inbox - roadmap

          Hi, would be good to understand the Teaminbox roadmap, in particular: 1. API / Zoho Deluge connections. We have a process where the each email needs to be either tagged or assigned daily. It would be great if we could automate a 5pm alert for any exemptions

        • Zoho Books - France

          L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

        • Leave Time - Past Dates by Pay Period

          Under Settings | Leave Policy | [policy name] | Restrictions, one can set a number of days that an employee can go back to apply leave. This is very good and very needed. However, in most organizations, the real deadline isn't X number of days from the

        • Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

          Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,

        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

        • Link webform to a job opening

          I have a webfrm embeded on my website and everytime a candidates fill the form, their candidate status is to new. Is it possible that it links to a specific job opening instead of me having to assing it manually ? Thanks

        • New in WorkDrive: Organize your storage using Data Templates

          Organizations generate huge volumes of data day in and out. From financial reports, client details, and resumes to promotional images, product videos, and more. The list is endless. When you have so much data to manage, you need to classify your documents and structure them in a way that makes them more accessible.  This is exactly what WorkDrive's Data Templates lets you do! You can create Data Templates, add meta data as custom fields, and associate those fields with files and folders based on

        • Need Native Support for docx files in Zoho Writer

          Absolutely love Zoho Writer, but often need to share files by email with people who are in the Office ecosystem. Downloading a file as docx, then sending it by email, getting the comments back, converting it to Zoho format, editing it, then converting

        • Mirror Component in Zoho CRM: Access real-time related data without leaving your record

          Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having

        • Associate records via the Multi-select lookup RELATED LIST via API

          In the REST API, is there a way to associate records for a multi-select lookup related list other than via the linking module? There are two methods for the lookup: 1. via insert records API 2. via the linking module ...as described in https://help.zoho.com/portal/en/community/topic/kaizen-125-manipulating-multi-select-lookup-fields-mxn-using-zoho-crm-apis

        • What's New - May 2026 | Zoho Backstage

          Another month, another round of improvements in Zoho Backstage. We’ve been busy refining existing experiences and introducing new capabilities to help you plan, manage, and deliver successful events with less effort. Here’s a quick look at everything

        • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

          We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

        • Writer is horrible

          Form filling is about unusable for complex forms! I am so tired of it.

        • Deleted User Emails

          I need to delete a user as I need to re-use their license, but I'd like to keep all their emails that are attached to various contacts in the CRM. Their emails are hosted externally on an M365 license. Anyone any idea how best to engineer this? TIA

        • Product sorting in Zoho Commerce - how can I influence standard behaviour?

          Hello Zoho, I want to sort my products by e.g. name, SKU (Ascending / Descending) or by another attribute. I could neither find any solution in the settings, nor an entry in this help. Can you advice how this would work? Seems the standard sorting is

        • Dynamically prefill ticket fields

          Hello, I am using Zoho Desk to collect tickets of our clients about orders they placed on our website. I would like to be able to prefill two tickets fields dynamically, in this case a readonly field for the order id, and a hidden field for the seller

        • Composite Services and Account Tracking

          I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

        • Price Managment

          I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just

        • Workflow Assistance in Zoho CRM

          Our client's sales team visits customers on-site and currently fills a physical paper form to capture customer details, and then separately re-enters the same data into Zoho CRM via the mobile app — resulting in double data entry. We want the salesperson

        • Not able to see appointements when the territory permission is activated

          Hello, I created different territories to separate the various departments within the company that will be working on different projects. The issue I am currently experiencing is that when I enable territory-based permissions, I can see the work order

        • Stop Wasting Clicks: Let Us See All Notes in Quick View

          Hi Zoho Recruit team, I would like to suggest an improvement to the candidate/application experience in Zoho Recruit. Today, it is difficult to get a full picture of a candidate when working from the Quick View, since notes are split between: Notes related

        • Delivery Note without services

          Hi all, It there a possibility to create a delivery note from an invoice without the listed services "idem type: service"? Thank you in advance, Michel

        • Automation Series: Auto-assign Task Followers

          As task progresses, several users are required to stay aware of the updates to plan their upcoming work items efficiently. Manually adding users as followers for an active task might create additional overhead. With this automation, followers can be added

        • Send Email Directly to Channel

          Hi, We are coming from Slack. In Slack each channel has a unique Email address that you can send emails too. I currently forward a specific type of email from my Gmail InBox directly do this channel for Verification Codes so my team doesn't have to ask

        • Terms & Conditions

          I have defined Terms & Conditions in the invoice setting and have set %TermsAndCondition% where I want it to appear but nothing shows up in that area. Is this something we have to define per invoice or can we have a global variable?

        • Billing Status Update

          Hello Latha, I’m working on a new automation (deluge) to fulfill one of our requirements. In this automation, there is a step to update the Work Order billing status from “Not Yet Invoiced” to “Non-Billable.” I tried to find the API information relevant

        • Export to pdf. Images not showing

          My report contains a column with images. When I export it as a list, the images do not show in the PDF document. I have published the report but the images are still not visible. What should I do so that the photos appear in the export?

        • Zoho CRM Kiosk question – Passing Screen Fields to a Function

          I am building a Kiosk in Zoho CRM to create new Supplier (Vendors) records. Current setup: Screen 1 contains user input fields: Supplier Name (Vendor_Name) First Name (First_Name) I created a Deluge function: createSupplier(vendor_name, first_name) The

        • Introducing Custom Columns in Forecasts in Zoho CRM

          Hello all, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved Amount, and Pipeline Amount provide a baseline view,

        • パスワード

          ログインするためのパスワード取得したい。

        • Associate Zoho Project with Deal that is in a specific stage?

          Hi there, When a deal hits a certain stage, I'd like to associate it with an pre-exisiting zoho project? I am using blueprints. Using a custom function and deluge, how could I do this? I was thinking that the easiest option would be the modify the pre-made

        • [Product Update] Locations module migration in Zoho Books integration with Zoho Analytics

          Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books

        • Canvases Auto-Skewing/Adding Scroll Bars When They Were Not There Prior

          Is anyone else noticing rendering issues in their canvases today? It seems to be mainly icons which now have scroll bars added which makes them all look off, though some fields seemed to revert to squished length as well. Were the icons replaced with

        • New UI for Writer - Disappointed

          I've been enjoying Zoho Writer as a new user for about 6 months, and I really like it. One of my favorite things about it is the menu bar, which you can hide or leave out while still seeing most of your page because it is off to the left. I think this

        • Client Script Button in Related List become invalid

          Hi, I am the admin of our organization. And I setup a client script button in related list to raise payment refund request While this button become non selectable recently. I believe there is something wrong from zoho as this button had run for a year.

        • SMTP outgoing problem

          Hello I have a website where the SMTP email is connected through Zoho Mail SMTP. Today I am no longer receiving emails from the website. Joomla shows that the email was sent successfully, but I do not receive it.

        • Fiscal year setting

          Hi, I am looking into using Zoho Books. I cannot understand the organisation fiscal year setting. Our fiscal year runs from 1 April to 31 March. In the organisation profile, I need to set Fiscal Year to “April to March” and Start Date to “2” for the period

        • Issue with payments on invoices

          Hello, I’m having the following issue. When I create an invoice and try to apply a partial payment in a single transaction, the system does not allow it — it only allows full payment. Is this the expected behavior, or am I missing some configuration?

        • Next Page