WhatsApp Integration with Busy Accounting

Why connect Busy Accounting with WhatsApp?

• Faster invoice delivery — customers receive invoices on WhatsApp within seconds of generation, not by email (where they sit unread)
• Higher payment success — WhatsApp reminders see 95%+ open rates vs ~20% for email
• Less back-office work — no manual emailing of PDFs from Busy
• GST compliance friendly — Zaptilo issues GST invoice for the messaging spend
• Pay only for what you send — no monthly subscription, INR billing

Common use cases

How to integrate Busy Accounting with WhatsApp

Busy doesn't expose webhooks directly, but it does generate invoice PDFs into a folder you configure. You have three integration paths:

Option 1: Folder watcher script (most common)

1. Configure Busy to export invoice PDFs to a watched folder (e.g. C:\BusyExports\).
2. Run a small Node.js / Python / Power Automate script that watches the folder.
3. When a new file appears, parse the filename (typically contains invoice number and customer ID).
4. Look up customer's WhatsApp number from Busy's customer master (export to CSV or query).
5. Upload the PDF to a public URL (S3, Cloudinary) and call Zaptilo's /api/send/template with the URL + customer phone.

Option 2: Busy Online API (if you're on Busy Cloud)

Busy Online offers a REST API. Subscribe to invoice creation events, then call Zaptilo when a new invoice is generated. See our Python integration guide or Node.js integration guide for code examples.

Option 3: Zapier (no-code)

Use a Zapier zap with Google Drive (where Busy exports) as trigger and Webhooks by Zapier (calling Zaptilo) as action. See Zapier WhatsApp automation.

Required: a WhatsApp template for invoices

Submit a Utility-category template in your Zaptilo dashboard. Example body:

Hi {{1}},

Your invoice {{2}} for ₹{{3}} has been generated.
Due date: {{4}}.

Please find the invoice attached. Pay online or contact us for queries.

Thanks,
{{5}}

Meta typically approves Utility templates within an hour.

Frequently asked questions