CoachAccountable + Zoho Books
Create new Zoho Books sales invoices from new CoachAccountable invoices
Manage your finance tasks efficiently with this workflow. When you create a new invoice in CoachAccountable, it promptly generates a corresponding sales invoice in Zoho Books. This smart process eliminates the need for duplicative tasks and keeps your financial records streamlined and accurate.
Manage your finance tasks efficiently with this workflow. When you create a new invoice in CoachAccountable, it promptly generates a corresponding sales invoice in Zoho Books. This smart process eliminates the need for duplicative tasks and keeps your financial records streamlined and accurate.
- When this happens...New Invoice
Triggers when a new client invoice is created.
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
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About CoachAccountable
CoachAccountable is a platform to support and structure coaching relationships between coaches and their clients.
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About Zoho Books
Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.