Create Zoho Invoices from updated person stages in Follow Up Boss
Effortlessly manage your invoicing process with this streamlined workflow. When there's an update to a person's stage in Follow Up Boss, an invoice is instantly created in Zoho Invoice. This lends you a seamless and efficient method of tracking changes and ensuring all relevant invoices are promptly generated. Perfect for saving time, reducing errors, and making your invoicing process more precise.
Effortlessly manage your invoicing process with this streamlined workflow. When there's an update to a person's stage in Follow Up Boss, an invoice is instantly created in Zoho Invoice. This lends you a seamless and efficient method of tracking changes and ensuring all relevant invoices are promptly generated. Perfect for saving time, reducing errors, and making your invoicing process more precise.
- When this happens...Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
- automatically do this!Create New Invoice
Triggers when a new sales invoice is created.
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