LeadConnector + Zoho Books
Create sales invoices in Zoho Books when pipeline stages change in LeadConnector
When a stage is altered in your LeadConnector pipeline, this workflow promptly generates a corresponding sales invoice in Zoho Books. This streamlines your business operations by keeping sales and accounting departments updated, reducing manual data entry work, and ensuring your invoices reflect changes in your dynamic lead pipeline.
When a stage is altered in your LeadConnector pipeline, this workflow promptly generates a corresponding sales invoice in Zoho Books. This streamlines your business operations by keeping sales and accounting departments updated, reducing manual data entry work, and ensuring your invoices reflect changes in your dynamic lead pipeline.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
OrganizationRequired
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
OrganizationRequired
Try It
