monday.com + Zoho Books
Generate Zoho Books sales invoices when specific column values in monday.com boards change
Streamline your billing process with this workflow. When there's a change in a specific column value in the monday.com app, it prompts an immediate creation of a Sales Invoice in Zoho Books. By bridging these two platforms, this automation saves you time and ensures accuracy by reducing manual data entry tasks.
Streamline your billing process with this workflow. When there's a change in a specific column value in the monday.com app, it prompts an immediate creation of a Sales Invoice in Zoho Books. By bridging these two platforms, this automation saves you time and ensures accuracy by reducing manual data entry tasks.
- When this happens...Specific Column Value Changed in Board
Triggers when a specific column's value changes in the selected board
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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CRM (Customer Relationship Management)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.