Create new Zoho Invoice invoices when PandaDoc documents are completed
When a document is finalized in PandaDoc, you might want to prepare the invoices right away. This workflow makes it easy for you by generating a new invoice in Zoho Invoice instantly. This ensures a streamlined billing process, all while saving you time and reducing chances of errors. Stay on top of your invoices as soon as your paperwork is completed.
When a document is finalized in PandaDoc, you might want to prepare the invoices right away. This workflow makes it easy for you by generating a new invoice in Zoho Invoice instantly. This ensures a streamlined billing process, all while saving you time and reducing chances of errors. Stay on top of your invoices as soon as your paperwork is completed.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Create New Invoice
Triggers when a new sales invoice is created.
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