ServeManager + Zoho Books
Create Zoho Books sales invoices when new ServeManager invoices are issued
Effortlessly manage your finances by connecting ServeManager and Zoho Books with this powerful workflow. When a new invoice is issued in ServeManager, a corresponding sales invoice will be created in Zoho Books, keeping your records up-to-date and saving you time on manual data entry. Boost efficiency and maintain seamless financial documentation with this handy automation.
Effortlessly manage your finances by connecting ServeManager and Zoho Books with this powerful workflow. When a new invoice is issued in ServeManager, a corresponding sales invoice will be created in Zoho Books, keeping your records up-to-date and saving you time on manual data entry. Boost efficiency and maintain seamless financial documentation with this handy automation.
- When this happens...Invoice Issued
Triggers when an invoice is issued.
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
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Invoice Issued
Triggers when an invoice is issued.
Try ItNew Attempt
Triggers when a new attempt is logged.
Try ItNew Job
Triggers when new job is created.
Try ItNumber
Plaintiff
Defendant
Court Date
Filed Date
New Affidavit
Triggers when a new affidavit document is created.
Try ItNew Company
Triggers when a new company is created.
Try ItCompany NameRequired
Contact First NameRequired
Contact Last Name
Contact Phone
Contact Email
Contact Primary
Type of UploadRequired
Document TitleRequired
URL of the FileRequired
Filename (advanced)
JobRequired
