Microsoft SharePoint + Zoho Books
Create new Zoho Books estimates from updated Microsoft SharePoint list items
Stay on top of your business finances effortlessly. Whenever there's an updated list item in your Microsoft SharePoint, it initiates a workflow to create an estimate in Zoho Books right away. This helps in efficient financial management by generating timely estimates based on recent changes in your SharePoint lists.
Stay on top of your business finances effortlessly. Whenever there's an updated list item in your Microsoft SharePoint, it initiates a workflow to create an estimate in Zoho Books right away. This helps in efficient financial management by generating timely estimates based on recent changes in your SharePoint lists.
- When this happens...Updated List Item
Triggers when an existing list item is updated.
- automatically do this!Create Estimate
Creates a new estimate.
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About Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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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.