Zoho Books + Zoho Projects
Create sales invoices in Zoho Books for new tasks in Zoho Projects
Keep your financial records and projects aligned effortlessly. Once you activate this streamline workflow, any new task in Zoho Projects results in instant creation of a sales invoice in Zoho Books. Eliminate the need for tedious manual data entry as it ensures prompt updates of your financial dealings and maintains clear coordination between your project tasks and associated sales invoices. This automation strategy not only aids in time efficiency but provides a significant boost in maintaining organized and coherent records.
Keep your financial records and projects aligned effortlessly. Once you activate this streamline workflow, any new task in Zoho Projects results in instant creation of a sales invoice in Zoho Books. Eliminate the need for tedious manual data entry as it ensures prompt updates of your financial dealings and maintains clear coordination between your project tasks and associated sales invoices. This automation strategy not only aids in time efficiency but provides a significant boost in maintaining organized and coherent records.
- When this happens...New Task
Triggers when a task is created or completed.
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
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