Zoho Books + Zoho Projects
Create projects in Zoho Projects for new estimates in Zoho Books
Automate your project creation with this streamlined workflow between Zoho Books and Zoho Projects. Whenever there's a new estimate in Zoho Books, a corresponding project is instantly set up in Zoho Projects. This not only saves you time but also simplifies your project management process, ensuring all estimates are swiftly converted into actionable tasks.
Automate your project creation with this streamlined workflow between Zoho Books and Zoho Projects. Whenever there's a new estimate in Zoho Books, a corresponding project is instantly set up in Zoho Projects. This not only saves you time but also simplifies your project management process, ensuring all estimates are swiftly converted into actionable tasks.
- When this happens...New Estimate
Triggers when a new estimate is created.
- automatically do this!Create Project
Creates a new Project.
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OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganization NameRequired
Customer NameRequired
Estimate Number
Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Exchange Rate
Estimate Notes
Send
Estimate Terms
Shipping Charge
OrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
PAN Number
GSTIN or UIN
GST Treatment
Place of Contact
Contact NameRequired
Company Name
First Name
Last Name
Email
Website
Phone
Mobile
Billing Address Address
Billing Address City
Billing Address Zip
Billing Address State
Billing Address Country
Billing Address Fax
Shipping Address Address
Shipping Address City
Shipping Address State
Shipping Address Country
Shipping Address Fax
Shipping Address Zip
Payment Terms
Notes
Vat Treatment
Tax Treatment
TRN Number
Place of Supply
OrganizationRequired
Customer NameRequired
Invoice Number
Invoice Date
Due Date
Payment Terms
Discount
Exchange Rate
Item NameRequired
Description
QuantityRequired
RateRequired
Discount ($)
Payment Options
Shipping Charge
Adjustment
Allow Partial Payment
Notes
Send
VAT Treatment
Tax Treatment
Reference Number
