1.Detect new sent invoice
Integrate Zoho Books and accounting tools to watch for invoices in sent status and trigger record creation for forecasting.
Create cash flow records from sent invoices for forecasting
Automatically monitor new sent invoices across Zoho Books and Tidely. Create and update invoice records in Tidely when sent invoices appear or invoice totals change or invoice references arriveβso you can import receivables, refresh forecasting records, and keep open status without manual data entry.
How this automation updates your forecast records
When sent invoices remain unimported, receivables lag and forecasting becomes unreliable. This automation monitors Zoho Books for new sent invoices, transforms invoice fields, and imports them into Tidelyβso your team can forecast with current open invoices.
Zoho Booksor swap with your favorite app
2.Format invoice dates and totals
Integrate Formatter by Zapier and data transformation tools to standardize invoice dates and normalize numeric totals for import.
Formatter by Zapieror swap with your favorite app
3.Import invoice as open
Integrate Tidely and forecasting tools to create invoice records, set open status, and map invoice and customer references for visibility.
Tidelyor swap with your favorite app
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