Zoho CRM + Zoho Invoice
Create new Zoho Invoice for every new module entry in Zoho CRM
Easily manage your customer billing process with this efficient workflow between Zoho CRM and Zoho Invoice. Once a new module entry occurs in Zoho CRM, an invoice is instantly created in Zoho Invoice. This automation ensures prompt and accurate billings, streamlining your financial operations and enhancing customer satisfaction.
Easily manage your customer billing process with this efficient workflow between Zoho CRM and Zoho Invoice. Once a new module entry occurs in Zoho CRM, an invoice is instantly created in Zoho Invoice. This automation ensures prompt and accurate billings, streamlining your financial operations and enhancing customer satisfaction.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create New Invoice
Triggers when a new sales invoice is created.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
