Create tasks in Ellie for each new customer payment in Zoho Invoice
Streamline your task management with this integration. When a customer payment is recorded in Zoho Invoice, a new task is immediately created in Ellie. This automatic workflow helps ensure no follow-up action slips through the cracks, making billing and task management more efficient.
Streamline your task management with this integration. When a customer payment is recorded in Zoho Invoice, a new task is immediately created in Ellie. This automatic workflow helps ensure no follow-up action slips through the cracks, making billing and task management more efficient.
- When this happens...Customer Payment
Triggers when Customer pays.
- automatically do this!Create Task
Creates a task in Ellie (either to a specific date or list)
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