Zoho CRM + Zoho Invoice
Create new Zoho Invoice invoices from new Zoho CRM module entries
Increase your productivity by connecting your Zoho CRM and Zoho Invoice apps. With this workflow, every time you have a new entry in your CRM module, it triggers the creation of a new invoice in Zoho Invoice. This automation not only saves you time but ensures a consistent and error-free invoicing process. This is the perfect solution for businesses seeking to streamline their invoicing and customer management processes.
Increase your productivity by connecting your Zoho CRM and Zoho Invoice apps. With this workflow, every time you have a new entry in your CRM module, it triggers the creation of a new invoice in Zoho Invoice. This automation not only saves you time but ensures a consistent and error-free invoicing process. This is the perfect solution for businesses seeking to streamline their invoicing and customer management processes.
- 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
