Asana + Zoho Books

Create sales invoices in Zoho Books when tasks move to a new section in Asana

With this workflow, whenever a task is moved to a different section within Asana, it prompts Zoho Books to create a new sales invoice. This automation integrates your project management and accounting processes seamlessly, saving time and minimizing potential errors from manual data entry. It's a valuable tool for businesses looking to streamline operations and ensure every task progression leads to immediate invoicing in Zoho Books.

With this workflow, whenever a task is moved to a different section within Asana, it prompts Zoho Books to create a new sales invoice. This automation integrates your project management and accounting processes seamlessly, saving time and minimizing potential errors from manual data entry. It's a valuable tool for businesses looking to streamline operations and ensure every task progression leads to immediate invoicing in Zoho Books.

  1. When this happens...
    AsanaAsana
    Task Moved to Section

    Triggers when a Task is moved to a section.

    TriggerInstant
  2. automatically do this!
    Zoho BooksZoho Books
    Create Sales Invoice

    Creates a new sales invoice.

    ActionWrite
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Supported triggers and actions

    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
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    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
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asana logo

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
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Related categories

  • Project Management

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zoho-books logo

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories

  • Accounting
  • Zoho