Create sales invoices in Zoho Books when new module entries are made in Zoho CRM
Efficiently manage your finances with this smart workflow. Whenever there's a new module entry in Zoho CRM, it will prompt a creation of a sales invoice in Zoho Books. Simplify your accounting process, save time, and reduce manual data entry errors. Keep your sales and accounts connected and streamlined for optimum business operation.
Efficiently manage your finances with this smart workflow. Whenever there's a new module entry in Zoho CRM, it will prompt a creation of a sales invoice in Zoho Books. Simplify your accounting process, save time, and reduce manual data entry errors. Keep your sales and accounts connected and streamlined for optimum business operation.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
- Free forever for core features
- 14 day trial for premium features & apps
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