integrations

What is the use of workflow triggers?

Using workflow triggers, you can automate the following functions in Zoho Books

  • Create/Approve/Decline a quote for every potential created/won/lost in Zoho CRM respectively.
  • Create/Void an invoice when the Potential is won/lost respectively.
  • None.

Head over to our help doc on Entity Triggers to know how to set it up.

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account

Books

Online accounting software
for small businesses.