Zoho books logo FAQ
/
Back

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 Invoice when a 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!