integrations

What is the use of workflow triggers?

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

  • Create/Approve/Decline an Estimate 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.

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