Generate invoices in Zoho Books from Zoho Creator

Zoho Creator lets you integrate services seamlessly for data interaction.  Learn how to create an invoice in Zoho Books when a record is added to a form in Zoho Creator.

Usecase: Generate an invoice in Zoho Books after placing an order from a Creator form.

  • 00:00 - 00:25 - Introduction
  • 00:25 - 00:50 - Steps to create an invoice
  • 00:50 - 02:44 - Creating a connection between Zoho Creator and Zoho Books
  • 02:44 - 03:14 - Identifying the field connections & API names
  • 03:14 - 08:05 - Defining scripts for data validation
  • 08:05 - 11:59 - Configuring workflows to push data to Zoho Books for invoice generation
  • 11:59 - 12:29 - Live demo
  • 12:29 - 12:46 - End note

related help guide

#scenariobased#fetch#update#betweenapps#fetchandupdate