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Automation
How do I execute the workflow on a particular date?
Can I execute the workflow based on two or more conditions?
Can I send Email Alerts to many people simultaneously, even those who are not on my contact list?
I do not see the Quote/Invoice number in the email alerts that are sent to me. What do I do?
How do I create a trigger for an invoice where the criteria is “Status” and the corresponding value is “Paid”?
Is it possible to use Workflows to update a field in an invoice which was paid for using PayPal?
Will new workflows be applicable for existing transactions?
I have set up ‘n’ workflows for an email alert to be sent at varied time intervals. What should I do if I want all the workflows to stop if the status of a quote/invoice has been changed?
Is it possible to automatically update the amount to a potential in Zoho CRM, once the status of the invoice associated to it is changed to paid in Zoho Books?
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