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.
Head over to our help doc on Entity Triggers to know how to set it up.
Was this document helpful?
Let us know where we can improve
Thank you for your feedback!