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Enable Integrations or automations with these events of adviserlogic and Zoho Books
Triggers when a new sales invoice is created.
Creates a new invoice for a selected customer.
Creates a new customer.
Finds an existing Invoice.
Creates a new item.
Generates a new estimate for a customer or lead.
List Invoice
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.
Learn MoreZoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
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