Create integrations between Zoho Books and MyDocSafe
Create Invoice in Zoho-books when Document is Signed in Mydocsafe
Create Customer in Zoho-books when Document is Signed in Mydocsafe
Find Invoice in Zoho Books when Document is Signed in Mydocsafe
Create Item in Zoho-books when Document is Signed in Mydocsafe
Create Estimate in Zoho Books when Document is Signed in Mydocsafe
Create Invoice in Zoho-books when Form is submitted in Mydocsafe
Create Customer in Zoho-books when Form is submitted in Mydocsafe
Find Invoice in Zoho Books when Form is submitted in Mydocsafe
Create Item in Zoho-books when Form is submitted in Mydocsafe
Create Estimate in Zoho Books when Form is submitted in Mydocsafe
Actions and Triggers
When this happensTriggers
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Create Invoice
Creates a new invoice for a selected customer.
Create Customer
Creates a new customer.
Find Invoice
Finds an existing Invoice.
Create Item
Creates a new item.
Create Estimate
Generates a new estimate for a customer or lead.
Create a Folder
Create Folder in a specific parent folder
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Frequently Asked Questions
About Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn MoreAbout MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn More
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