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Enable Integrations or automations with these events of Zoho Books and processplan
Triggers when a new sales invoice is created.
Triggers when a sales invoice is updated.
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.
Get a list of all invoices.
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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.
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn MoreProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
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