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Create integrations between Zoho Books and Way We Do
Add a New User to Way We Do when New Sales Invoice in Zoho Books
Complete a Checklist Step in Way We Do when New Sales Invoice in Zoho Books
Add a Checklist Comment to Way We Do when New Sales Invoice in Zoho Books
Start Checklist Instance in Way We Do when New Sales Invoice in Zoho Books
Find a Checklist by Title in Way-we-do when New Sales Invoice in Zoho Books
Find a Checklist Instance by ID in Way We Do when New Sales Invoice in Zoho Books
Find a Checklist Instance by Title in Way We Do when New Sales Invoice in Zoho Books
Find a Checklist Step by ID in Way-we-do when New Sales Invoice in Zoho Books
Find a Procedure by Title in Way-we-do when New Sales Invoice in Zoho Books
Find a Procedure or Checklist by ID in Way We Do when New Sales Invoice in Zoho Books
Actions and Triggers
When this happensTriggers
New Sales Invoice
Triggers when a new sales invoice is created.
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
Procedure Accepted
Triggers when a procedure has been accepted.
Supervisor SignOff Invite
Triggers when a supervisor is invited for signoff.
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.
List Invoice
List Invoice
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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 Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
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