Create integrations between Zoho Books and Way We Do
Create Invoice in Zoho-books when New Comment in Way We Do
Create Customer in Zoho-books when New Comment in Way We Do
Find Invoice in Zoho Books when New Comment in Way We Do
Create Item in Zoho-books when New Comment in Way We Do
Create Estimate in Zoho Books when New Comment in Way We Do
Create Invoice in Zoho-books when Checklist Started in Way-we-do
Create Customer in Zoho-books when Checklist Started in Way-we-do
Find Invoice in Zoho Books when Checklist Started in Way-we-do
Create Item in Zoho-books when Checklist Started in Way-we-do
Create Estimate in Zoho Books when Checklist Started in Way-we-do
Actions and Triggers
When this happensTriggers
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.
Checklist Finished
Triggers when a checklist instance is finished.
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.
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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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