Enable Integrations or automations with these events of Zoho Books and Zoho CRM
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.
Update an existing lead by Email, Mobile and ID.
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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 MoreZoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
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