What is the use of workflow triggers?

Using workflow triggers, you can automate the following functions in Zoho Books

Create/Approve/Decline a quote for every potential created/won/lost in Zoho CRM respectively.
Create/Void Invoice when a Potential is won/lost respectively.
None.

Head over to our help doc on Entity Triggers to know how to set it up.

Was this document helpful?

Yes

No

Let us know where we can improve

By clicking Submit, you agree to our Privacy Policy .

Thank you for your feedback!

Want a feature?

Suggest

Mobile Apps

Available in all mobile platforms

India - 18005726671 (Toll Free)

Monday - Friday (9:00 AM to 7:00 PM)

Email

support.india@zohobooks.com

Join our discussions

Connect with the Zoho Books Forum

Books

Simplify accounting
and GST filing.