Phuong Nguyen
Hello Sheila. Thanks for reaching out. Do you mind sharing with us the integration you would like to see in ZOHO Books? Thanks!
What I would like to do is take information from ZOHO CRM Cases and send the information over to ZOHO BOOKS to create an invoice./draft invoice
Phuong Nguyen
Thanks Sheila. If I understand you correctly, you will need these:
Triggers:
- New case in Zoho CRM (already available)
- Updated case in Zoho CRM (already available)
Actions:
- Create invoice in Zoho Books
Am I missing anything out?
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Sheila Wilson
Add ZOHO BOOKS
Would like to see ZOHO Books addded