We need a way of sending ourselves a purchase order automatically whenever a "Deal" reaches a stage other than "None". It's basically a reminder to pay our Sales Person who generated the Deal for the lead, and a way to track who has been paid what so it could be an invoice, purchase order, or anything of that nature.  The RECIPIENT will ALWAYS be the same no matter which Deal / Account we're working with.

We have Zoho Books too. We've already linked it with ZohoCRM but now what?

What is the best practice to accomplish this? I will be happy to elaborate anything you need.