Step 1: Access Zoho Books

Step 2: Create a custom function

1. Navigate to: Settings → Automation → Workflow Actions → Functions → New
   

1. Fill in the following details:  
   
1. Function Name: Enter a relevant name (e.g., NotifyPayment)  
   
2. Description: Briefly describe the function's purpose.  
   
3. Module: Select "Customer Payment"  
   

1. Click "Proceed." 
   
2. Paste the attached Deluge script in the function editor, then click "Save."  
   

Step 3: Configuring workflow rule  

1. Create a Workflow Rule by navigating to: Settings → Automation → Workflow Rules → New 
2. Fill in the required information:  
   
1. Workflow Name: e.g., CustomerPaymentAlert  
   
2. Description: e.g., Notify Zoho Cliq on customer payment  
   
3. Module: Select "Customer Payment"  
   

1. Set Workflow Trigger  
   
1. Choose "When to execute" as "On a record being created," then click "Next."  
   
2. Set Criteria
   
1. Select "No" for the condition (this will run for all records), then click "Done."  
   
3. Configure Action
   
1. Under Immediate Actions, select:  
   
1. Action Type: Custom Function  
   
2. Choose function: Search and select the function you created earlier.