Hi, I would like to know if there is a way I can add a button in my tasks to create an invoice using the details in that task to create the invoice?
At the moment people can book a service on my website (using zoho booking) and then using flow those details are sent to Zoho CRM to create/update contact and then create a task in Zoho CRM.
What I really need now is once the customers task is in progress, an invoice to be created for the customer using the task details (service that was booked on my website).
Is this possible? I’m just trying to automate as much of my business as I can.
thanks