Zoho CRM Finance integration - How to create Books Invoice linked to deal via API?
Currently, I have a client where I have set up the Zoho CRM Finance integration for their Zoho CRM.
But I am looking into a way to create Zoho Book invoices that have the direct link to a Zoho CRM Deal, but through the Zoho CRM API or Zoho Books API?
Example, below is if I wanted to manually create an invoice with the Zoho CRM Finance integration, where you can link a deal via the "Deal Name" field.
But I am looking into a way to create Zoho Book invoices that have the direct link to a Zoho CRM Deal, but through the Zoho CRM API or Zoho Books API?
Example, below is if I wanted to manually create an invoice with the Zoho CRM Finance integration, where you can link a deal via the "Deal Name" field.