Use case: Whenever a Sales Order is created in Zoho Books, create a Work Order for it in Zoho FSM. Follow the steps below to implement this use case: Step 1: Create a connection for Zoho FSM in Zoho Books Step 2: Create a custom function in Zoho ...
Use case: Whenever an Invoice is created in Zoho Books, create a Work Order for it in Zoho FSM. Follow the steps below to implement this use case: Step 1: Create a connection for Zoho FSM in Zoho Books Step 2: Create a custom function in Zoho Books ...
Use case: When a Quote (Estimate) is approved in Zoho Books, perform the following in Zoho FSM: Create a Work Order Create an Invoice for the Work Order Send the created Invoice to the customer Follow the steps below to implement this use case: Step ...