1. Create a Work Order
   
2. Create an Invoice for the Work Order
   
3. Send the created Invoice to the customer

Step 1: Create a connection for Zoho FSM in Zoho Books

1. Log in to Zoho Books.
   
2. Navigate to Settings > Developer Space > Connections and click New Connection.
   
   
   
   
3. In the Create Connection page, select the Custom Services tab and click Create New Service.
   
   
   
   
4. In the Create Service page, enter the following details and click Create Service.
   
1. Service Name: Zoho FSM
   The Service Link Name will be automatically populated.
2. Authentication Type: OAuth2
   
3. Parameter Type: Header
   
4. Generated Client ID, Client Secret
   
5. Authorize URL: https://accounts.zoho.com/oauth/v2/auth?access_type=offline&prompt=consent
   
6. Access Token URL: https://accounts.zoho.com/oauth/v2/token
   
7. Refresh Token URL: https://accounts.zoho.com/oauth/v2/token
   
8. Scope: ZohoFSM.modules.all
   Provide a Scope Display Name.
   
   
   
   
5. Click Create Connection.
   
6. Do the following and click Create And Connect:
   Connection Name: Zoho FSM
   Select the Scope ZohoFSM.modules.all.
   
   

Additionally ensure that the status of the internal connection for Zoho Books Integration tasks is Connected. The green dot [] indicates that the connection is Connected.

Step 2: Create a custom function in Zoho Books

1. Create a Work Order in Zoho FSM for the customer for whom the Quote (Estimate) is created
   
2. Create an Invoice for the Work Order
   
3. Send the created Invoice to the customer
   

1. Navigate to Settings > Automation > Workflow Actions.
   
2. Select Custom Functions and click New Custom Function.
   
   
   
   
3. Enter the following details and click Save:
   Function Name: ActionsOnEstimateApproval
   Module: Quote (Estimate)
   In the Deluge Script Editor, enter this script.

Step 3: Create a workflow rule in Zoho Books 

1. Create a Work Order in Zoho FSM for the customer for whom the Quote (Estimate) is created
   
2. Create an Invoice for the Work Order
   
3. Send the created Invoice to the customer

1. Navigate to Settings > Automation > Workflow Rules and click New Workflow Rule.
   
   
   
   
2. In the New Workflow Rule screen, enter the following details and click Next:
   
1. Workflow Rule Name: ActionsOnEstimateApproval
   
2. Module: Quote
   
   
   
   
3. For Choose when to Trigger, enter the following details and click Next.
   
1. Workflow type: Event Based
   
2. When Quote is: Created or Edited
   
3. Execute the workflow when: When any field is updated
   
   
   
   
4. For Filter the triggers, enter the following condition:
   
1. When Quote Status is Accepted
   
2. Just Once or Everytime?: Just Once
   
   
   
   
5. In the Actions section, do the following:
   
1. Type: Custom Functions
   
2. Name: The function created in the previous step.
   
   
   
   
6. Click Save.

Testing the use case

Create and send Quote (Estimate) from Zoho Books

1. Navigate to Sales > Quotes and click New.
   
   
   
   
2. Enter the necessary details and click Save and Send.
   Ensure that the contact you choose is present in Zoho FSM. A Service Address, Billing Address, and Email should be present for the contact. Since a quote (estimate) in Zoho FSM should have atleast one service, ensure that you add to the quote (estimate) a service that is present in Zoho FSM. If there are no services in your quote (estimate), in Zoho FSM create a dummy service with Unit Price zero, and add it to the quote (estimate).
   
   
   
   
3. Click Send.
   
   
   

Approving the Quote (Estimate)

1. Click Quotes (Estimates) in the left menu and click on the quote (estimate) you want to approve.
   
2. Click Mark as Accepted.
   
   
   
   The status of the quote (estimate) changes to Accepted.