Introducing Workflow Automation in Zoho Invoice

Introducing Workflow Automation in Zoho Invoice

Hi folks,

Zoho Invoice is glad to announce yet another feather to its cap - Workflow Automation.

Yes, to those who wished for this feature, it is now available :) and to the rest, its a surprise treat that's going to make your work easier ;)

Have you ever felt bugging to monitor, if there are any Estimates created with enormous discount margin? Have you ever wanted to automate an email whenever such an estimate is created in your organization?
Or, has it ever been painful to update a custom field of an Estimate, whenever your customer accepts or declines it?
Did you ever wish you could receive a webhook to your custom application, whenever an estimate is accepted?

      Here's how Zoho Invoice eases your work. You can create a Workflow Rule in Zoho Invoice to shoot out a mail, say whenever an estimate is created with discount percent more than a value X; a workflow to update a custom field value when an Estimate status is changed; a workflow that triggers a webhook when an estimate is created, and so on..

The Automation wraps up Workflows and the Actions that can be triggered - viz., Alerts, Field Updates, Webhooks.
  • With Alerts, you can customise your own email content and give the email addresses to which the notification has to be mailed.
  • Field Updates offers you to update a field upon certain actions. Say, you would want to update a custom field whenever an Estimate is accepted.
  • Webhooks, as widely known for what it is, serves the same purpose here. You can provide the URL which the webhook has to hit.
Hurry up! Hit the Gear like settings icon in your Zoho Invoice organization and click on 'More Settings' option. Navigate to the ' Automation ' section on the left pane and you would be seeing four sections  namely Workflow Rules, Alerts, Field Updates  and  Webhooks . (Refer the attached GIF animations)

You can straight away go with creating the Workflow Rule, and associate the actions by creating them on the fly.

Refer this help link to know more about Workflow Automation.

Workflow Automation is now available only for the 'Estimates' section of Zoho Invoice. We welcome all your suggestions and feedback so that we shall enhance it upto your requirements and expectations going forward.

Regards,
Pavithira - Zoho Invoice


      • Sticky Posts

      • Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.

        Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,

      • How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice

        Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining their

      • Introducing: Digital signature for estimates and invoices

        Dear customers, We are pleased to announce that the much awaited Zoho Invoice - Zoho Sign integration is live! You can now sign your estimates and invoices before emailing it to your customers. Also, you can have them sign your estimates while accepting it. Here is our help document to help you get started: https://www.zoho.com/invoice/help/integrations/sign-integration.html Note: This feature is available across all editions of Zoho Invoice except the Indian edition. Out of all the feature requests

      • Webinar: Introduction to the Client Portal

        Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Invoice can offer some relief to weary business owners.