Automate phases of a potential

Automate phases of a potential

Hello !! Happy New year !!

We're trying to connect Books to CRM using Flow, which is how we were told we had to.

We want the quota to be upgraded to "presumptuously sent" within the CRM, when creating a budget from Zoho finance, and the amount added to the "expected revenue" field.

We have tried in several ways, but it gives us error when doing the process, can anyone guide us?
Thank you

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