Workflow Automation

Workflow Automation

I am a long time Zoho Invoice user for my billboard company.  

I am interested in creating a Workflow Automation rule to send me (and other users) an email alert when a land lease payment is due.  I have my land leases set up as "recurring expenses" in Zoho Invoice, so that they automatically input (once yearly per land owner).  

I am having trouble finding a "Workflow Rule Trigger".  I feel like I need an option for "expense date" but the only choices I have are: When an Recurring Expense is: created, edited, created or edited, deleted.  I don't think any of these will trigger when the each/next recurring expense rolls around.  

Please help!


    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方