Trigger workflow in CRM when invoice paid
Hi there...Is it possible, through the integration with Zoho CRM to have this happen:
- An invoice is automatically created via stage mapping in CRM (already works)
- A customer pays invoice and invoice gets updated in Zoho Books automatically (already works)
- Zoho Books send out notification email (already works)
- Zoho Books initiates a trigger for a workflow in Zoho CRM to do "something" (this is my questions)
That "something" could be:
- create a task in the associated Potential that created the invoice to tell the salesperson to initiate the work that the customer just paid for
- or have a trigger that could be integrated into a blueprint to not allow a potential to move forward until payment is made
Thanks!