How Can You Automate Workflows in Zoho Books for Common Finance Tasks?
Zoho Books offers workflow automation to perform actions like sending reminders, updating fields, or triggering approvals.
Create a Workflow:
Go to Settings → Automation → Workflows → + New Workflow.
Set Conditions and Triggers:
Example: When Invoice is Overdue → Send Reminder Email.
Add Actions:
Notify user, update field, send webhook, or trigger a custom function.
Test and Activate:
Preview the rule on sample records before activating.
Why This Workflow Matters:
Automation reduces manual work, improves compliance, and ensures consistency in financial operations.
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