Create cash flow projections from new estimates issued in Zoho Invoice
Set up this Zap to automatically generate a cash flow projection whenever a new estimate is issued in Zoho Invoice, Generate your cash flow forecast based on your estimates, without the need for manual updates!
Set up this Zap to automatically generate a cash flow projection whenever a new estimate is issued in Zoho Invoice, Generate your cash flow forecast based on your estimates, without the need for manual updates!
- When this happens...New Estimate
Triggers when a New Estimate is Created.
- automatically do this!Create Projection
Creates a cash flow projection
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