Setmore Appointments + Zoho Books
Create sales invoices in Zoho Books for new appointments in Setmore Appointments
When a new appointment is scheduled in Setmore Appointments, this workflow instantly generates a sales invoice in Zoho Books. No more juggling between apps, save time and let this automation handle the tedious paperwork for you. This way, you can focus more on your clients and less on administrative tasks, keeping your business running smoothly and efficiently.
When a new appointment is scheduled in Setmore Appointments, this workflow instantly generates a sales invoice in Zoho Books. No more juggling between apps, save time and let this automation handle the tedious paperwork for you. This way, you can focus more on your clients and less on administrative tasks, keeping your business running smoothly and efficiently.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
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Appointment Deleted
Triggers when a appointment is deleted.
Try ItNew Appointment
Triggers when a new appointment is created.
Try ItAppointment Updated
Triggers when a appointment is updated.
Try ItFirst NameRequired
Last Name
Customer EmailRequired
Customer Mobile
Customer Country Code
Customer Address
Customer City
Customer State
Customer Zip
Start DateRequired
End Date
Notes