Zoho Bookings + Zoho Books
Create estimates in Zoho Books for new appointments booked in Zoho Bookings
Easily create estimates in Zoho Books when new appointments are booked in Zoho Bookings using this seamless workflow. It saves you time and ensures every client appointment is swiftly followed by a professional estimate, streamlining your invoicing process and improving client communication.
Easily create estimates in Zoho Books when new appointments are booked in Zoho Bookings using this seamless workflow. It saves you time and ensures every client appointment is swiftly followed by a professional estimate, streamlining your invoicing process and improving client communication.
- When this happens...Appointment Booked
Triggers when a new appointment is booked.
- automatically do this!Create Estimate
Creates a new estimate.
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About Zoho Bookings
Zoho Bookings is an appointment scheduler that lets you find the perfect time with your customers. Book quality meetings and increase sales.
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About Zoho Books
Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.