Automated Invoice Creation from Zoho CRM
How nice would it be if you could, at the press of a button, send clients an email w/a Zoho Books invoice? Replete with “Pay Now” buttons that link to PayPal/Stripe/other payment gateways?
How nice would it be if you could, at the press of a button, send clients an email w/a Zoho Books invoice? Replete with “Pay Now” buttons that link to PayPal/Stripe/other payment gateways?
If you’re an accountant/financial kind of person. And I suppose it can be fun even if you aren’t one, as long as you have the right tools to make it so. The Zoho Finance Plus suite is just the right tool, if I do say so myself. So let’s take a look-see at the wide range of things Zoho Finance can do for you and your business.
Whether you work primarily out of CRM or the Zoho Finance Suite, you can use Analytics to build commissions dashboards. This involves some fairly simple SQL code.
Learn to create a customized inventory report with Zoho Analytics. This tutorial contains a link to our GitHub page for SQL code that will help with your table creations.
If you are an inventory manager, this blog post could change your life. If you are not, it will at least teach you how to build some wicked inventory tracking for your business.
Create dashboards according to any business’ criteria that update regularly in Analytics and avoid the extra monthly or quarterly work of manually calculating commissions.
Click Here to Apply Description This is a remote position. We are looking for the best of the best. Do you have extensive working knowledge and practical delivery of functions as well as an understanding of the Zoho ONE product set? We want experts. We want the best. Or those that feel they will do…
Learn how to link Zoho Apps with Analytics using SQL. Instantly be taken straight to a specific record within another app from Analytics.
The API-pagination Deluge script enables you to handle pagination when calling an API. The Zoho CRM API is used here, but you can modify this to work with any API.
Integrate Shopify orders with Zoho CRM using Deluge scripting. Also, use Zapier for proper API integration between Shopify & Zoho CRM.