Zoho Books Automation to Zoho Workdrive through Zoho Flow
I need an automation that triggers every time an estimate is created in zoho books. I need it to create a folder in Zoho Workdrive, with the estimate number and customer name, and then I need to fetch the items in the estimate, find the custom field attachment within every item in that estimate a upload them to the workdrive folder through an invokeURL command for the pdf file. In practical terms, when an estimate is created, we have to create a folder with the specification sheets for the customer to be sent to them. The specifications sheets are in a custom attachment field within every item we created. I want the function and steps to be written in zoho flow and have as much as possible be in the automation. Only have the custom function of the invokeurl be in the deluge.
Keyword: Software Development
CRM Software ERP Software Zoho CRM Zoho Books Zoho Analytics Zoho Creator Zoho Desk Zoho PageSense Zoho Projects Zoho Recruit Zoho Platform Zoho Sprints Zoho Survey Client Management Finance & Accounting
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