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Question

webhook to proceed when estimate is accepted ?

  • 13 February 2024
  • 1 reply
  • 6 views
S

Hello ! I was wondering how i could use a webhook so that when a estimate is approve from zoho books in my workflow I can proceed to then generate a invoice for the client and send it to him :) the create invoice part im fine with i just want to figure out a way to proceed in the workflow only when the invoice is accepted / refused

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @Samuel Gemme 

Help article from Zoho Books about configuring webhooks: https://www.zoho.com/us/books/help/settings/using-webhook.html

Zap trigger: Webhook - Catch Hook

This will generate a unique webhook URL for the Zap to then configure in Zoho Books.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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