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Can a send a new estimate in Quickbooks to Zoho CRM?  Wondering if it can be done as a pdf attachment to the accounts module in Zoho CRM. 

Alternatively, could I transfer a new estimate in Quickbooks to Zoho Quotes? 

Hi @leannemustang 

Help link about sending files in Zaps: https://help.zapier.com/hc/en-us/articles/8496288813453-Send-files-in-Zaps

 

NOTE: Using QBO and Zoho CRM in Zaps requires a Zapier paid plan.

 

Review the available Zap app triggers/actions:

 

 

Hi @leannemustang 👋

Did the guides Troy shared to here help to get you pointed in the right direction or are you still stuck at all?

Keen so ensure you’re all set so please keep us updated on how things are going. Happy to lend a hand if you need any further assistance on this! 🙂

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