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?
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Hi
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:
- QBO: https://zapier.com/apps/quickbooks/integrations#triggers-and-actions
- Zoho CRM: https://zapier.com/apps/zoho-crm/integrations#triggers-and-actions
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