automation

Is it possible to setup custom functions in Zoho Books for the data synced from Zoho CRM?

In order to affect the native data synced from Zoho CRM, custom functions should be set up at Zoho CRM’s end. The Custom functions will be executed only for the transactions created under the Zoho Finance module in Zoho CRM. Any custom function configured for the Customers, Vendors, or the Items module in Zoho Books will not be executed for customers, vendors, and items created in Zoho CRM and synced to Zoho Books.


Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial

Books

Online accounting software
for small businesses.