Zoho invoice automation8/30/2023 ![]() Now, when the invoice total is greater than or equal to $2500, the workflow will be triggered and the custom function will be executed.Īdding a 5% latefee when an invoice becomes overdueĭennis runs a self-storage facility in Manhattan where customers can store anything in a box, small enough to safely store documents and, big enough to store an expensive car. She then creates a workflow rule with the following parameters. Result = ("invoices", orgID, invoiceID, jsonMap) set a condition: when invoice amount is >= 2500Īdjustment = invoice.get("adjustment").toDecimal() InvoiceID = invoice.get("invoice_id").toLong() OrgID = organization.get("organization_id").toString() Total = invoice.get("total").toDecimal() Script: //create a variable and get invoice total Now, let’s look at how the custom function would look for this scenario.ĭescription: Apply a 10% discount when the invoice total exceeds $2500 ![]() Sarah can set a condition where if the total of the invoice exceeds $2500, the function will be executed and a 10% discount will be applied. With the help of custom functions, she can write a small piece of code to execute this action. It would be a painful task to include discount everytime she creates an invoice. She decides to give a 10% discount for anybody who makes a purchase for $2500 or more. Sarah runs a supermarket and she wishes to provide discounts to celebrate her store’s 10th Anniversary. Time Based Action: Trigger Email Alert 7 days after Rule Trigger DateĪpplying a 10% discount if your invoice total exceeds $2500 Rule Criteria: When Total Amount>=$10,000 He can achieve that by setting up a webhook using the following parameters. ![]() He wants to be notified of any high value deposits or withdrawals towards invoices or expenses from that account via Email or SMS, on a weekly basis. Most of the company’s revenue is credited into the company’s official Stripe account. Immediate Action: SMS alert using a webhook with SMS gateway.įrank is the financial controller of a Stock Brokerage firm. Rule Criteria: When Contact Name is “XYZ” and Contact Type is “Customer”. The webhooks feature in automation can do that by setting the following parameters and connecting to a SMS gateway. Greg wants to make a good impression by promptly sending a ‘Thank You’ SMS as soon as he accepts the estimate. A first time customer had asked for a quotation for setting up security systems for his office in Boston. Greg is the Public Relations manager for a Home & Office Security company. Time Based Action: Update the field Customer Notes 10 days after Estimate Date. Rule Criteria: When Total=1000 and Discount > 500. He can automate this task by setting up the following parameters. ![]() However, he wishes to update the Customer Notes 10 days past the Estimate Date by offering him a few freebies as well. He has also offered his customer a discount of $500. Andrew sends him an invoice for $1500 for a period of 30 days i.e $50/day i.e $1500/month. One of his regular customers has rented a car for a month. Immediate Action: Update Sales person field to “XYZ”Īndy is the owner of Phoenix Rent-a-Car, a car rental company in Chicago. Rule Criteria: When Sales Person is “ABC” and Total Amount is greater than $10,000. A workflow automates the process of re-assigning the task to another person by setting up the following parameters to execute the directive. According to his newly issued directive, the sales person should be changed to “XYZ” as soon as the sales person “ABC” has landed the sale i.e when an invoice for a total amount greater than $10,000 has been created or edited. Time Based Action: Email alert to the packing section upon raising an invoice.Īndrew is the Head of Marketing of SolarSync, a solar panel manufacturing company. The Email Alerts feature allows him to accomplish this by creating a workflow rule with the following parameters. Joseph, the CTO of, an online bookstore wants to implement a system wherein an alert message should be triggered to the packing section, upon raising an invoice for an order placed by the customer. Immediate Action: Email alert to the VP of the Sales/ Finance team. Rule Criteria: Total amount due is greater than $10,000. In that case, a workflow can be designed to automatically trigger email alerts when the following conditions are met. This will help them offer their best services. The VP of sales wants to receive email alerts when an employee raises a estimate for an amount greater than $10,000 for one of their top customers. Following are some of the scenarios where workflows come into play.ĭillion Inc. Workflows can come in handy if you wish to get things done automatically in Zoho Invoice. Associating Projects to Recurring Invoice.Creating and Sending Recurring Invoices.
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