Whenever a new bill is created in Zoho Books, automatically send the template from Interakt.

Zoho Books

Choose the Trigger App – Zoho Books. This is the starting point of automation. According to our use-case scenario, we must select ‘ New Bill‘ as the trigger event. Connect to your Zoho Books account to capture the new bill that is created.

trigger-step

Interakt

Choose the Target App – Interakt. This is the destination point of automation. According to our use-case scenario, we must select ‘ Send Template ‘ as the target event. Connect to your Interakt account where you want to send a template for the trigger in Zoho Books.

action-step