Move Quotations, Orders, etc, add tags, export to another system
4 articles
Automations ExplainedHow to set them up and debug them
Create an automation to create a Job / Sales Order automatically when a quotation is accepted (Basic)Follow these steps to create a job or sales order automatically when the status of a quotation is changed to accepted
Create an Automation to Export Invoices to XeroInvoices can be automatically exported to Xero by Zigaflow
Create an Automation to Export Invoices to QuickBooksInvoices can be automatically exported to QuickBooks by Zigaflow