Zoho Invoice integration with Cash Flow Frog
How to Create cash flow projections from new estimates issued in Zoho Invoice
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create cash flow projections from new estimates issued in Zoho Invoice" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Cash Flow Frog integrations
Cash Flow Frog actions
Nekton can use any feature that is available in Cash Flow Frog API.
Using our advanced AI, you can easily create custom automations for Cash Flow Frog.
Here are some typical actions you can do in your automated workflows.
Create Projection
Creates a cash flow projection
About Cash Flow Frog
Cash Flow Frog is a simple yet powerful cash flow forecasting and scenario planning tool.