Welcome to Zoho Custom Function Documentation

Zoho Books is online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments. Visit <https://www.zoho.com/books/>`_

We use custom functions help in automation where procedural logic is required, which cannot be implemented with the default actions such as, Alerts/Tasks/WebHooks, etc. With custom functions you can automatically update the data in the related Books modules or third-party applications by executing simple program scripts.

Check out the Functions section for further information, including how to Workflow Rule: Convert Estimate To SO the project.

Note

This project is under active development.

Contents

• Zoho Books
  • Estimate
    • Workflow Rule: Convert Estimate To SO
  • Sales Order
    • Workflow Rule: Update SO Data on Zoho Project
    • Workflow Rule : Update Production Items by SO
• Zoho CRM