Zohoo Books Credit Note Workflow

Created by Tadiwanashe Muhwati, Modified on Wed, 20 Aug at 4:45 PM by Tadiwanashe Muhwati

A workflow refers to an automated set of actions that are triggered when certain conditions are met in a specific module like invoices, credit notes, expenses, etc. Workflows help automate business processes, reduce manual work, and ensure consistency in actions like approvals, notifications, and status changes.

Step 1

Go To Settings

Click the gear icon in the top-right corner of the screen.
This opens the Settings menu.

Step 2

Add Workflow Automation

Go to > Automation > Workflow Rules.
Click “+ New Workflow Rule”.
Choose Module: Credit Notes.

This helps automate reviews for high-value returns or suspicious patterns.

Step 3

Edit Workflow Details

Select Workflow Type as Event Based
Select Action Type as Created or Edited
Select Execute the workflow when as Any field is updated
Select Execute when the record is as Edited for the first time
Click Next

Step 4

Adding Immediate Action and Criterion

Click Edit on IMMEDIATE ACTIONS
Link the workflow the credit note webhook

NB: At this stage at least two criteria are expected, please note you can use any other criteria that are not credit note and ref#

Example

Credit Note <> is not empty <> placeholder

REF# <> is not empty <> placeholder

Click Save