The following are illustrated step-by-step guide to create a Credit Note Webhook in Zoho Books,
STEP 1:
Log in to Zoho Books
- Go to https://books.zoho.com
- Sign in using your Zoho credentials.
STEP 2:
Navigate to Automation Settings
- Click the gear icon in the top-right corner of the dashboard.
- Under the Automation section, click Web-hooks.
- Click + New Web-hook.
STEP 3:
Fill in the Web-hook Details
- Module: Select Credit Note from the dropdown menu.
- Name: Enter a name like
credit_note_fiscalization
. - URL to Notify: https://pluginsapi.fiscalharmony.co.zw/zoho/receive-credit-note
STEP 4:
Save the Web-hook
- Now go to Automation > Workflow Rules.
- Click + New Workflow Rule.
- Choose the same module: Credit Note.
- Configure:
Name: e.g. Credit Note Creation
Module e.g Credit Note is created or updated.
Condition: Define conditions (e.g., only if credit note total is over $100).
Click Save.
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