Zoho Books Credit Note Web-hook

Created by Tadiwanashe Muhwati, Modified on Thu, 18 Sep at 3:16 PM by Tadiwanashe Muhwati

The following are illustrated step-by-step guide to create a Credit Note Webhook in Zoho Books, 


STEP 1: 

Log in to Zoho Books


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


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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