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Problem to create New Organization in Zoho Book

My workflow is like his.

When a new organization is created by Pipedrive , it will check Zoho Book weather the organization already exist. It not, it will create a new one for Zoho Book.

But I don't know which filter/field should I check, or my workflow is correct.Could you please help me to solve this problem?

I know that it is a simple workflow, but I am not a tech guy and still to familiar the system. Sorry about that.

Thank you.
 

Arshita

Moderator
Staff member
Hey @Foundstone

We apologize for the inconvenience, but at the moment, the feature to create an organization in Zoho Books and search for an existing organization is not available.

To create and search, we have the below action events in Zoho Books:
2023-06-03_11h39_13.png
2023-06-03_11h39_36.png
 

ArshilAhmad

Moderator
Staff member
Unfortunately, the 'Create or Search Organization' action event is not available for Zoho Books.
 
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