To automatically create invoices for Sales Orders and send email to contact person.
Navigate to Settings >> Automation >> Custom Functions >> + New Custom Function.
Name the Custom function and choose the module as Sales Order.
Copy and paste the script.
Click on the "Connections" button above the Deluge script section on the top right side.
It will open up Connections Section. Click on "+Add connection".
Scroll down Pick Your Service section and click on Zoho Inventory.
Provide the Connection Name as zom and Give Connection Link name as zom as well.
Also Uncheck the box "Use credentials of Login User".
Under Scopes select ZohoInventory.FullAccess.all
Click Create and Connect, it redirects to a pop up window. Click on Proceed.
Click Accept in the next window and Connection created successfully message will be shown.
Navigate to Settings >> Automation >> Workflow Rules >> + New Workflow Rule.
Name your workflow rule and choose the module as Sales Order.
Choose workflow type as Event based When a Sales Order is : Created or Edited and execute the workflow when : When any field is updated.
Filter the triggers - When - Status - is - Open
Just once or everytime? - Just Once.
Choose the appropriate custom function under immediate Actions and save the workflow.
Every time a Sales Order is changed to confirmed status, an invoice will get created automatically against that sales order and get sent to the customer.