The workflow triggers automatically every three minutes, polling Dynamics 365 Business Central for newly created sales invoices. Each detected invoice—including customer details, line items, billing, and shipping addresses—is forwarded for processing.

The customer name from the invoice is used to look up the matching account in Zoho CRM. Simultaneously, each invoice line item's SKU is used to retrieve the corresponding product record. A merge step then combines the account data with the original invoice details into a single enriched dataset.

The enriched invoice data is checked against existing Zoho CRM invoice records by searching for a matching Dynamics invoice number. A decision node evaluates whether the invoice already exists—only invoices that are not yet present proceed to creation.

For new invoices that pass the duplicate check, a full invoice record is created in Zoho CRM. This includes the subject line referencing the Dynamics invoice number, the linked account and sales order, complete billing and shipping addresses, and all invoiced line items with quantities, unit prices, and product references.

After the invoice is successfully created, the associated sales order in Zoho CRM is automatically updated with a status of 'Delivered'. This keeps the sales pipeline accurate and lets the sales team know that the order has been invoiced and fulfilled.