Zoho Finance and CRM Automations and Workflows

I am a Zoho Finance Authorized Partner (Accountant). I help many clients migrate to Zoho and now I need someone I can work with to help me with more specific and more involved areas of Zoho for a variety of my clients. I have a client now that needs help with their Zoho CRM setup (someone previously set up but needs fixed) and I need a few things in Zoho Books automated.