Cognito Forms + Zoho Books
Create sales invoices in Zoho Books for new orders in Cognito Forms
Streamline your invoicing process with this Cognito Forms and Zoho Books integration. When a new order is submitted in Cognito Forms, this workflow creates a corresponding sales invoice in Zoho Books, reducing manual data entry and enhancing efficiency. Stay organized and effortlessly manage your orders between both platforms.
Streamline your invoicing process with this Cognito Forms and Zoho Books integration. When a new order is submitted in Cognito Forms, this workflow creates a corresponding sales invoice in Zoho Books, reducing manual data entry and enhancing efficiency. Stay organized and effortlessly manage your orders between both platforms.
- When this happens...New Order
Triggers when an order is created.
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
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About Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
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Forms & SurveysAbout Zoho Books
Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.