Dispatch + Zoho Forms
Create or update Dispatch invoices or estimates from new Zoho Forms entries
Effortlessly manage your invoicing process with this Zoho Forms and Dispatch workflow. When a new form entry is submitted in Zoho Forms, this automation will create or update an invoice or estimate in Dispatch. Save time, reduce errors, and streamline your billing process by connecting your form submissions with your invoicing system.
Effortlessly manage your invoicing process with this Zoho Forms and Dispatch workflow. When a new form entry is submitted in Zoho Forms, this automation will create or update an invoice or estimate in Dispatch. Save time, reduce errors, and streamline your billing process by connecting your form submissions with your invoicing system.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!Create or Update Invoice or Estimate
Creates or Updates a New Invoice or Estimate. This action will also auto-create Product/Service catalog items on the fly if they do not exist already.
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FormRequired
Try ItNew Event
Triggers when an update is made to Dispatch.
Try ItAppointment
External Appointment ID
External ID Match Behavior
Job
Appointment Time
Duration
Status
Field Worker
Strategy
Product/Service
Title
Type
Description
Organization
Price
Taxable
External Item ID
Active
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
FieldsRequired
Record Type
Billing Document
Invoice/Estimate External ID
Job
Job External ID
Type
Status
Flat Rate
Percent
Product/Service
Product/Service External ID
Quantity
Amount
Taxable
Type
Description
Event
Title
Start Time
Duration
Field Worker
Description
Street 1
Street 2
City
State
Postal Code
Country
