Formidable Forms + Zoho Invoice

Create new Zoho Invoice estimates from new Formidable Forms entries

Save time and streamline your billing process by automatically creating new estimates in Zoho Invoice when a new entry is submitted in Formidable Forms. This workflow seamlessly connects your form submissions to your invoicing, ensuring accurate estimations and a faster response to clients without any manual effort. Improve your efficiency and enhance your customer experience with this simple automation.

When this happens...
New Entry
Triggers when a new form is submitted.
TriggerInstant
automatically do this!
Create New Estimate
Triggers when a New Estimate is Created.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It

- OrganizationRequired
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It

- Organization
- Credit Note Number
- Customer NameRequired
- Reason
- Credit Note DateRequired
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Terms
- Shipping Charge
- Invoice Type
Action
Write
- OrganizationRequired
- Estimate Number
- Customer NameRequired
- Estimate Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Estimate Notes
- Estimate Terms
- Shipping Charge
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Item NameRequired
- RateRequired
- Item Description
- SKU
- Unit
- Is Taxable
- Tax Exemption
Action
Write
- OrganizationRequired
- Customer NameRequired
- Invoice NumberRequired
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item NameRequired
- Line Item RateRequired
- Line Item QuantityRequired
- Line Item Description
- Line Item Discount
- Tax Rate
- HSN or SAC
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- ReasonRequired
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Email
Action
Search
- Organization NameRequired
Action
Search

- FormRequired
Trigger
Instant
Try It
- Organization
- ContactRequired
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Status
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It
- Organization
- ContactRequired
- Salutation
- First Name
- Last Name
- Email
- Phone
- Mobile
- Skype
- Designation
- Department
Action
Write
- OrganizationRequired
- Contact NameRequired
- Contact Type
- Company Name
- Website
- Payment Terms
- Notes
- Language
- Billing Address
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Billing Address Phone
- Shipping Address
- Shipping Address Street
- Shipping Address State
- Shipping Address City
- Shipping Address ZIP
- Shipping Country
- Shipping Address Fax
- Shipping Address Phone
- Salutation
- First Name
- Last Name
- EmailID
- Mobile
- Phone
- Primary Contact
- Currency
- GST Treatment
- GSTIN or UIN
- Place of Contact
- Tax Preference
- Vat Treatment
- TRN Number
- Tax Treatment
- Tax Exempt Code
Action
Write
- OrganizationRequired
- Customer Name
- Invoice Number
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item NameRequired
- Line Item RateRequired
- Line Item QuantityRequired
- Line Item Description
- Line Item Discount
- Tax Rate
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Payment Gateway
- Paypal Payment Method
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Retainer Invoice Number
- Customer NameRequired
- Retainer Invoice DateRequired
- DescriptionRequired
- RateRequired
- Retainer Invoice Notes
- Retainer Invoice Terms
- Send Retainer Invoice Only to Primary Contact
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Organization
- Invoice Number
Action
Search

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

Learn more Help

Related categories

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About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.

Learn more Help

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PRODUCTS

CAPABILITIES

By team

Formidable Forms + Zoho Invoice

Create new Zoho Invoice estimates from new Formidable Forms entries

Delete Entry

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Credit Note

OrganizationsRequired

Invoice Status Change

OrganizationsRequired

New Estimate

OrganizationsRequired

New Item

OrganizationRequired

New Retainer Invocie

Organization

Create Credit Note

Organization

Credit Note Number

Customer NameRequired

Reason

Credit Note DateRequired

NameRequired

RateRequired

QuantityRequired

Discount

Description

Discount Type

Discount

Exchange Rate

Notes

Terms

Shipping Charge

Invoice Type

Create New Estimate

OrganizationRequired

Estimate Number

Customer NameRequired

Estimate Date

Expiry Date

NameRequired

RateRequired

QuantityRequired

Discount

Description

Discount Type

Discount

Exchange Rate

Estimate Notes

Estimate Terms

Shipping Charge

Send Invoice Only to Primary Contact

Create New Item

Organization

Item NameRequired

RateRequired

Item Description

SKU

Unit

Is Taxable

Tax Exemption

Update Invoice

OrganizationRequired

Customer NameRequired

Invoice NumberRequired

Invoice Date

Due Date

Order Number

Payment Terms

Line Item NameRequired

Line Item RateRequired

Line Item QuantityRequired