Formstack + Zoho Books

Create estimates in Zoho Books for new Formstack submissions

Effortlessly streamline your estimation process with this seamless workflow between Formstack and Zoho Books. When a new submission is received in Formstack, an estimate is instantly created in Zoho Books, saving you time and ensuring accurate data transfer for your business. Stay organized and efficient with this powerful automation.

When this happens...
New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
TriggerInstant
automatically do this!
Create Estimate
Creates a new estimate.
ActionWrite

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Supported triggers and actions

What does this mean?

New Form
Triggers when a new Form is created.
Trigger
Scheduled
Try It
- FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It

- Organization NameRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Item NameRequired
- Description
- Rate
- Tax Percentage
Action
Write

- OrganizationRequired
- Invoice NumberRequired
Action
Search

- FormRequired
- Field identification
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationRequired
Trigger
Instant
Try It
- Status
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact NameRequired
- Company Name
- First Name
- Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- OrganizationRequired
- Customer NameRequired
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item NameRequired
- Description
- QuantityRequired
- RateRequired
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

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About 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.

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By team

Formstack + Zoho Books

Create estimates in Zoho Books for new Formstack submissions

New Form

Create Form Submission

User Agent

Remote Address

Mark Submission as "read"?

New Customer

OrganizationRequired

New Expense

OrganizationRequired

New Item

OrganizationRequired

Create Estimate

Organization NameRequired

Customer NameRequired

Estimate Number

Date

Expiry Date

NameRequired

RateRequired

QuantityRequired

Discount

Description

Exchange Rate

Estimate Notes

Send

Estimate Terms

Shipping Charge

Create Item

OrganizationRequired

Item NameRequired

Description

Rate

Tax Percentage

Find Invoice

OrganizationRequired

Invoice NumberRequired

New Form Submission

FormRequired

Field identification

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Estimate

OrganizationRequired

New Sales Invoice

Status

OrganizationRequired

Create Customer

OrganizationRequired

PAN Number

GSTIN or UIN

GST Treatment

Place of Contact

Contact NameRequired

Company Name

First Name

Last Name

Email

Website

Phone

Mobile

Billing Address Address

Billing Address City

Billing Address Zip

Billing Address State

Billing Address Country

Billing Address Fax

Shipping Address Address

Shipping Address City

Shipping Address State