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Google Forms + InvoiceTools

Google Forms + InvoiceTools integrations

Create InvoiceTools draft quotes from new Google Forms responses

When customers ask for work through a Google Form, turning each request into a quote is easy to forget. With this Zap running, service and price info from every new form response is used to generate a draft quote in InvoiceTools for that customer. The quote stays a draft until you review it and send it, so nothing reaches the customer without you.

When this happens...
New Form ResponseTriggers when a new form response is received.
TriggerInstant
automatically do this!
Create QuoteCreates a draft quote for a client from line items. It opens in InvoiceTools ready to review and send.
ActionWrite

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More things you can do with Google Forms and InvoiceTools

Discover other triggers and actions you can use with Google Forms and InvoiceTools

- Form
  Required
Trigger
Instant
Try It
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Days Before Due Date
  Required
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid in full.
Trigger
Instant
Try It
Invoice Reminder Sent
Triggers when InvoiceTools actually sends a payment reminder email for an invoice.
Trigger
Instant
Try It

Invoice Viewed
Triggers when a client opens an invoice.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created in InvoiceTools, as a draft or sent. It checks every few minutes.
Trigger
Polling
Try It

Payment Received
Triggers when a payment is recorded or a card payment succeeds.
Trigger
Instant
Try It
Quote Declined
Triggers when a client declines a quote.
Trigger
Instant
Try It
Quote Sent
Triggers when a quote is sent to a client.
Trigger
Instant
Try It
- Name
  Required
- Email
- Phone
- Address
- Notes
- External ID
Action
Write
- Client
- Client Name
- Client Email
- Description
  Required
- Quantity
- Unit Price
  Required
- Tax Percent
- Discount Percent
- Issue Date
- Valid Until
- Currency
- Notes
- Number
- External ID
Action
Write
- Invoice
  Required
- Send To
- Message
Action
Write
- Client
  Required
- Name
- Email
- Phone
- Address
- Notes
Action
Write
- Quote
  Required
- Description
  Required
- Quantity
- Unit Price
  Required
- Tax Percent
- Discount Percent
- Client
- Issue Date
- Valid Until
- Currency
- Notes
- Number
Action
Write
- Invoice Number
  Required
Action
Search
- Quote Number
  Required
Action
Search
- Number
  Required
- Client
- Client Name
- Client Email
- Description
  Required
- Quantity
- Unit Price
  Required
- Tax Percent
- Discount Percent
- Issue Date
- Due Date
- Payment Terms
- Currency
- Notes
- External ID
Action
Search or write

- Form
  Required
Trigger
Instant
Try It
Client Updated
Triggers when the name, email, phone, address or notes of a client really change.
Trigger
Instant
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Invoice Overdue
Triggers when an invoice passes its due date unpaid.
Trigger
Instant
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Invoice Partially Paid
Triggers when a partial payment is recorded.
Trigger
Instant
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Invoice Sent
Triggers when an invoice is sent to a client.
Trigger
Instant
Try It
New Client
Triggers when a new client is added to your InvoiceTools address book. It checks every few minutes.
Trigger
Polling
Try It
New Quote
Triggers when a new quote is created in InvoiceTools, as a draft or sent. It checks every few minutes.
Trigger
Polling
Try It
Quote Accepted
Triggers when a client accepts a quote.
Trigger
Instant
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Quote Expired
Triggers once when a quote that was sent and never accepted or declined passes its Valid Until date. Checked once a day.
Trigger
Instant
Try It
Quote Viewed
Triggers when a client opens a quote.
Trigger
Instant
Try It
- Client
- Client Name
- Client Email
- Description
  Required
- Quantity
- Unit Price
  Required
- Tax Percent
- Discount Percent
- Issue Date
- Due Date
- Payment Terms
- Currency
- Notes
- Number
- External ID
Action
Write
- Invoice
  Required
- Amount
  Required
- Date Received
- Payment Method
- Reference
- Note
- External ID
Action
Write
- Quote
  Required
- Send To
- Message
Action
Write
- Invoice
  Required
- Description
  Required
- Quantity
- Unit Price
  Required
- Tax Percent
- Discount Percent
- Client
- Issue Date
- Due Date
- Payment Terms
- Currency
- Notes
- Number
Action
Write
- Email
- Name
Action
Search
- Payment ID
- Reference
Action
Search
- Email
- Name
  Required
- Phone
- Address
- Notes
- External ID
Action
Search or write
- Number
  Required
- Client
- Client Name
- Client Email
- Description
  Required
- Quantity
- Unit Price
  Required
- Tax Percent
- Discount Percent
- Issue Date
- Valid Until
- Currency
- Notes
- External ID
Action
Search or write

About Google Forms

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

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Related categories

Forms & Surveys

Google

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About InvoiceTools

InvoiceTools is a free invoicing app for small businesses: invoices, quotes and receipts, with alerts when invoices are sent, viewed or paid.

HelpHelp

Related categories

Beta

Proposal & Invoice Management