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HappyForms + Zoho Books + ServiceTrade Integrations

How to connect HappyForms + Zoho Books + ServiceTrade

Zapier lets you send info between HappyForms and Zoho Books and ServiceTrade automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with HappyForms + Zoho Books + ServiceTrade

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with HappyForms, Zoho Books, and ServiceTrade. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • 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

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How HappyForms + Zoho Books + ServiceTrade Integrations Work

  1. Step 1: Authenticate HappyForms, Zoho Books, and ServiceTrade.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About HappyForms

HappyForms helps you to grow customer interactions through better forms, sign-ups, surveys, polls and checkouts for WordPress.
Learn moreHelp

Related categories

  • Forms & Surveys

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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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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About ServiceTrade

ServiceTrade is a customer service and sales application for commercial service contractors. Convert more of your contract work into repair revenue. Educate customers about the work you did for them with media-rich online service reports. Manage your service operations and connect your customer service data with other business applications.

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