Jotform + Zoho Books
Create Zoho Books customers from new Jotform submissions
Streamline your customer onboarding process by linking Jotform and Zoho Books. This workflow activates whenever there's a new submission in Jotform, immediately creating a new customer in Zoho Books. Save time and reduce errors, as all the details are captured accurately and placed right where you need them in your accounting platform. Make your customer management more efficient with this seamless automation.
Streamline your customer onboarding process by linking Jotform and Zoho Books. This workflow activates whenever there's a new submission in Jotform, immediately creating a new customer in Zoho Books. Save time and reduce errors, as all the details are captured accurately and placed right where you need them in your accounting platform. Make your customer management more efficient with this seamless automation.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Customer
Creates a new customer.
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