Jotform + Zoho Books

Jotform + Zoho Books integrations

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.

When this happens...
New SubmissionTriggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Jotform and Zoho Books

Discover other triggers and actions you can use with Jotform and Zoho Books

- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It

- Organization
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write

- Organization
  Required
- Item Name
  Required
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- Organization
  Required
- Invoice Number
  Required
Action
Search

- Document
  Required
Trigger
Polling
Try It
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
Trigger
Instant
Try It
- Status
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- 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
- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item Name
  Required
- Description
- Quantity
  Required
- Rate
  Required
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

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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.

HelpHelp

Related categories

Accounting

Zoho

Related Zap Templates

Create Zoho Books customers from new Jotform submissions

Create estimates in Zoho Books from new Jotform submissions