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Jotform + Zoho Books

Create sales invoices in Zoho Books for new submissions in Jotform

Effortlessly streamline your invoicing process with this workflow between JotForm and Zoho Books. Whenever there's a new submission in JotForm, it initiates a sequence to create a sales invoice in Zoho Books. This not only reduces manual entry but also speeds up your sales cycle, giving you more time to focus on other aspects of your business.

Effortlessly streamline your invoicing process with this workflow between JotForm and Zoho Books. Whenever there's a new submission in JotForm, it initiates a sequence to create a sales invoice in Zoho Books. This not only reduces manual entry but also speeds up your sales cycle, giving you more time to focus on other aspects of your business.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    Zoho BooksZoho Books
    Create Sales Invoice

    Creates a new sales invoice.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • OrganizationRequired

    Trigger
    Instant
    Try It
jotform logo
jotform logo

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.
Learn moreHelp

Related categories

  • Forms & Surveys

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zoho-books logo
zoho-books logo

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.

Related categories