Jotform + Zoho Invoice

Create new invoices in Zoho Invoice for new Jotform submissions

Effortlessly manage your invoicing process with this Jotform to Zoho Invoice automation. Whenever you receive a new submission in Jotform, it will trigger the creation of a new invoice in Zoho Invoice. Save time and streamline your workflow, allowing you to focus on more important tasks instead of manually creating invoices for every submission.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create New Invoice
Triggers when a new sales invoice is created.
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
- Organization
- ContactRequired
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Instant
Try It

- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Status
Trigger
Instant
Try It

- OrganizationsRequired
Trigger
Instant
Try It
- Organization
- ContactRequired
- Salutation
- First Name
- Last Name
- Email
- Phone
- Mobile
- Skype
- Designation
- Department
Action
Write
- OrganizationRequired
- Contact NameRequired
- Contact Type
- Company Name
- Website
- Payment Terms
- Notes
- Language
- Billing Address
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Billing Address Phone
- Shipping Address
- Shipping Address Street
- Shipping Address State
- Shipping Address City
- Shipping Address ZIP
- Shipping Country
- Shipping Address Fax
- Shipping Address Phone
- Salutation
- First Name
- Last Name
- EmailID
- Mobile
- Phone
- Primary Contact
- Currency
- GST Treatment
- GSTIN or UIN
- Place of Contact
- Tax Preference
- Vat Treatment
- TRN Number
- Tax Treatment
- Tax Exempt Code
Action
Write
- OrganizationRequired
- Customer Name
- Invoice Number
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item NameRequired
- Line Item RateRequired
- Line Item QuantityRequired
- Line Item Description
- Line Item Discount
- Tax Rate
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Payment Gateway
- Paypal Payment Method
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Retainer Invoice Number
- Customer NameRequired
- Retainer Invoice DateRequired
- DescriptionRequired
- RateRequired
- Retainer Invoice Notes
- Retainer Invoice Terms
- Send Retainer Invoice Only to Primary Contact
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Organization
- Invoice Number
Action
Search

- 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
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Organization
- Credit Note Number
- Customer NameRequired
- Reason
- Credit Note DateRequired
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Terms
- Shipping Charge
- Invoice Type
Action
Write
- OrganizationRequired
- Estimate Number
- Customer NameRequired
- Estimate Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Estimate Notes
- Estimate Terms
- Shipping Charge
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Item NameRequired
- RateRequired
- Item Description
- SKU
- Unit
- Is Taxable
- Tax Exemption
Action
Write
- OrganizationRequired
- Customer NameRequired
- Invoice NumberRequired
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item NameRequired
- Line Item RateRequired
- Line Item QuantityRequired
- Line Item Description
- Line Item Discount
- Tax Rate
- HSN or SAC
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- ReasonRequired
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Email
Action
Search
- Organization NameRequired
Action
Search

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 more Help

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About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.

Learn more Help

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PRODUCTS

CAPABILITIES

By team

Jotform + Zoho Invoice

Create new invoices in Zoho Invoice for new Jotform submissions

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

New Contact Person

Organization

ContactRequired

Customer Payment

OrganizationRequired

New Contact

OrganizationRequired

New Invoice

OrganizationRequired

Status

New Project

OrganizationsRequired

Create Contact Person

Organization

ContactRequired

Salutation

First Name

Last Name

Email

Phone

Mobile

Skype

Designation

Department

Create New Contact

OrganizationRequired

Contact NameRequired

Contact Type

Company Name

Website

Payment Terms

Notes

Language

Billing Address

Billing Address Street

Billing Address City

Billing Address State

Billing Address ZIP

Billing Address Country

Billing Address Fax

Billing Address Phone

Shipping Address

Shipping Address Street

Shipping Address State

Shipping Address City

Shipping Address ZIP

Shipping Country

Shipping Address Fax

Shipping Address Phone

Salutation

First Name

Last Name

EmailID

Mobile

Phone

Primary Contact

Currency

GST Treatment

GSTIN or UIN

Place of Contact

Tax Preference

Vat Treatment

TRN Number

Tax Treatment

Tax Exempt Code

Create New Invoice

OrganizationRequired