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Jotform + Zoho Invoice

Create new Zoho Invoice contacts from new Jotform submissions

Streamline your client management process with this Jotform and Zoho Invoice workflow. Each time a new submission is received in Jotform, corresponding client details are efficiently added to your Zoho Invoice, ensuring no customer information goes unnoticed. This process not only saves time but enhances the accuracy of your client records, optimizing the smooth operation of your business.

Streamline your client management process with this Jotform and Zoho Invoice workflow. Each time a new submission is received in Jotform, corresponding client details are efficiently added to your Zoho Invoice, ensuring no customer information goes unnoticed. This process not only saves time but enhances the accuracy of your client records, optimizing the smooth operation 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 InvoiceZoho Invoice
    Create New Contact

    Triggers when new contact 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
    • 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
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-invoice logo
zoho-invoice logo

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.

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