Pennylane + Zoho Forms

Create estimates in Pennylane from new form entries in Zoho Forms

Effortlessly create estimates in Pennylane whenever a new form entry is submitted in Zoho Forms with this seamless workflow. As soon as someone fills out your Zoho Forms, an estimate will be generated in Pennylane, saving you time and ensuring prompt responses to prospective clients. Simplify your quoting process and stay on top of your business with this efficient automation.

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ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- Cursor
- Limit
- Sort
- Customer ID
- Invoice Number
- Draft Status
- Credit Note
- External Reference
Trigger
Polling
Try It
- Cursor
- Limit
- Sort
- Customer ID
- Invoice Number
- Draft Status
- Credit Note
- External Reference
Trigger
Polling
Try It
- Cursor
- Limit
- Sort
- Customer ID
Trigger
Polling
Try It
- Company nameRequired
- VAT number
- Registration number
- Customer phone
- Billing addressRequired
- Billing postal codeRequired
- Billing cityRequired
- Billing country codeRequired
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write

- Invoice dateRequired
- Invoice deadlineRequired
- Customer IDRequired
- Draft invoiceRequired
- Invoice template ID
- Additional free field
- Invoice title
- Invoice description
- Invoice currency
- Special mentions
- Invoice language
- External reference
- Discount type
- Discount value
- Banking provider
- Provider field name
- Provider field value
- Section title
- Section description
- Section rank
- Line labelRequired
- QuantityRequired
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)Required
- UnitRequired
- VAT rateRequired
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Write
- Customer IDRequired
- Customer first name
- Customer last name
- Customer phone
- Billing address
- Billing postal code
- Billing city
- Billing country code
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write

- Quote dateRequired
- Quote deadlineRequired
- Customer IDRequired
- Quote template ID
- Additional free field
- Quote subject
- Quote description
- Quote currency
- Special mentions
- Quote language
- External reference
- Discount type
- Discount value
- Section title
- Section description
- Section rank
- Line labelRequired
- QuantityRequired
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)Required
- UnitRequired
- VAT rateRequired
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Write
- Subscription IDRequired
- Stop subscription
- Mode type
- Email recipients
- Payment conditions
- Payment method
- Recurring rule Type
- Recurring rule Interval
- Recurring rule Count
- Day of month (for monthly recurrence)
- Day of week (for weekly recurrence)
- Customer ID
- Currency
- Customer Invoice Template ID
- PDF Invoice Free Text
- PDF Invoice Subject
- PDF Description
- Special Mention
- Language
- Discount
- Invoice Line Sections
- New Line: Label
- New Line: Quantity
- New Line: Unit Price
- New Line: Unit
- New Line: VAT Rate
- New Line: Description
- New Line: Product ID
- New Line: Ledger Account ID
- New Line: Section Rank
- New Line: Discount
- Update Line: ID
- Update Line: Label
- Update Line: Quantity
- Update Line: Unit Price
- Update Line: Unit
- Update Line: VAT Rate
- Update Line: Description
- Update Line: Product ID
- Update Line: Ledger Account ID
- Update Line: Section Rank
- Update Line: Discount
- Delete Line IDs
Action
Write
- Existing billing subscription identifierRequired
Action
Search
- Existing invoice identifierRequired
Action
Search
- Existing quote identifierRequired
Action
Search
- Existing invoice identifierRequired
- Invoice dateRequired
- Invoice deadlineRequired
- Customer IDRequired
- Draft invoiceRequired
- Invoice template ID
- Additional free field
- Invoice title
- Invoice description
- Invoice currency
- Special mentions
- Invoice language
- External reference
- Discount type
- Discount value
- Banking provider
- Provider field name
- Provider field value
- Section title
- Section description
- Section rank
- Line labelRequired
- QuantityRequired
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)Required
- UnitRequired
- VAT rateRequired
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Search or write
- Existing quote identifierRequired
- Quote dateRequired
- Quote deadlineRequired
- Customer IDRequired
- Quote template ID
- Additional free field
- Quote subject
- Quote description
- Quote currency
- Special mentions
- Quote language
- External reference
- Discount type
- Discount value
- Section title
- Section description
- Section rank
- Line labelRequired
- QuantityRequired
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)Required
- UnitRequired
- VAT rateRequired
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Search or write

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New Customer V2
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product V2
Triggers when a new product is created.
Trigger
Polling
Try It
- Start dateRequired
- Mode typeRequired
- Email recipients
- Payment conditionsRequired
- Payment methodRequired
- Recurring rule TypeRequired
- Recurring rule Interval
- Recurring rule Count
- Day of month (for monthly recurrence)
- Day of week (for weekly recurrence)
- Customer IDRequired
- Currency
- Customer Invoice Template ID
- PDF Invoice Free Text
- PDF Invoice Subject
- PDF Description
- Special Mention
- Language
- Discount
- Invoice Line Sections
- Invoice Line LabelRequired
- Invoice Line QuantityRequired
- Invoice Line Raw Currency Unit PriceRequired
- Invoice Line UnitRequired
- Invoice Line VAT RateRequired
- Invoice Line Description
- Invoice Line Product ID
- Invoice Line Ledger Account ID
- Invoice Line Section Rank
- Invoice Line Discount Type
- Invoice Line Discount Value
Action
Write
- Customer IDRequired
- Company name
- VAT number
- Registration number
- Customer phone
- Billing address
- Billing postal code
- Billing city
- Billing country code
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write
- Customer first nameRequired
- Customer last nameRequired
- Customer phone
- Billing addressRequired
- Billing postal codeRequired
- Billing cityRequired
- Billing country codeRequired
- Delivery address
- Delivery postal code
- Delivery city
- Delivery country code
- Customer payment conditions
- Customer billing IBAN
- Recipient
- Reference
- Ledger account number
- Notes
- Customer emails
- External reference
- Billing language
Action
Write
- Product labelRequired
- Product description
- Product VAT rateRequired
- Product price (before tax)Required
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Write
- Quote IDRequired
- Quote date
- Quote deadline
- Customer ID
- Quote template ID
- Additional free field
- Quote subject
- Quote description
- Quote currency
- Special mentions
- Quote language
- External reference
- Discount type
- Discount value
- Section title
- Section description
- Section rank
- Line label
- Quantity
- Section rank
- Line discount type
- Line discount value
- Ledger account ID
- Unit price (excluding tax)
- Unit
- VAT rate
- Line description
- Product ID
- Line imputation start date
- Line imputation end date
Action
Write
- Product IDRequired
- Product label
- Product description
- Product VAT rate
- Product price (before tax)
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Write
- Existing customer identifier (source_id)Required
Action
Search
- Existing product identifier (source_id)Required
Action
Search
- Existing billing subscription identifierRequired
- Start dateRequired
- Mode typeRequired
- Email recipients
- Payment conditionsRequired
- Payment methodRequired
- Recurring rule TypeRequired
- Recurring rule Interval
- Recurring rule Count
- Day of month (for monthly recurrence)
- Day of week (for weekly recurrence)
- Customer IDRequired
- Currency
- Customer Invoice Template ID
- PDF Invoice Free Text
- PDF Invoice Subject
- PDF Description
- Special Mention
- Language
- Discount
- Invoice Line Sections
- Invoice Line LabelRequired
- Invoice Line QuantityRequired
- Invoice Line Raw Currency Unit PriceRequired
- Invoice Line UnitRequired
- Invoice Line VAT RateRequired
- Invoice Line Description
- Invoice Line Product ID
- Invoice Line Ledger Account ID
- Invoice Line Section Rank
- Invoice Line Discount Type
- Invoice Line Discount Value
Action
Search or write
- Existing product identifier (source_id)Required
- Product labelRequired
- Product description
- Product VAT rateRequired
- Product price (before tax)Required
- Product unit
- Product currency
- Product reference
- Product identifier
- Ledger account ID
Action
Search or write

About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

Related categories

Accounting

About Zoho Forms

Zoho Forms is a free online form builder that lets you create custom forms, receive responses by email, and collaborate with your team.

Learn more

Pennylane + Zoho Forms

Create estimates in Pennylane from new form entries in Zoho Forms

Supported triggers and actions

New Form Entry

New Billing Subscription V2

New Customer Invoice V2

New Quote V2

Create Company Customer V2

Create Customer Invoice V2

Update Individual Customer V2

Create Quote V2

Update Billing Subscription V2

Get Billing Subscription V2

Retrieve Invoice V2

Retrieve Quote V2

Find or Create Customer Invoice V2

Find or Create Quote V2

API Request (Beta)

New Customer V2

New Product V2

Create Billing Subscription V2

Update Company Customer V2

Create Individual Customer V2

Create Product V2

Update Quote V2

Update Product V2

Retrieve Customer V2

Retrieve Product V2

Find or Create Billing Subscription V2

Find or Create ProductV2

About Pennylane

Related categories

About Zoho Forms

Related categories

Similar apps

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