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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Plumsail Forms with Bokio - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Plumsail Forms.

Add your action

An action happens after the trigger—such as "Add Line Item to Invoice" in Bokio.

You’re connected!

Zapier seamlessly connects Plumsail Forms and Bokio, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Public Form
  Required
Trigger
Instant
Try It
- Form ID
  Required
- Submission ID
  Required
Action
Write
- Name
  Required
- Type of customer
- VAT number
- Organisation number
- Language
- line1
- line2
- city
- postalCode
- country
- name
- phone
- email
- isDefault
Action
Write
- Description
- Item type
- Product type
- Unit tyoe
- Unit Price
- Tax rate
Action
Write
- Id
  Required
- currency
- currencyRate
- Invoice date
- Due date
- Description
- Quantity
- Unit Price
- Tax rate
- Product type
- Item type
- Unit type
- customerRef
- Order reference
- Invoice type
- line1
- line2
- city
- postalCode
- country
Action
Write

- ID
Action
Search
- Customer name
  Required
Action
Search

- journalEntryNumber
  Required
Action
Search
- Customer name
  Required
- currency
  Required
- currencyRate
  Required
- Invoice date
- Due date
  Required
- Description
  Required
- Quantity
- Unit price
- Tax rate
- Product type
- Item type
- Unit Type
- customerRef
  Required
- Order Reference
- Invoice type
- line1
- line2
- city
- postalCode
- country
Action
Search or write

- File URL
  Required
Action
Write
- Invoice Id
  Required
- Description
  Required
- Quantity
  Required
- Unit price
  Required
- Tax Rate
  Required
- Product type
- Item type
  Required
- Unit Type
Action
Write
- currency
  Required
- currencyRate
  Required
- Invoice date
- Due date
  Required
- Description
  Required
- Quantity
- Unit price
- Tax rate
- Product type
- Item type
- Unit Type
- customerRef
  Required
- Order Reference
- Invoice type
- line1
- line2
- city
- postalCode
- country
Action
Write
- Title
  Required
- Date
  Required
- Debit
  Required
- Credit
  Required
- Account
  Required
Action
Write
- ID
Action
Search
- name
  Required
Action
Search
- id
  Required
Action
Search
- name
  Required
- Name
  Required
- Type of customer
- VAT number
- Organisation number
- Language
- line1
- line2
- city
- postalCode
- country
- phone
- email
- isDefault
Action
Search or write

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Plumsail Forms and Bokio to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Plumsail Forms to Bokio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Plumsail Forms

Plumsail Forms allows you to design fully responsive web forms containing wizards, tabs, data tables, hand-written notes and publish them to any websites.

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Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Bokio

Bokio is an accounting software platform which offers digital bookkeeping, invoicing, and financial management tools to help simplify accounting processes.