WPForms + Zoho Billing

Create Zoho Billing customers from new WPForms entries

Effortlessly manage your new WPForms entries by converting them into customers on Zoho Billing. With this workflow, every time you receive a new form entry in WPForms, a customer profile will be created in Zoho Billing, streamlining your client onboarding and saving you valuable time. Enhance your organization's customer management efficiency using this seamless automation.

When this happens...
New Form Entry
Triggers when a form entry is submitted.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It
- OrganizationsRequired
Trigger
Instant
Try It

- Organization
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It

- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Invoice IDRequired
- Payment ModeRequired
- Description
- Reference Number
Action
Write
- OrganizationRequired
- VAT Treatment
- Display NameRequired
- First Name
- Last Name
- EmailRequired
- Company Name
- Website
- Payment Terms
- Mobile
- Work Phone
- Currency Code
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address Country
- Billing Address ZIP
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address ZIP
- Shipping Address Fax
- Notes
- Custom Fields
- Enable Portal
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
- OrganizationRequired
- Plan CodeRequired
- Plan Quantity
- Addons
- Coupon Code
- Starts At
- Customer
- Email
- Display Name
- First Name
- Last Name
- Company Name
- Website
- Mobile
- Work Phone
- Currency Code
- Customer Payment Terms
- Enable Portal
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Address Country
- Shipping Address Fax
- Contact Persons
- Customer Custom Fields
- Exchange Rate
- Customer Notes
- Reference
- Sales Person Name
- Subscription Custom Fields
Action
Write
- OrganizationRequired
- Customer IDRequired
- Display Name
- First Name
- Last Name
- Email
- Company Name
- Website
- Payment Terms
- Mobile
- Work Phone
- Currency Code
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address Country
- Billing Address Zip
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Zip
- Shipping Address Fax
- Notes
- Custom Fields
Action
Write
- OrganizationRequired
- Invoice#Required
Action
Search

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Organization
- Credit Note Number
- Customer NameRequired
- Reason
- Credit Note Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Credit Note Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Quote Number
- Customer NameRequired
- Quote Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Quote Notes
- Quote Terms
- Shipping Charge
- Send Quote Only to Primary Contact
Action
Write
- Organization
- Item NameRequired
- RateRequired
- Item Description
- SKU
- Unit
- Is Taxable
Action
Write
- Organization
- Retainer Invoice Number
- Customer NameRequired
- Retainer Invoice Date
- DescriptionRequired
- RateRequired
- Notes
- Terms
Action
Write
- OrganizationRequired
- Display Name
- Email
Action
Search

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

Learn more Help

Related categories

Similar apps

Gravity Forms

Forms & Surveys, WordPress

Formidable Forms

Forms & Surveys, WordPress

123FormBuilder

Forms & Surveys

About Zoho Billing

Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.

Learn more Help

Related categories

Similar apps

Recurly

Payment Processing

Chargify

Payment Processing

Cheddar

Payment Processing

PRODUCTS

CAPABILITIES

By team

WPForms + Zoho Billing

Create Zoho Billing customers from new WPForms entries

New Form Entry

New Credit Note

OrganizationsRequired

Payment Failure

OrganizationRequired

New Estimate

OrganizationsRequired

New Project

OrganizationsRequired

Resume Subscription

Organization

New Subscription

OrganizationRequired

Payment Success

OrganizationRequired

Update Invoice

OrganizationRequired

Record Payment

OrganizationRequired

Invoice IDRequired

Payment ModeRequired

Description

Reference Number

Create Customer

OrganizationRequired

VAT Treatment

Display NameRequired

First Name

Last Name

EmailRequired

Company Name

Website

Payment Terms

Mobile

Work Phone

Currency Code

Billing Address Street

Billing Address City

Billing Address State

Billing Address Country

Billing Address ZIP

Billing Address Fax

Shipping Address Street

Shipping Address City

Shipping Address State

Shipping Address Country

Shipping Address ZIP

Shipping Address Fax

Notes

Custom Fields

Enable Portal

Create New Invoice

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