Zoho Books + Zoho Forms
Create Zoho Books estimates from new Zoho Forms entries
Effortlessly manage your business finances with this seamless workflow between Zoho Forms and Zoho Books. Whenever a new form entry is submitted in Zoho Forms, an estimate is created in Zoho Books, streamlining your sales process and saving you valuable time. Focus on growing your business by automating this essential task.
Effortlessly manage your business finances with this seamless workflow between Zoho Forms and Zoho Books. Whenever a new form entry is submitted in Zoho Forms, an estimate is created in Zoho Books, streamlining your sales process and saving you valuable time. Focus on growing your business by automating this essential task.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!Create Estimate
Creates a new estimate.
- Free forever for core features
- 14 day trial for premium features & apps
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
OrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
PAN Number
GSTIN or UIN
GST Treatment
Place of Contact
Contact NameRequired
Company Name
First Name
Last Name
Email
Website
Phone
Mobile
Billing Address Address
Billing Address City
Billing Address Zip
Billing Address State
Billing Address Country
Billing Address Fax
Shipping Address Address
Shipping Address City
Shipping Address State
Shipping Address Country
Shipping Address Fax
Shipping Address Zip
Payment Terms
Notes
Vat Treatment
Tax Treatment
TRN Number
Place of Supply
About Zoho Books
Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.
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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.
