1.Detect new submission
Integrate Jotform and form capture tools to process each new submission into booking intake.
Create booking contact, deal and invoice from form
Automatically turn each Jotform new submission into structured booking contact and billing records across Jotform, Nanonets OCR, Bigin by Zoho CRM, and Zoho Invoice. Create and update contact, deal, and invoice records when passport files are uploaded, form fields are enriched, or booking details landβso you can cut manual data entry.
How this automation creates booking records from form intake
When new booking submissions arrive with unstructured passport data, manual follow-up delays confirmations and billing. This automation extracts passport fields, enriches the intake, and creates contact, deal, and invoice recordsβso your team can confirm and bill faster.
Jotformor swap with your favorite app
2.Extract passport fields
Integrate Nanonets OCR and document extraction tools to OCR the uploaded passport file and parse key fields.
Nanonets OCRor swap with your favorite app
3.Enrich submission fields
Integrate Jotform and form intake tools to map OCR outputs back into the submission for cleaner contact data.
4.Create or match contact
Integrate Bigin by Zoho CRM and CRM deduping tools to create a contact or match by email using parsed details.
Bigin by Zoho CRMor swap with your favorite app
5.Create booking deal
Integrate Bigin by Zoho CRM and pipeline tools to create a deal from booking reference, tour details, and amount.
6.Create invoice for booking
Integrate Zoho Invoice and invoicing tools to create an invoice with booking reference and line items.
Zoho Invoiceor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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