Cognito Forms + Zoho Billing

Create new Zoho Billing customers from new Cognito Forms entries

Effortlessly streamline your customer onboarding process with this Cognito Forms and Zoho Billing workflow. Whenever a new entry is submitted in Cognito Forms, this automation will create a new customer in Zoho Billing, saving you valuable time and ensuring seamless data entry. Enhance your productivity and maintain accurate customer records with ease.

When this happens...
New Entry
Triggers when someone fills out your form.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- FormRequired
Trigger
Instant
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- FormRequired
- IdRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write
- FormRequired
- Entry IdRequired
- Template NumberRequired
Action
Search

- OrganizationsRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationsRequired
Trigger
Instant
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- OrganizationsRequired
Trigger
Instant
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- Organization
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- Customer IDRequired
- Invoice IDRequired
- Amount
- 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 NameRequired
- Customer Email
- 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
- Place Of Supply
- Paypal Payment Method
- Send Invoice Only to Primary Contact
- Payment Gateways
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
- Place Of Supply
- 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

- FormRequired
Trigger
Instant
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- FormRequired
Action
Write
- IdRequired
- FormRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- FormRequired
- IdRequired
Action
Search
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- Organization
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- 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 Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more

Related categories

Forms & Surveys

Similar apps

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

Cognito Forms + Zoho Billing

Create new Zoho Billing customers from new Cognito Forms entries

Entry Deleted

Update Entry

Delete Entry

Set Form Availability

Get Document

New Credit Note

Payment Failure

New Quote

New Project

Resume Subscription

New Subscription

Payment Success

Update Invoice

Record Payment

Create Customer

Create New Invoice

Create Subscription

Update Customer

Find Invoice

New Entry

Create Entry

Update Entry

API Request (Beta)

Get Entry

Subscription Downgrade

New Item

New Invoice

Pause Subscription

New Retainer Invoice

Subscription Renewal

Cancel Subscription

Subscription Upgrade

Create Credit Note

Create a New Quote

Create New Item

Create Retainer Invocie

Find Customer

About Cognito Forms

Related categories

Similar apps

Formstack

Jotform

Formdesk

About Zoho Billing

Related categories

Similar apps

Recurly

Chargify

Cheddar