Jotform + Zoho Books

Create new Zoho Books items from new Jotform submissions

Effortlessly manage your accounting with this intuitive workflow. Whenever a new submission is made in Jotform, an item is instantly created in Zoho Books. This seamless process not only eliminates the need for manual data entry but also ensures your financial records are up-to-date, providing a simplified solution for your business needs. Perfect for businesses looking to streamline their bookkeeping processes and keep accurate records.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Item
Creates a new item.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It

- OrganizationRequired
Trigger
Instant
Try It
- Organization NameRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write

- OrganizationRequired
- Item NameRequired
- Description
- Rate
- Tax Percentage
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationRequired
Trigger
Instant
Try It
- Status
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- 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
Action
Write
- OrganizationRequired
- Customer NameRequired
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item NameRequired
- Description
- QuantityRequired
- RateRequired
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more

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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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Create sales invoices in Zoho Books for new submissions in Jotform

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Jotform + Zoho Books

Create new Zoho Books items from new Jotform submissions

Supported triggers and actions

New Submission

Assign Form

Create Submission

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

New Signed Document

Assign Prefilled Form

API Request (Beta)

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

About Jotform

Related categories

Similar apps

Wufoo

Formstack

Typeform

About Zoho Books

Related categories

Related Zap Templates

Related Zap Templates