Connect Zoho Books and Zoho Forms to unlock the power of automation

You can integrate Zoho Books with Zoho Forms using our platform by setting up automated workflows. Use triggers from Zoho Forms, like a new form submission, and map them to actions in Zoho Books, such as creating an invoice or updating customer records.

When integrating, you can use triggers such as 'New Form Entry' from Zoho Forms to initiate actions in Zoho Books. This allows the automation of processes like generating a new invoice or updating an existing contact whenever a form is filled out.

Yes, you can automate the creation of invoices in Zoho Books based on form submissions using our integration. Simply set up a workflow where a submission on your form triggers the creation of a new invoice in your existing books.

Absolutely, you can update customer details seamlessly by setting up actions triggered by new submissions on your forms. This ensures that any changes or additions made via forms are automatically reflected in your customer database within Zoho Books.

To prevent duplicate entries when integrating, use our filtering and logic tools. These help set conditions that must be met for an action to take place, thus avoiding actions like creating duplicate entries if similar data already exists in your records.

If the integration does not work as expected, check if the trigger events and conditions are correctly set. Ensure that fields are properly mapped and there is no disruption in connectivity between forms and books. You can also verify error reports for specific issues.

Yes, during the setup of your integration workflow, you have the flexibility to map custom fields from forms directly into corresponding fields within books. This ensures that all essential data is accurately transferred without omission.