JotForm is a cloud-based form automation solution that enables users to publish online forms and record customer responses. It helps users to generate leads, collect order payments, conduct customer surveys, manage job applications, and register guests for events.
Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.Zoho Books Integrations
JotForm + Zoho BooksCreate Sales Invoice to Zoho Books from New Submission in JotForm Read More...
JotForm + Zoho BooksUpdate Contact in Zoho Books when New Submission is created in JotForm Read More...
It's easy to connect JotForm + Zoho Books without coding knowledge. Start creating your own business flow.
Triggers when a new submission has been added to a specific form.
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
JotForm is a web-based application that has been designed to help you create online forms. It enables you to create different types of forms including contact, registration, survey, feedback, and more. It is simple and convenient to use. It is free for up to 100 submissions per month. You can choose from over 60 template options or create your own. It is easy to publish your form using the provided embed code or API. It is highly customizable and offers a lot of flexibility to users.
Zoho Books is an accounting software that is cloud-based and available as a mobile app for Android and iOS. It helps you manage your finances in one place. Just like JotForm, it offers a free trial before you decide to buy. You can choose between two plans. Standard and Enterprise. The Standard Plan allows you to track invoices, expenses, revenues, income, and payments. The Enterprise Plan allows you to do all of these plus add customers, vendors and employees. Both plans come with a 30-day free trial.
JotForm and Zoho Books can be integrated through Zapier which works as a middleman between the two apps. When this integration is done, every time a new submission is created on JotForm, an invoice will be automatically created in Zoho Books. This means that users can now receive instant notifications from JotForm whenever they receive new submissions. They can also view all their submissions on one dashboard in Zoho Books. All they have to do is sign up for Zapier and set up the connection between the two apps by fplowing these instructions.
There are many different benefits of integrating JotForm and Zoho Books. One of the main benefits of this integration is that users will now be able to track their submissions easily by looking at their Zoho Books dashboard where they will find all their submissions under the Inbox tab. They can also see who submitted what through the Dashboard tab on Zoho Books. Another benefit of this integration is that users would no longer worry about keeping track of all their submissions because they will be able to access them at any time on Zoho Books even without a computer or laptop. If you want users to pay for your services, you should integrate JotForm and Zoho Books so that users can pay for their services via Zoho Books in the form of invoices which are automatically generated when a submission is created on JotForm.
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