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Integrate JotForm with Zoho Books

Appy Pie Connect allows you to automate multiple workflows between JotForm and Zoho Books

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About JotForm

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.

About Zoho Books

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
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Best ways to Integrate JotForm + Zoho Books

  • JotForm Integration Zoho Books Integration

    JotForm + Zoho Books

    Create Contact to Zoho Books from New Submission in JotForm Read More...
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    Zoho Books Integration Create Contact
  • JotForm Integration Zoho Books Integration

    JotForm + Zoho Books

    Create Sales Invoice to Zoho Books from New Submission in JotForm Read More...
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    Zoho Books Integration Create Sales Invoice
  • JotForm Integration Zoho Books Integration

    JotForm + Zoho Books

    Create Item to Zoho Books from New Submission in JotForm Read More...
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    JotForm Integration New Submission
     
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    Zoho Books Integration Create Item
  • JotForm Integration Zoho Books Integration

    JotForm + Zoho Books

    Update Contact in Zoho Books when New Submission is created in JotForm Read More...
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  • JotForm Integration Trello Integration

    JotForm + Trello

    Create cards on Trello form new new JotForm submissions Read More...
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    Trello Integration Create Card
    If you're a power user of both Trello and JotForm, launching Trello cards from new JotForm submissions is a snap. Once this integration is turned on, Appy Pie Connect makes it super simple to create a fresh card in Trello anytime new information comes into JotForm. This Appy Pie Connect integration only creates new Trello cards after you've set it up, not cards for previous form submissions.
    The Method of Action
    • JotForm has received a new submission
    • Appy Pie Connect create a new Trello card matching the submission on the board and list of your choice
    What You Will Need
    • JotForm account
    • Trello account
  • JotForm Integration {{item.actionAppName}} Integration

    JotForm + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
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    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect JotForm + Zoho Books in easier way

It's easy to connect JotForm + Zoho Books without coding knowledge. Start creating your own business flow.

    Triggers
  • New Submission

    Triggers when a new submission has been added to a specific form.

  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order is created.

    Actions
  • Create Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How JotForm & Zoho Books Integrations Work

  1. Step 1: Choose JotForm as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Books as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from JotForm to Zoho Books.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of JotForm and Zoho Books

JotForm?

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?
  • 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.

  • Integration of JotForm and Zoho Books
  • 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.

  • Benefits of Integration of JotForm and Zoho Books
  • 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.

    The process to integrate JotForm and Zendesk may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.