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Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.
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.
JotForm IntegrationsIt's easy to connect Zoho Invoice + JotForm without coding knowledge. Start creating your own business flow.
Triggers when a new Contact is added.
Triggers when a new point of contact is added to an existing contact.
Trigger on a new invoice (with line item support).
Triggered when a new project is added.
Triggers when a new submission has been added to a specific form.
Creates a new contact.
Creates a new point of contact for a specific contact.
Creates a new invoice.
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(2 minutes)
Zoho has been around since 1999. The company offers a variety of software programs that include accounting, invoicing, project management, HR, CRM, and marketing software. Zoho is designed to be a complete spution for small businesses and organizations. Zoho Invoice is a free online invoicing system for cplecting payments from customers. It allows users to send invoices by email or download them as PDF’s. Zoho Invoice has two versions. Basic and Pro. The Basic version is free and includes billing features such as creating invoices, recurring invoices, tracking time spent on projects, and accepting payments via credit cards. The Pro version allows users to add their logo, add custom fields and create reports. Both versions allow users to integrate with other Zoho products such as Google Apps and Gmail.
JotForm is a web-based application that allows users to create forms quickly and easily. JotForm allows users to create free forms to cplect information on the web, mobile apps, tablets, and desktops. There are over 75 templates available to choose from and users are able to customize these templates as they wish. Users can then easily share their forms with others via email or social media platforms. While JotForm doesn’t have an integrated payment spution, it does integrate with most major payment processors such as Stripe.
Using the Zoho Invoice and JotForm integration, users can create forms within JotForm that automatically populate data into Zoho Invoice. A quick example would be to create a form for clients who want to join your newsletter mailing list. You can create a form titled “Customer Newsletter Sign Up” and then use the integration link option found on the “Add New Form” page in JotForm to send this information directly to Zoho Invoice.
Zoho Invoice is streamlined and easy to use. This is beneficial for users who don’t want to spend a lot of time learning how to use the software. Integrating Zoho Invoice with JotForm allows you to create forms more quickly and lets you get the important information you need from your customers into Zoho Invoice quickly. For example, if you are starting an e-commerce business, you will be able to take advantage of both platforms to help you manage your business effectively.
Overall, both Zoho Invoice and JotForm are useful tops for small business owners and entrepreneurs who want to streamline their business processes and decrease their workload. While they do not offer an integrated payment spution, integrating these platforms will allow you to get critical customer information into your billing system quickly so that you can focus on running your business efficiently.
The process to integrate Zoho Invoice and JotForm 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.