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Zoho Invoice + JotForm Integrations

Syncing Zoho Invoice with JotForm is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Zoho Invoice

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.

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.

JotForm Integrations
Connect Zoho Invoice + JotForm in easier way

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

    Triggers
  • New Contact

    Triggers when a new Contact is added.

  • New Contact Person

    Triggers when a new point of contact is added to an existing contact.

  • New Invoice

    Trigger on a new invoice (with line item support).

  • New Project

    Triggered when a new project is added.

  • New Submission

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

    Actions
  • Create Contact

    Creates a new contact.

  • Create Contact Person

    Creates a new point of contact for a specific contact.

  • Create Invoice

    Creates a new invoice.

How Zoho Invoice & JotForm Integrations Work

  1. Step 1: Choose Zoho Invoice 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 JotForm 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 Zoho Invoice to JotForm.

    (2 minutes)

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

Integration of Zoho Invoice and JotForm

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.

Integration of Zoho Invoice and JotForm

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.

Benefits of Integration of Zoho Invoice and JotForm

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.