
When this happens...
New Submission

Automatically do this!
Create Invoice
Create Customer
Find Invoice
Create Item
Create Estimate
Get all Invoices
Find a Customer
Create a Bill
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a form receives a new submission.
Triggers when a new sales invoice is created.
Triggers when a sales invoice is updated.
Action is the task that follows automatically within your Fillout integrations.
Get all response data provided by users.
Returns a single Responses by its ID
Deletes a submission by its ID
Creates a new invoice for a selected customer.
Creates a new customer.
Finds an existing Invoice.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Fillout and Zoho Books accounts to viaSocket. Once connected, you can set up a workflow where an event in Fillout triggers actions in Zoho Books (or vice versa).
Absolutely. You can customize how Fillout data is recorded in Zoho Books. This includes choosing which data fields go into which fields of Zoho Books, setting up custom formats, and filtering out unwanted information.
The data sync between Fillout and Zoho Books typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Fillout and Zoho Books. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Fillout is a comprehensive form-building platform that allows users to create, customize, and manage online forms with ease. It offers a variety of templates and advanced features to streamline data collection and enhance user engagement.
Learn MoreZoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
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