Connect Formidable Forms and Zoho Books to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Create Invoice
Create Customer
Find Invoice
Create Item
Create Estimate
Get all Invoices
Find a Customer
Create a Bill
Ready to use Formidable Forms and Zoho Books automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Triggers when a new form is submitted in a specified Formidable Form.
New Sales Invoice
Triggers when a new sales invoice is created.
New Updated Sales Invoice
Triggers when a sales invoice is updated.
Do thisActions
Action is the task that follows automatically within your Formidable Forms integrations.
Create Invoice
Creates a new invoice for a selected customer.
Create Customer
Creates a new customer.
Find Invoice
Finds an existing Invoice.
Create Item
Creates a new item.
Create Estimate
Generates a new estimate for a customer or lead.
Get all Invoices
Get a list of all invoices.
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Frequently Asked Questions
To start, connect both your Formidable Forms and Zoho Books accounts to viaSocket. Once connected, you can set up a workflow where an event in Formidable Forms triggers actions in Zoho Books (or vice versa).
Absolutely. You can customize how Formidable Forms 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 Formidable Forms 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 Formidable Forms 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.
About Formidable Forms
Formidable Forms is a powerful WordPress form builder plugin that allows users to create complex forms with ease. It offers a drag-and-drop interface, making it simple to build forms for various purposes, including contact forms, surveys, quizzes, and more. With advanced features like conditional logic, calculations, and integrations with popular services, Formidable Forms is ideal for businesses and individuals looking to enhance their website's functionality.
Learn MoreAbout Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
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