Integrations Zoho Forms Zoho Invoice
Zoho Forms + Zoho Invoice

Connect Zoho Forms and Zoho Invoice to Build Intelligent Automations

Choose a Trigger

Zoho Forms

When this happens...

Choose an Action

Zoho Invoice

Automatically do this!

Enable Integrations or automations with these events of Zoho Forms and Zoho Invoice

Enable Integrations or automations with these events of Zoho Forms and Zoho Invoice

Actions

Get Forms

Get Forms

Get all Forms

Get Applications

Get Applications

Create Invoice

Create Invoice

Creates a New Invoice.

Create Contact

Create Contact

Add a new contact in Zoho Invoice with optional company, billing/shipping addresses, contact persons, payment terms, currency, and tax details.

Create Item

Create Item

Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.

Create Estimate

Create Estimate

Creates a new estimate.

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Frequently Asked Questions

How do I start an integration between Zoho Forms and Zoho Invoice?

To start, connect both your Zoho Forms and Zoho Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Forms triggers actions in Zoho Invoice (or vice versa).

Can we customize how data from Zoho Forms is recorded in Zoho Invoice?

Absolutely. You can customize how Zoho Forms data is recorded in Zoho Invoice. This includes choosing which data fields go into which fields of Zoho Invoice, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Forms and Zoho Invoice?

The data sync between Zoho Forms and Zoho Invoice typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Forms to Zoho Invoice?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Forms and Zoho Invoice?

Yes, you can set conditional logic to control the flow of data between Zoho Forms and Zoho Invoice. 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.

Zoho Forms

About Zoho Forms

Zoho Forms is a versatile online form builder that allows users to create, share, and manage forms effortlessly. It is designed to help businesses and individuals collect data, gather feedback, and streamline workflows with ease. With a wide range of customizable templates and integrations, Zoho Forms is ideal for creating surveys, registration forms, and more.

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Zoho Invoice

About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing

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