Zoho Books + Zoho Forms
Create sales invoices in Zoho Books for new form entries in Zoho Forms
When a new entry is recorded on your Zoho Forms, this workflow will speedily prepare and build a sales invoice within Zoho Books. It provides an effective solution to streamline the process between customer data collection and invoice generation — no extra steps needed. Saving you time and effort, this automation makes tracking sales simpler and more efficient.
When a new entry is recorded on your Zoho Forms, this workflow will speedily prepare and build a sales invoice within Zoho Books. It provides an effective solution to streamline the process between customer data collection and invoice generation — no extra steps needed. Saving you time and effort, this automation makes tracking sales simpler and more efficient.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
- Free forever for core features
- 14 day trial for premium features & apps
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
OrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
PAN Number
GSTIN or UIN
GST Treatment
Place of Contact
Contact NameRequired
Company Name
First Name
Last Name
Email
Website
Phone
Mobile
Billing Address Address
Billing Address City
Billing Address Zip
Billing Address State
Billing Address Country
Billing Address Fax
Shipping Address Address
Shipping Address City
Shipping Address State
Shipping Address Country
Shipping Address Fax
Shipping Address Zip
Payment Terms
Notes
Vat Treatment
Tax Treatment
TRN Number
Place of Supply
