How to Create Zoho Books Invoice on Jotform Submission Using Pabbly Connect

Learn how to automate invoice creation in Zoho Books from Jotform submissions using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create Zoho Books invoices based on Jotform submissions, you will first need to access Pabbly Connect. This powerful automation tool allows you to integrate various applications seamlessly. Start by visiting the Pabbly Connect website and logging in. If you’re a new user, you can sign up for a free account to get started.

Once logged in, you will see a dashboard with various options. Click on the blue button that says ‘Create Workflow’. Here, you will name your workflow, for example, ‘Create Zoho Books Invoice on Jotform Submission’. After naming your workflow, save it in the desired folder. This step is crucial as it sets the foundation for your automation process.

2. Setting Up Jotform as the Trigger Application

In this step, you will configure Jotform as the trigger application in Pabbly Connect. Search for Jotform in the trigger application section and select it. You will be prompted to choose a trigger event; select ‘New Response’. This means that every time a new response is submitted in Jotform, it will trigger the workflow.

• Select Jotform as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the generated Webhook URL.

Next, you will need to integrate this Webhook URL into your Jotform account. Log in to Jotform, navigate to your form settings, and find the integrations tab. Search for Webhooks, paste the copied URL, and complete the integration. This connection is essential for Pabbly Connect to receive responses from Jotform.

3. Capturing Test Submission from Jotform

After setting up the Webhook, you need to perform a test submission on your Jotform to capture the response in Pabbly Connect. Fill out the form with sample data and click ‘Submit’. This action will send the details to Pabbly Connect, allowing you to test the integration.

Once the submission is made, return to Pabbly Connect. You will see that it has captured the response from Jotform. This step is crucial as it confirms that the connection between Jotform and Pabbly Connect is working correctly.

4. Creating Zoho Books Invoice from Jotform Submission

Now that you have a successful test submission, it’s time to set up Zoho Books as the action application in Pabbly Connect. Search for Zoho Books and select it. Choose the action event as ‘Create Sales Invoice’. This step will allow you to create an invoice in Zoho Books based on the Jotform submission.

Click on ‘Connect’ and authorize Pabbly Connect to access your Zoho Books account. You will need to provide your Zoho Books domain, which can be found in your Zoho account URL. Once connected, you will set up the invoice details, mapping fields such as customer name, email, and course details directly from the Jotform submission.

• Select the customer from the Jotform response.
• Map the course name and rate for the invoice.
• Set the invoice to be created automatically upon new submissions.

After mapping all the necessary fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you should see a new invoice created in your Zoho Books account.

5. Finalizing Your Integration Workflow

With the invoice successfully created, your integration workflow is now complete. This means that every time a new submission is made on Jotform, Pabbly Connect will automatically create an invoice in Zoho Books without any manual intervention. This automation saves time and reduces errors in your invoicing process.

To finalize, ensure that all mappings are correct and that the workflow is saved. You can also test the workflow multiple times to confirm that it works as expected. With Pabbly Connect, you can also explore other integrations and automate more processes as needed.

Conclusion

In this tutorial, we explored how to create Zoho Books invoices automatically from Jotform submissions using Pabbly Connect. This integration simplifies the invoicing process, saving time and reducing errors. By following the steps outlined, you can set up this automation effectively for your business needs.