Create Zoho Books Invoice on Cognito Forms Submission Using Pabbly Connect

Learn how to create Zoho Books invoices automatically on Cognito Forms submission using Pabbly Connect. Step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Zoho Books invoice on Cognito Forms submission, you first need to access Pabbly Connect. This powerful automation platform allows you to connect various applications without coding.

Start by navigating to the Pabbly Connect homepage. If you are a new user, click on ‘Sign Up for Free’ to create an account and receive 100 free tasks monthly. Existing users can log in directly. Once logged in, you will be directed to the dashboard where you can create new workflows.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to connect Cognito Forms and Zoho Books through Pabbly Connect. Click on ‘Create Workflow’ and name it ‘Create Zoho Books Invoice on Cognito Form Submission’. Choose a relevant folder to save your workflow.

• Click on ‘Create’
• Select ‘Cognito Forms’ as the trigger application
• Choose ‘New Entry’ as the trigger event

After setting up the trigger, Pabbly Connect will wait for a new entry from your Cognito Forms. This step is crucial as it initiates the workflow each time a customer submits their order.

3. Connecting Cognito Forms to Pabbly Connect

To connect Cognito Forms to Pabbly Connect, you need to copy the webhook URL provided by Pabbly. This URL acts as a bridge for data transfer. Go to your Cognito Forms dashboard, select the order form you wish to connect, and enable the ‘Post Entry Data to a Website’ option.

• Paste the copied webhook URL into the ‘Submit Entry Endpoint’
• Save the form settings
• Test the connection by submitting a new entry

Once the form is submitted, Pabbly Connect will capture the response, confirming that the connection is successful. This step ensures that all customer details are transferred to Pabbly Connect for further processing.

4. Creating an Invoice in Zoho Books

With the Cognito Forms entry captured, the next step is to create an invoice in Zoho Books using Pabbly Connect. In the action step, select Zoho Books as the application and choose ‘Create Contact’ as the action event. This step is necessary to add the customer to Zoho Books before generating an invoice.

Connect your Zoho Books account by entering the domain name Map customer details from the Cognito Forms entry Save the action and test the request

Once the contact is created in Zoho Books, you can proceed to create the invoice. Again, select Zoho Books, but this time choose ‘Create Sales Invoice’ as the action event. Map the necessary details such as customer ID and product information to generate the invoice.

5. Conclusion: Automate Your Invoice Process

By following these steps with Pabbly Connect, you can efficiently automate the process of creating invoices in Zoho Books whenever a customer submits a form via Cognito Forms. This integration not only saves time but also reduces manual errors.

With the seamless connection established, every new order will automatically generate an invoice, ensuring that your financial management is streamlined. Embrace the power of automation with Pabbly Connect for your business needs!