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

Learn how to automate invoice creation in Zoho Books from Zoho Forms submissions using Pabbly Connect. Step-by-step guide with detailed instructions. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Zoho Books invoice on Zoho Forms submission, you first need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect homepage at the URL Pabbly.com/connect/.

Once on the homepage, you can either sign in or sign up for a new account. If you are a new user, clicking on ‘Sign up free’ will give you access to 300 tasks every month to explore the software. After signing in, you will be directed to your dashboard where you can create workflows for automation.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential to automate your invoicing process. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will need to name your workflow, for instance, ‘Create Zoho Books Invoice on Zoho Form Submission’.

• Name your workflow appropriately.
• Select a folder to save your workflow.
• Click on the Create button to finalize your workflow setup.

After creating your workflow, you will set up the trigger and action steps. The trigger will be set to capture new submissions from Zoho Forms, while the action will create an invoice in Zoho Books.

3. Setting Up the Trigger for Zoho Forms Submission

In this section, you will configure the trigger in Pabbly Connect to respond to new submissions from Zoho Forms. Select Zoho Forms as your trigger application and choose the event labeled ‘New Form Submitted’. This ensures that every time a form is submitted, the workflow activates.

Once the trigger is selected, you will receive a webhook URL. This URL needs to be copied and pasted into your Zoho Forms settings. In your Zoho Forms account, find the form you wish to integrate, click on ‘Integrations’, and select ‘Webhooks’ to add the copied URL.

4. Creating a Contact in Zoho Books

After successfully setting up the trigger, the next step in Pabbly Connect is to create a contact in Zoho Books. For this, select Zoho Books as your action application and choose ‘Create Contact’ as the action event. This step is crucial because you need to have the customer details saved in Zoho Books before generating an invoice.

• Map the customer details from the Zoho Forms submission.
• Select the organization and contact type accordingly.
• Leave non-required fields blank to streamline the process.

Once you have mapped the necessary fields, click on ‘Save and Send Test Request’. This action will create a new contact in your Zoho Books account, ensuring that the customer’s information is stored for future invoicing.

5. Creating an Invoice in Zoho Books

With the contact created, you can now proceed to generate an invoice for the new customer. In Pabbly Connect, add another action step and again select Zoho Books as your application. This time, choose ‘Create Sales Invoice’ as the action event. This will allow you to create an invoice based on the customer information previously captured.

Ensure that you map the customer ID from the previous step to link the invoice to the correct customer. You can also specify details such as the item name, rate, and quantity for the invoice. After filling in all required fields, click on ‘Save and Send Test Request’ to create the invoice.

Once completed, you can check your Zoho Books account to confirm that the invoice has been generated successfully. This final step automates the entire invoicing process, significantly reducing manual work and errors.

Conclusion

This tutorial has guided you through the process of creating a Zoho Books invoice upon receiving a Zoho Forms submission using Pabbly Connect. By following these steps, you can automate your invoicing process, ensuring timely and accurate billing for your services. Utilizing Pabbly Connect streamlines your workflow and enhances efficiency in managing client requests.