Cognito Forms + Zoho Invoice Integration

Connect Cognito Forms to Zoho Invoice - Automate your workflows in 1-click

With Cognito Forms automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Zoho Invoice automations help you generate professional proposals quickly, send automated invoices, and track payments efficiently. Get the best of both with Integrately’s Cognito Forms + Zoho Invoice integration.

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Ready Workflows For Cognito Forms + Zoho Invoice Integration

Just click on the workflow you want to automate

Create Zoho Invoice contact for new Cognito Forms entry

When someone completes your Cognito Forms, a new contact is automatically created in your Zoho Invoice. This way, you can quickly follow up with the entry and turn them into a customer!

Plus, all of the information from the Cognito Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Cognito Forms - Zoho Invoice integration set up makes it easy to manage your customer relationships and grow your business.

Activate

When Entry is created in Cognito Forms > Check any condition > Create contact in Zoho Invoice

Cognito Forms + Zoho Invoice Integration

Activate

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Create Your Own Cognito Forms & Zoho Invoice Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Cognito Forms + Zoho Invoice Integration

Entry is created in Cognito Forms
Triggers the automation whenever a new entry is created
Instant
Entry is updated in Cognito Forms
Triggers the automation whenever any entry is updated
Instant
Invoice is created in Zoho Invoice
Triggers the automation whenever a new item is created
Instant
Customer is created in Zoho Invoice
Triggers the automation whenever a new customer is created
Instant
Item is created in Zoho Invoice
Triggers the automation whenever a new project is created
Instant
Contact person is created in Zoho Invoice
Project is created in Zoho Invoice Instant
Estimate is created in Zoho Invoice
Automatically retrieves a invoice using its ID
Instant

Search invoice by email in Zoho Invoice
Automatically searches for an invoice using email address
Update invoice in Zoho Invoice
Automatically updates an invoice
Create invoice in Zoho Invoice
Automatically generates invoices for sales transactions
Create contact in Zoho Invoice
Automatically adds a new contact to the database
Search contact in Zoho Invoice
Automatically finds and retrieves contact information
Create new estimate in Zoho Invoice
Automatically creates a new estimate
Create new item in Zoho Invoice
Automatically creates a new item
Get invoice by ID in Zoho Invoice
Triggers the automation whenever any invoice is added or modified
Create contact person in Zoho Invoice
Automatically adds a new contact person to the database

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Integrate Cognito Forms & Zoho Invoice In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Cognito Forms or Zoho Invoice With 1200+ Other Apps

Cognito Forms allows users to quickly create custom forms and embed them into their website. The platform also provides an easy way of collecting, analyzing and sharing data via the web or mobile devices.

See Cognito Forms Integrations

Zoho Invoice is an easy to use and highly customizable invoice software for small businesses. It's mobile friendly, has payment reminders and recurring billing features.

See Zoho Invoice Integrations