Formstack Forms + Zoho Invoice Integration

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

With Formstack 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 Formstack Forms + Zoho Invoice integration.

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Ready Workflows For Formstack Forms + Zoho Invoice Integration

Just click on the workflow you want to automate

Create Zoho Invoice contact for new Formstack Forms response

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

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

Activate

When New submission is done in Formstack Forms > Check any condition > Create contact in Zoho Invoice

Formstack Forms + Zoho Invoice Integration

Activate

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Create Your Own Formstack 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

Formstack Forms + Zoho Invoice Integration

Submission is done in Formstack Forms
Triggers the automation when a new submission is received
Instant
Form is added in Formstack Forms
Triggers the automation when a new form is added
Invoice is created in Zoho Invoice
Triggers the automation when any invoice is added or modified
Instant
Customer is created in Zoho Invoice
Triggers the automation when a new customer is created
Instant
Item is created in Zoho Invoice
Triggers the automation when a new item is created
Instant
Contact person is created in Zoho Invoice
Triggers the automation when a new contact person is created
Project is created in Zoho Invoice
Triggers the automation when a new project is created
Instant
Estimate is created in Zoho Invoice
Triggers the automation when a new estimate is created
Instant

Create submission for a form in Formstack Forms
Generates a new form submission
Search invoice by email in Zoho Invoice
Searches for an invoice using email address
Update invoice in Zoho Invoice
Updates an invoice
Create invoice in Zoho Invoice
Generates invoices for sales transactions
Create contact in Zoho Invoice
Adds a new contact to the database
Search contact in Zoho Invoice
Finds and retrieves contact information
Create new estimate in Zoho Invoice
Creates a new estimate
Create new item in Zoho Invoice
Creates a new item
Get invoice by ID in Zoho Invoice
Retrieves a invoice using its id
Create contact person in Zoho Invoice
Adds a new contact person to the database

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

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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

If you're tired of filling out the same old boring forms, Formstack is the answer. With dozens of form templates to choose from, you can collect data your way..

See Formstack 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