Integrating Jotform and Zoho Books with Pabbly Connect: A Step-by-Step Guide

Learn how to automate invoice creation in Zoho Books from Jotform submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To start automating the invoice creation process in Zoho Books from Jotform submissions, you need to access Pabbly Connect. First, open your web browser and navigate to the Pabbly Connect website. If you’re a new user, click on ‘Sign up for free’ to create an account. Existing users can simply click on ‘Sign in’.

Once logged in, you’ll see various applications offered by Pabbly. Select Pabbly Connect to begin creating your automation workflow. Click on the blue button labeled ‘Create Workflow’ to set up your new integration.

Setting Up the Workflow in Pabbly Connect

In the workflow setup, you will need to name your workflow. For example, you can name it ‘Create Zoho Books Invoice on Jotform Submission’. After naming, click on the ‘Create’ button to proceed to the main workflow interface where you will set up triggers and actions.

Your first step is to define the trigger application, which in this case is Jotform. Search for Jotform and select it. Then, choose the trigger event as ‘New Response’. This event will initiate the workflow every time a new submission is received from Jotform.

• Click the ‘Copy Webhook URL’ option provided by Pabbly Connect.
• Log into your Jotform account and navigate to the form you want to integrate.
• Go to the ‘Settings’ tab, then to ‘Integrations’ and search for ‘Webhooks’.
• Paste the copied Webhook URL and complete the integration.

After completing these steps, your Jotform will now send data to Pabbly Connect whenever a new response is submitted, which sets the stage for invoicing in Zoho Books.

Creating Invoice in Zoho Books via Pabbly Connect

Next, you will configure the action application to create an invoice in Zoho Books. In the action step, search for Zoho Books and select it. Choose the action event as ‘Create Sales Invoice’. This action will generate an invoice based on the data received from Jotform submissions.

To connect your Zoho Books account, click on ‘Connect’. If prompted, enter your domain name and authorize Pabbly Connect to access your Zoho Books account. Once connected, you will need to select your organization and specify the customer details for the invoice.

• Select the customer for whom the invoice is being created.
• Map the customer details dynamically from the previous Jotform submission.
• Ensure all required fields are filled, including course name, rate, and quantity.

This setup ensures that every new Jotform submission automatically creates a corresponding invoice in Zoho Books without manual effort.

Mapping Data in Pabbly Connect for Dynamic Invoicing

Mapping data correctly is crucial for ensuring that the information from Jotform is accurately reflected in the Zoho Books invoice. In the invoice creation setup, you will need to map fields like customer name, email, and course details from the Jotform submission directly into the corresponding fields in Zoho Books.

To do this, use the mapping feature in Pabbly Connect. For example, when asked for the contact name, instead of typing it manually, select the name from the previous Jotform response. This dynamic mapping allows your workflow to adapt to each new submission automatically.

Map the contact name, email, and phone number from the Jotform response. Ensure the course name and rate are also mapped correctly. After mapping, test the workflow to ensure it functions as intended.

This mapping process is essential for creating accurate invoices that reflect the details provided by users in the Jotform submission.

Testing and Verifying the Integration

After setting up the workflow and mapping all necessary fields, it’s time to test the integration. Submit a test response through your Jotform to trigger the workflow. Pabbly Connect will capture this response, and you can verify that an invoice is created in Zoho Books.

To check if the integration works correctly, log into your Zoho Books account and navigate to the invoices section. You should see a new invoice generated based on the test submission. Verify that all details match the information provided in the Jotform.

If everything looks good, you can be confident that your integration between Jotform and Zoho Books via Pabbly Connect is successful. This automation will save you time and reduce errors in your invoicing process.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Zoho Books invoices from Jotform submissions using Pabbly Connect. By following the outlined steps, you can streamline your invoicing process and ensure accuracy with every new submission. This integration not only saves time but also enhances your workflow efficiency.