An automated workflow using zapier
Connects Formstack + Zoho Books
Add new customers in Zoho Books from new Formstack entries
About this workflow template
This automation scenario allows you to connect Formstack and Zoho Books
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Formstack and Zoho Books can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Formstack
New Submission (Legacy) in Formstack
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
Then this action happens in Zoho Books
Create Customer in Zoho Books
Creates a new customer.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new customers in Zoho Books from new Formstack entries.
Part I
Configure Applications
First, we need to connect Formstack and Zoho Books to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Formstack to Zapier.
Give Zapier access to your Formstack account, using Formstack credentials.
Connect Zoho Books to Zapier.
Give Zapier access to your Zoho Books account, using Zoho Books credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Formstack
Choose the following trigger: New Submission (Legacy) (Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.).
Then set up an Action for Zoho Books
Choose this action: Create Customer (Creates a new customer.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Formstack and Zoho Books.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new customers in Zoho Books from new Formstack entries!
Supported triggers and actions
New submission (legacy)
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
triggerbyzapierNew form submission (instant)
New form submission (instant)
triggerbypipedreamNew form
New form
triggerbypipedreamzapierWatch form submission
Triggers with the new form submission.
triggerbyintegromatNew form (legacy)
Triggers when a new form is added.
triggerbyzapierNew form entry (old)
Triggers when there is a new form submission
triggerbyautomateio
Create sales invoice
Creates a new sales invoice.
actionbyzapierintegratelypabbly-connectCreate customer
Creates a new customer.
actionbyzapierintegratelyCreate estimate
Creates a new estimate.
actionbyzapierintegratelypabbly-connectCreate item
Creates a new item.
actionbyzapierintegratelypabbly-connectFind invoice
Finds an existing Invoice.
actionbyzapierpabbly-connectCreate a contact
Create a contact with given information.
actionbyintegromat
Apps you need
Formstack
A platform to build forms and documents and automate workflows to connect with other apps
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
