This automation scenario allows you to connect JotForm and QuickBooks Online
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
JotForm and QuickBooks Online can also be integrated using automation tools other than zapier:
When this trigger fires in JotForm
Triggers when a new submission has been added to a specific form.
Then these actions happen in JotForm and JotForm
Adds a new invoice (with line item support).
Triggers when a new submission has been added to a specific form.
This guide contains information on how to set up an automatic workflow that allows to Create Quickbooks Online invoices upon receiving new submissions in Jotform.
Part I
First, we need to connect JotForm and QuickBooks Online to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect JotForm to Zapier.
Give Zapier access to your JotForm account, using JotForm credentials.
Connect QuickBooks Online to Zapier.
Give Zapier access to your QuickBooks Online account, using QuickBooks Online credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for JotForm
Choose the following trigger: New Submission (Triggers when a new submission has been added to a specific form.).
Then set up an Action for QuickBooks Online
Choose this action: Create Invoice (Adds a new invoice (with line item support).).
Then set up another Action for JotForm
Choose this action: New Submission (Triggers when a new submission has been added to a specific form.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between JotForm and QuickBooks Online.
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 Create Quickbooks Online invoices upon receiving new submissions in Jotform!
New submission (instant)
Triggers when a new submission has been added to a specific form.
Triggers when a signed document is received.
Triggers when a new submission comes and fires the scenario automatically after new submission message is received.
Form is submitted
New Form.
Adds a new customer.
Adds a new invoice to customer by name.
Adds a new sales receipt (with line item support).
Creates a new payment, optionally linked to an invoice.
Updates an existing customer.
Returns info about a company.
JotForm is a powerful online form builder that allows you to create custom forms quickly and easily. With a responsive editor and powerful widgets, JotForm streamlines your day-to-day business operations.
QuickBooks Online alternatives
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.