JotForm
QuickBooks Online
zapier

An automated workflow using zapier

Connects JotForm + QuickBooks Online

Create Quickbooks Online invoices upon receiving new submissions in Jotform

About this workflow template

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.

JotForm and QuickBooks Online can also be integrated using automation tools other than zapier:

Diagram

Create Quickbooks Online invoices upon receiving new submissions in Jotform
Workflow diagram: JotForm + QuickBooks Online integration

How it works?

When this trigger fires in JotForm

JotForm

New Submission in JotForm

Triggers when a new submission has been added to a specific form.

Then these actions happen in JotForm and JotForm

QuickBooks Online

Create Invoice in QuickBooks Online

Adds a new invoice (with line item support).

JotForm

New Submission in JotForm

Triggers when a new submission has been added to a specific form.

How to set up this workflow

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

Configure Applications

First, we need to connect JotForm and QuickBooks Online to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect JotForm to Zapier.

    Connect JotForm to Zapier.

    Give Zapier access to your JotForm account, using JotForm credentials.

  • Connect QuickBooks Online to Zapier.

    Connect QuickBooks Online to Zapier.

    Give Zapier access to your QuickBooks Online account, using QuickBooks Online 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 JotForm

    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

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • JotForm

    New submission (instant)

    New submission (instant)

    pipedream
    triggerbypipedream
  • JotForm

    New submission

    Triggers when a new submission has been added to a specific form.

    zapieriftttalbato
    triggerbyzapieriftttalbato
  • JotForm

    New signed document

    Triggers when a signed document is received.

    zapier
    triggerbyzapier
  • JotForm

    Watch for submissions

    Triggers when a new submission comes and fires the scenario automatically after new submission message is received.

    integromat
    triggerbyintegromat
  • JotForm

    Form is submitted

    Form is submitted

    integrately
    triggerbyintegrately
  • JotForm

    New form

    New Form.

    zapier
    triggerbyzapier
  • QuickBooks Online

    Create customer

    Adds a new customer.

    zapierintegratelypipedreamalbato
    actionbyzapierintegratelypipedreamalbato
  • QuickBooks Online

    Create invoice

    Adds a new invoice to customer by name.

    zapierintegratelypipedreamalbato
    actionbyzapierintegratelypipedreamalbato
  • QuickBooks Online

    Create sales receipt

    Adds a new sales receipt (with line item support).

    zapierintegratelypipedreamalbato
    actionbyzapierintegratelypipedreamalbato
  • QuickBooks Online

    Create payment

    Creates a new payment, optionally linked to an invoice.

    zapierintegratelypipedreamalbato
    actionbyzapierintegratelypipedreamalbato
  • QuickBooks Online

    Update customer

    Updates an existing customer.

    zapierintegratelypipedreamalbato
    actionbyzapierintegratelypipedreamalbato
  • QuickBooks Online

    Get my company

    Returns info about a company.

    integromatpipedream
    actionbyintegromatpipedream

Apps you need

JotForm

JotForm

Form Builders

Online form builder & creator without coding

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.

Zapier

Zapier

Automation Platforms

No-code automation service

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.