ZOHOBOOKS
Google Forms + ZohoBooks Integration
Create Contacts/ Items/ Projects/ Invoices/ Tasks in ZohoBooks on Google Form submission
How to integrate your Google Form with ZohoBooks?
You can integrate Google Forms with ZohoBooks using Form Director. Form Director enables you to connect Google Forms with ZohoBooks, allowing you to create Contacts/ Items/ Projects/ Invoices/ Tasks based on form responses.Â
When a user submits a Google Form, the responses are automatically sent to ZohoBooks, where Contacts/ Items/ Projects/ Invoices/ Tasks are created accordingly.
What is Form Director?
What is ZohoBooks?
Form Director is a Google Workspace add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.
Installation:
It is available in the Google workspace Marketplace.Â
Please check installation instructions to install the add-on.
Zoho Books is online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Google Forms to ZohoBooks: Use Case(s)
Google Forms
Create entities on Form Submit
Form Director
ZohoBooks
list of entities supported
Contacts
Items
Projects
Tasks
Time Entries
SETTING UP ZOHOBOOKS
Select ZohoBooks from the list of applications.
Choose Create from service.
Select the required Data Center.
After selecting the Data Center, Click Connect to Zoho BOOKS.
Clicking on Accept will allow access for Form Director to your Zoho account.
Select the required Business account.
Select a required entity.
Mapping
Mapping of form fields to that of app fields is to be done in order to create contact with your form data.
Click on the add icon to add new mapping
Once you have done mapping you can save the service
Note : Mapping should be done between app field and form field of same type.Â
Email Template
Send your own customized emails on form submission to your audience.
Notification
Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.
Email Template
Send your own customized emails on form submission to your audience.
Attachment
Add attachments to email from file upload in Google Form.
Select the required file to be attached.
Click Pick Drive Files to attach files to Email.
Finish setting up
You are all set to direct your form data to ZohoBooks
