ZOHOBOOKS

Google Forms to ZohoBooks: Create Contacts/ Items/ Projects on Google Form submission

What is Form Director?

What is ZohoBooks?

Form Director is a G Suite 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 G Suite Marketplace and Chrome Web Store. 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.

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