Gravity Forms integration with Zoho Books
How to Add Zoho Books customers from new submissions on Gravity Forms
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add Zoho Books customers from new submissions on Gravity Forms" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Zoho Books integrations
Zoho Books actions
Nekton can use any feature that is available in Zoho Books API.
Using our advanced AI, you can easily create custom automations for Zoho Books.
Here are some typical actions you can do in your automated workflows.
Create Estimate
Creates a new estimate.
Create Item
Creates a new item.
Create Customer
Creates a new customer.
Create Sales Invoice
Creates a new sales invoice.
Find Invoice
Finds an existing Invoice.
New Customer
Triggers when a new customer is created.
About Zoho Books
Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.