Directly integrate with to begin let's set up a type form that will allow our clients to submit a request to purchase one of the products or.
Services we might be offering for this example we will keep the form simple and only have fields to collect the client's full name email address.
And service they would like to buy depending on how complex your business is and how much data you would like to collect from your client before generating an invoice.
You can extend the form accordingly next you need to set up an invoice generator app which will be used to generate invoices whenever a form is submitted.
Invoice generator app of your choice such as xero or quickbooks once you have your zoho invoice account created navigate over to the items page.
To create the good or service you would like to sell on the new item page specify the type of the item and give it a name please make sure that the names of these.
Items are the same as the ones you have specified on type form this will allow you to link the typeform service goods field with the equivalent zoho invoice item.
When generating the invoice finally enter a description for it and a selling price once you have all your items configured the next step is to connect your.
Zoho invoice account with a payment gateway of your choice to enable your clients to easily pay their invoices to do so navigate over to the online.
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Payments settings page
As you can see zoho invoice makes it very easy to connect to a range of payment gateways such as stripe.Paypal square braintree and to checkout for many typeform users this is a valuable extension since typeform can only be integrated with stripe at this stage.
Simply click on the setup now button and follow the steps to connect your chosen payment gateway once you do that you're all set to go it's now time to connect.
Type form with zoho invoice and automate this workflow to achieve this you first need to sign up for a free integromat account once you do so click on the create a new.
Scenario button on your dashboard click skip to proceed your scenario needs to begin with the trigger module which will monitor all the form submissions received from.
Your typeform simply search for the typeform app and then select the watch responses module click to add it to your scenario the first part is to create a connection.
With your typeform account so click on the add button next to the connection field to begin with a connection process now follow the steps and log into your typeform account.
To establish a connection once your connection is established enter the number of new form submissions you would like to receive each time this scenario is executed you.
Can set this to be a high number to make sure that all new form submissions are received in the form id field select the form you will be.
Receiving the submissions from
Next you need to specify which field data you would like to retrieve from each submission as you can see our example form has.Three fields and since they're all important for the creation of the invoice we will add all three finally click the yes option under.
Completed to make sure that this module only receives the form submissions that have been completed and that concludes the configuration for.
The first module of this scenario you're now able to retrieve the submissions that your clients make on type form next you need to instruct zoho invoice.
To create a new contact with the client's information without a new contact you will not be able to generate an invoice add a new module to your.
Scenario and search for the zoho invoice app select the create a contact module once again the first thing you need to do is establish a connection with your zoho invoice account click on.
The add button and enter your organization id which can be obtained by clicking on the profile icon on your zoho invoice account.
Now log in and follow the steps to establish a connection great to create a new contact you first have to specify their name since we want this process to.
Happen automatically we need to map the full name data element we have retrieved from the type 4 module earlier to do this click on the.
Contact name field and on the window that pops up click on the full name data element to add it to the field next select the currency you would like.
Your invoices to have this can be different from your zoho account base currency finally scroll all the way down to find the contact.
Persons field here you need to add a new item and once again map the required data elements from the type form module this module is now ready.
Next you need to add another module that will find the zoho invoice item that corresponds to the one that the client has selected on type form to achieve this you need to select the.
List items module on the list items module configuration window you now need to create a filter that will find.
The zoho invoice item that has an equivalent name to the one that the client has selected on type form in the first field of the filter choose.
Name for the field operation select equal to finally for the second field of the filter you need to map the service data element from the typeform module.
This module is now ready the next step is to create the invoice with all the data the scenario has gathered so far to do this.
Attach the zoho invoice create an invoice module to your scenario the first step to configuring this module is mapping the data element that contains the id.
Of the customer that the scenario has generated earlier on to do this select the map option next to the field and then map the contact id data element.
From the create a contact module next you need to add a contact person that will receive this invoice when it's created if you remember this is something that was.
Created in the create a contact module earlier on so the contact person id data element can be mapped from the create a contact module next you need to add the item you would.
Like to include on the invoice under line items click add item proceed to map the item id and rate data element from the list items module you have previously configured.
Finally in the quantity field enter 1 unless you have a field in your type form that enables the client to enter a quantity next for the send option you can select.
Yes if you would like the invoice to be sent to your client once it is generated if you select no then the invoice will be created as a draft and you will be.
Able to send it manually at a later stage for the ignore auto number generation option select no this will make sure that each invoice.
Is given a unique number finally scroll down to the date field click on it and select the now data element from the date and time tab on the pop-up window.
This will make sure that the invoice is due as soon as it is created this module is now configured the last step of this scenario is to enable your configured payment.
Gateway on the created invoice to do this attach the zoho invoice update and invoice module once again you will have to map the.
Contact id data element received from the create a contact module inside the customer id field you will then need to map the invoice id.
