Google Forms and Zoho Books Integration

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Automatically create Zoho Books invoices from Google Forms submissions. Latenode's visual editor and JavaScript support make custom logic easy, and affordable pricing scales with your business.

Swap Apps

Google Forms

Zoho Books

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google Forms and Zoho Books

Create a New Scenario to Connect Google Forms and Zoho Books

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Google Forms, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Forms or Zoho Books will be your first step. To do this, click "Choose an app," find Google Forms or Zoho Books, and select the appropriate trigger to start the scenario.

Add the Google Forms Node

Select the Google Forms node from the app selection panel on the right.

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Google Forms

Configure the Google Forms

Click on the Google Forms node to configure it. You can modify the Google Forms URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Google Forms

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Connect Google Forms

Sign In

Run node once

Add the Zoho Books Node

Next, click the plus (+) icon on the Google Forms node, select Zoho Books from the list of available apps, and choose the action you need from the list of nodes within Zoho Books.

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Google Forms

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Zoho Books

Authenticate Zoho Books

Now, click the Zoho Books node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Books settings. Authentication allows you to use Zoho Books through Latenode.

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Zoho Books

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Connect Zoho Books

Sign In

Run node once

Configure the Google Forms and Zoho Books Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Zoho Books Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

Set Up the Google Forms and Zoho Books Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Google Forms, Zoho Books, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Google Forms and Zoho Books integration works as expected. Depending on your setup, data should flow between Google Forms and Zoho Books (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Google Forms and Zoho Books

Google Forms + Zoho Books + Slack: When a new form response is submitted in Google Forms, a draft invoice is created in Zoho Books. A notification is then sent to a Slack channel to alert the team about the new invoice draft.

Zoho Books + Google Forms + Google Sheets: When a new sales invoice is created in Zoho Books, the details are added to a new row in a Google Sheet that is initially populated through a Google Form. This allows for tracking invoice payments in the spreadsheet.

Google Forms and Zoho Books integration alternatives

About Google Forms

Capture form data in Latenode to automate follow-ups or updates. Skip manual data entry; trigger workflows from new submissions to update databases, send emails, or create tasks in project management tools. Connect to 1000+ apps and use AI to process results without code.

About Zoho Books

Automate Zoho Books tasks inside Latenode. Create invoices, track payments, and manage contacts in response to triggers from other apps. Connect accounting data to your CRM, e-commerce, or marketing platforms with no-code ease. Customize workflows with JavaScript for complex calculations and conditional logic. Pay only for execution time.

See how Latenode works

FAQ Google Forms and Zoho Books

How can I connect my Google Forms account to Zoho Books using Latenode?

To connect your Google Forms account to Zoho Books on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Google Forms and click on "Connect".
  • Authenticate your Google Forms and Zoho Books accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Zoho Books invoices from form submissions?

Yes, with Latenode you can automate invoice creation using form data. Latenode's visual editor simplifies complex workflows, offering no-code blocks and JavaScript support for advanced customization.

What types of tasks can I perform by integrating Google Forms with Zoho Books?

Integrating Google Forms with Zoho Books allows you to perform various tasks, including:

  • Create new Zoho Books contacts from Google Forms submissions.
  • Update existing contact information based on form responses.
  • Generate sales orders in Zoho Books when a form is submitted.
  • Send automated thank-you emails via Zoho Books.
  • Track lead generation and conversion rates.

HowsecureisdatawhenlinkingGoogleFormsandZohoBooksviaLatenode?

Latenode employs robust security measures including encryption and secure authentication protocols ensuring data integrity and confidentiality when transferring data.

Are there any limitations to the Google Forms and Zoho Books integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex conditional logic may require JavaScript for customization.
  • Large data transfers can impact workflow execution time.
  • Custom fields in Zoho Books may need manual mapping.

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