Zoho Books is cloud accounting for invoicing, expenses, payments, and tax‑ready reports. Connecting Cognito Forms with Zoho Books turns submissions into customers, invoices, payments, and expenses—so your books stay current.

Automate bookkeeping from each submission. You can issue invoices, keep customer data accurate, and speed reconciliation.

Create invoices directly from orders
Sync new and existing customers
Capture expenses with receipt uploads

Use this integration to:

Create or update customers and invoices
Record payments, credits, or expenses
Attach uploaded files to records

Use this integration when you

Use Zoho Books to bill from online orders, sync customer details as they change, and track payments and expenses without spreadsheets.

Commonly used on:

How It Works

Create a new Zap
1. Log in to Zapier
2. Click “Make a Zap” and choose Cognito Forms as the trigger app
Define the trigger
1. Select “New Entry” as the trigger event
2. Authenticate your Cognito Forms account and choose your form
Connect to Zoho Books
1. Select Zoho Books as the action app
2. Choose the desired action (e.g., Create Invoice, Create Contact)
3. Authenticate and authorize your Zoho Books account
Map form data
1. Match Cognito Forms fields to Zoho Books fields for accurate data transfer
Test and verify
1. Submit a sample form entry
2. Check the results in your Zoho Books account to confirm accuracy
Activate automation
1. Turn on your Zap to automatically sync future form submissions

Still need help? Check out our Zapier support article.

Accounting