Formidable Forms
Zoho Invoice

Integrate Formidable Forms with Zoho Invoice

Someone fills in a form you built with Formidable Forms, and the record shows up in Zoho Invoice. Every field maps straight across the instant the form is submitted — a direct, real-time connection that runs entirely on your own WordPress site.

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Triggers & Actions

What a Formidable Forms → Zoho Invoice connection can do

TRIGGERS

When this happens in Formidable Forms

Form Submitted
Fires the moment a visitor submits the form you picked, and maps its fields straight across.
Form Submitted + Filter
Same trigger, but only continues when the conditions you set on the submitted fields are met.
ACTIONS

What the connection can do in Zoho Invoice

Organisation
The Zoho Invoice organisation this connection sends to.
ACTIONS

Pick one action per connection

Add New Contact
Create a new customer contact from your mapped fields.
Create or Update Contact
Match on a field you choose — update the contact when it exists, create it when it does not.
Add New Item
Create a new item from your mapped fields.
Create or Update Item
Match on SKU or another identifier — update the item when it exists, create it when it does not.
Generate Invoice
Create an invoice from your mapped fields.

How to Integrate (Simple 4 Steps)

1
Install & Activate
Install Integrazo Automator from WordPress.org and activate it.
2
Connect Zoho Invoice
Add a Connection once — the token is encrypted and reused by every connection.
3
Select Formidable Forms
Pick the form, add Zoho Invoice as the destination, map the fields — done.
4
Test & Enable
Hit Test Run, then switch the connection on — every run is logged.
No Coding Required
Build connections without a line of code
Save Time
Direct, one-time setup — no workflow to maintain
Secure & Reliable
Tokens encrypted, every run logged
Real-time Sync
Records appear in Zoho Invoice immediately

Frequently Asked Questions

Everything you need to know about the Formidable Forms & Zoho Invoice integration

No. Install Integrazo Automator, authorise Zoho Invoice once, pick the form as your trigger, map the entry fields to Zoho Invoice fields and switch the connection on. There is no webhook URL to paste and no JSON to write.

Contacts, items or invoices — pick which action runs when you build the connection. Estimates and expenses aren’t supported.

Yes. Every one of your entry fields is offered against every field on the action you picked, standard and custom alike — pick the ones you want mapped.

Not with Add New Contact or Add New Item — those always create. Use Create or Update Contact or Create or Update Item instead, and a matching entry is updated rather than duplicated.

Yes. Add a filter condition on any mapped field — contains, equals, starts with, is empty and the rest, combined with AND/OR — and only entries matching it are sent to Zoho Invoice. Everything else is skipped and still shows up in your Logs.

The run is logged as failed with the error Zoho returned, and the submission is still saved in WordPress — nothing is lost. Once the problem is fixed, the next matching submission goes through as normal.

No. The connection runs on your own WordPress site and talks to Zoho Invoice directly. The OAuth token is encrypted in your database, and there is no middleman service holding a copy of your data.

The core plugin is free on WordPress.org and covers a single connection. Pro adds unlimited connections, multiple organisations in one connection, and priority support.