Save new Jotform submissions to Google Docs
How this automation works
Automatically create new customers in QuickBooks Online whenever someone submits your Jotform. This Applet runs each time a new form submission is received, using the submission details to generate a customer record. Ideal for businesses managing client intake through Jotform and tracking them in QuickBooks Online for smooth accounting and CRM integration.
If
Trigger ingredients
IP
FormTitle
SubmissionDateTime
TotalSubmissions
FormID
SubmissionID
RichTextData
SpreadsheetData
FilteredRichTextData
FilteredSpreadsheetData
FileUrl
Then
Action fields
display_name
company
customer_type
email
phone
address_line_1
address_line_2
city
state
zip
website
notes
fax
bill_with_parent
job_parent_customer
Services used in this Applet
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Create your own Jotform and QuickBooks Online workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
9 triggers, queries, and actions
New customer
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new customer.
New invoice
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new invoice is created.
New payment
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new payment is created.
New submission
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires on a new form submission.
Find customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns Quickbooks Online customers.
History of submissions
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of new form submissions.
Create customer
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a customer.
Create invoice
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a Quickbooks Online invoice.
Create sales receipt
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a sales receipt.
Create customer
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a customer.
Create invoice
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a Quickbooks Online invoice.
Create sales receipt
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a sales receipt.
Find customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns Quickbooks Online customers.
History of submissions
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of new form submissions.
New customer
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new customer.
New invoice
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new invoice is created.
New payment
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new payment is created.
New submission
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires on a new form submission.
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
More on Jotform and QuickBooks Online
About Jotform
Jotform builds powerful forms, moving your organization from busywork to less work. Powerful forms get it done.
Jotform builds powerful forms, moving your organization from busywork to less work. Powerful forms get it done.
About QuickBooks Online
Take control of your business by saving time on bookkeeping and paperwork with QuickBooks Online.
QuickBooks Online is designed to help you manage your business finances with ease. Grow your business effortlessly with our all-in-one online business software.
Take control of your business by saving time on bookkeeping and paperwork with QuickBooks Online.
QuickBooks Online is designed to help you manage your business finances with ease. Grow your business effortlessly with our all-in-one online business software.