How do I generate a Zoho Books invoice and schedule in ServiceTrade when a website form is submitted?

Question

Hello! My name is Rube we provide commercial cleaning services for restaurants. I am looking for plugin to connect our website form submission to our zohobooks were we can create an invoice then schedule the service in servicetrade our service management solution. Does Zapier allow for a three way connections? Is there a most optimal way of connecting three separate software platforms into a sales funnel where a customer completes the form, accepts the service price and can schedule all at once. I look forward to hearing back

Best,

nicksimard · Answer

Hi @Rampro!That’s totally doable :)You could build one single Zap that looks like this (you may have to create a contactfirst in ServiceTrade, but you can do that in the Zap as well):You can start the process on this page:https://zapier.com/apps/happyforms/integrations/zoho-books--servicetradeWhy don’t you try that out and let us know if you run into any issues!

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