Invite clients to satisfaction surveys after payment

When a payment is received in Zoho Invoice, automatically add the customer as a respondent in Formlets to collect post-service feedback.

Try:

See all Zoho Invoice + Formlets integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Zoho Invoice Explore Zoho Invoice →

Triggers

New invoice created

Fires when a new invoice is created in Zoho Invoice.

Payment received

Fires when a payment is recorded in Zoho Invoice.

Invoice overdue

Fires when an invoice in Zoho Invoice passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Zoho Invoice.

Actions

Create invoice

Creates a new invoice in Zoho Invoice.

Record payment

Records a payment against an invoice in Zoho Invoice.

Create expense

Creates a new expense entry in Zoho Invoice.

Sync customer record

Syncs a customer's billing record in Zoho Invoice.

Formlets Explore Formlets →

Triggers

New form response

Fires when a form is submitted in Formlets.

Survey completed

Fires when a respondent finishes a survey in Formlets.

Response updated

Fires when an existing response is edited in Formlets.

Actions

Create or update form

Creates or updates a form or survey in Formlets.

Retrieve a response

Looks up a specific form response in Formlets.

Add a respondent

Adds a respondent or contact to a form in Formlets.

Generate invoices from intake form responses When a customer submits an order form in Formlets, automatically create a detailed invoice in Zoho Invoice to streamline client billing. See details

Sync customer profile changes from updated surveys When a respondent updates their feedback details in Formlets, automatically sync their revised contact information in Zoho Invoice. See details

See all Zoho Invoice + Formlets integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Invite clients to satisfaction surveys after payment” between Zoho Invoice and Formlets?

Yes — describe it in the box above and Knit's Integrations Agent researches Zoho Invoice and Formlets's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can order form submissions generate customer invoices?

Yes, completing a request or order form in Formlets can automatically generate a corresponding customer invoice in Zoho Invoice.

How can I survey customers after they pay an invoice?

When a payment is recorded in Zoho Invoice, you can automatically add the client as a survey respondent in Formlets to request feedback.