How to create new QuickBooks Online invoices for each respondent submitted in Google Forms

Relay.app is an automation tool that lets you automate actions across Google Forms, QuickBooks Online, and many other apps. In this guide, we'll show you how to automatically run the “create invoice” action in QuickBooks Online for each form response submitted in Google Forms using Relay.app.
Google Forms logoGoogle Forms > QuickBooks Online
Trigger
Last triggered
Google Forms logoForm response submitted
QuickBooks Online logoCreate invoice
1

Create your playbook and set the Google Forms trigger as "Form response submitted"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To set up this playbook, click "Add trigger" and then select "Form response submitted" under Google Forms. Then, select the form. This will allow your playbook to automatically detect the newly received response in Google Forms and initiate necessary actions.

If this is your first time using a Google Forms integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Create invoice" in QuickBooks Online automation

Integrate the QuickBooks Online automation into your playbook to ensure the prompt creation of a new invoice for each new response submitted in Google Forms.

Click the "Add step" button, then locate the "Create invoice" automation for QuickBooks Online and input the mandatory and relevant details.

If your QuickBooks Online account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your QuickBooks Online account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new invoice for each new response. Once turned on, it will respond whenever a new response submitted in Google Forms by creating a invoice in QuickBooks Online without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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