Gravity Forms + Moneybird
Create sales invoices in Moneybird from new Gravity Forms submissions
Streamline your invoicing process with a simple automation! When you receive a new form submission in Gravity Forms, this workflow creates a sales invoice in Moneybird instantly. This ensures your financial records remain accurate and up-to-date without the need for manual data entry, making your accounting tasks efficient and hassle-free.
Streamline your invoicing process with a simple automation! When you receive a new form submission in Gravity Forms, this workflow creates a sales invoice in Moneybird instantly. This ensures your financial records remain accurate and up-to-date without the need for manual data entry, making your accounting tasks efficient and hassle-free.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Sales Invoice
Triggers when a new sales invoice is created.
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
New Quote
Triggers when a new quote is created.
Try ItDocument idRequired
File urlRequired
FormRequired
New Contact
Triggers when a new contact is created.
Try ItNew Sales Invoice
Triggers when a new sales invoice is created.
Try ItCompany Name
Address1
Address2
Zipcode
City
Country
Email
Phone
Delivery Method
Customer Id
Tax Number
Firstname
Lastname
Chamber Of Commerce
Send Invoices To Attention
Send Invoices To Email
Send Quotes To Attention
Send Quotes To Email
Import Job
Sepa Active
Sepa Iban
Sepa Iban Account Name
Sepa Bic
Sepa Mandate Id
Sepa Mandate Date
Sepa Sequence Type
Email Ubl
