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Set up your first integration
Quickly connect Gravity Forms to Moneybird with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Gravity Forms with Moneybird - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Form Submission" from Gravity Forms.
Add your action
An action happens after the trigger—such as "Add Attachment to New Document" in Moneybird.
You’re connected!
Zapier seamlessly connects Gravity Forms and Moneybird, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- New Quote
Triggers when a new quote is created.
Try ItTriggerInstant - Document idRequired
- File urlRequired
ActionWrite
- FormRequired
ActionWrite- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - New Sales Invoice
Triggers when a new sales invoice is created.
Try ItTriggerInstant - Company 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
ActionWrite
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