Connect Gravity Forms and QuickBooks Online to unlock the power of automation
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Set up your first integration
Quickly connect Gravity Forms to QuickBooks Online with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Gravity Forms with QuickBooks Online - 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 "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects Gravity Forms and QuickBooks Online, automating your workflow.
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Frequently Asked Questions about Gravity Forms + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gravity Forms and QuickBooks Online
How do I connect Gravity Forms to QuickBooks Online?
To connect Gravity Forms to QuickBooks Online, you'll first need to use a third-party integration platform like ours. You'll set up a 'trigger' in Gravity Forms—such as a new form submission—and an 'action' in QuickBooks Online, such as creating a new customer or invoice. Once both applications are connected through our platform, each form submission will automatically execute the desired action in QuickBooks.
What triggers are available for Gravity Forms?
Available triggers for Gravity Forms include new form submissions. These triggers can be customized further with conditional logic based on the specific fields filled out in the form.
What actions can I perform in QuickBooks Online from a Gravity Form submission?
From a Gravity Form submission, you can trigger actions in QuickBooks Online such as creating or updating contacts, generating invoices, and recording sales receipts. The exact action will depend on how you configure your integration through our platform.
Can I update existing contacts in QuickBooks from Gravity Forms submissions?
Yes, it's possible to update existing contacts in QuickBooks Online via a form submission from Gravity Forms. By using our integration tools, you can set an action that matches incoming data with existing contact records and updates them accordingly.
Do I need any technical skills to integrate Gravity Forms with QuickBooks Online?
You don't need advanced technical skills to set up this integration. Our platform provides an intuitive interface for selecting triggers and actions between the two applications and handles the complex tasks behind the scenes.
Are there any limitations when integrating Gravity Forms with QuickBooks Online?
While most standard use cases are supported, certain advanced workflows might require custom solutions or additional steps within our platform. Some highly complex scenarios may also involve certain field mappings not directly supported by default.
How do I test my integration between Gravity Forms and QuickBooks Online?
Testing your integration is crucial to ensure that everything works smoothly. After setting it up on our platform, you can submit test data through your forms which will simulate real entries being processed into your QuickBooks account as per your configured actions.
Practical ways you can use Gravity Forms and QuickBooks Online
Track customer data after form submissions
When a form is submitted in Gravity Forms, Zapier automatically creates a new customer in QuickBooks Online. This eliminates the manual work of transferring customer data, reduces entry errors, and ensures your accounting records are immediately updated after every form submission.
Business Owner
Log vendor updates in IT forms
When a new vendor is added in QuickBooks Online, Zapier automatically creates an entry in a Gravity Form used for IT tracking. This keeps IT teams aligned with vendor changes and avoids missed updates, boosting team efficiency.
ITCollect marketing expenses from forms
When a form is submitted in Gravity Forms for a marketing expense, Zapier automatically logs the expense in QuickBooks Online. This ensures accurate financial tracking for every campaign and minimizes manual administrative work for the marketing team.
Marketing & Marketing OpsSupported 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 Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerInstant - New Customer
Triggers when you add a new customer.
Try ItTriggerInstant
- FormRequired
ActionWrite- New Account
Triggers when you add a new account.
Try ItTriggerInstant - New Bill
Triggers when a new bill is added.
Try ItTriggerInstant - Estimate Emailed
Triggers when an estimate is emailed.
Try ItTriggerInstant
