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FacturaDirecta + Gravity Forms

Create new FacturaDirecta clients from new Gravity Forms submissions

Automate your client management process with this efficient workflow. When a new entry is submitted in Gravity Forms, it directly results in the creation of a client in FacturaDirecta. This streamlines your client intake process, saving time and minimizing data entry errors. Simplify your business operations by incorporating this workflow into your process.

Automate your client management process with this efficient workflow. When a new entry is submitted in Gravity Forms, it directly results in the creation of a client in FacturaDirecta. This streamlines your client intake process, saving time and minimizing data entry errors. Simplify your business operations by incorporating this workflow into your process.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    FacturaDirectaFacturaDirecta
    Create Client

    Triggers when a new contact is added.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It

    • FormRequired

    Action
    Write

    • CompanyRequired

    • Find Customer By Email

    • NameRequired

    • Surname

    • Email

    • Phone

    • Fiscal Id

    • Is final customer

    • Address

    • City

    • Region/State

    • Zip Code

    • Country

    Action
    Write

    • CompanyRequired

    • Invoice IdRequired

    • Bank Id

    • Bank

    • Amount

    Action
    Write

    • FormRequired

    Action
    Write

    • CompanyRequired

    • Type

    Trigger
    Instant
    Try It

    • CompanyRequired

    • Customer ID

    • Find Customer By Email

    • Find Customer By FiscalId

    • Customer Name

    • Customer Surname

    • Customer Email

    • Customer Phone

    • Customer Fiscal Id

    • Is final customer

    • Customer Address

    • Customer City

    • Customer Region

    • Customer Zip Code

    • Customer Country

    • External ID

    • Create as draft

    • Series

    • Created Date

    • Due Date

    • Visible notes

    • Internal notes

    • Tags

    • PDF Template

    • Currency

    • Line Total Decimals

    • Invoice total

    • Taxes Included

    • Auto calculate taxes

    • Mark as paid

    • Bank

    • Payment method

    • Send document

    • Include facturae

    • Generate PDF

    • Generate Facturae

    • Product SKU

    • Description

    • Quantity

    • Unit Price

    • Amount

    • Tax Codes

    • Tax Name

    • Tax Rate

    • Discount Rate

    • Tax amount

    • Shipping Item

    • Shipping Amount

    • Shipping Description

    • Shipping Tax Codes

    • Shipping Tax Name

    • Shipping Tax Rate. (Ex: 0.21)

    • Shipping Discount Rate. (Ex: 0.05)

    • Shipping Tax Amount

    • Rates Base 100

    Action
    Write
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facturadirecta logo

About FacturaDirecta

FacturaDirecta is an easy accounting software for small business and freelancers.
Learn more

Related categories

  • Accounting
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gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn moreHelp

Related categories

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