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FacturaDirecta + WPForms

Create clients in FacturaDirecta from new form entries in WPForms

Save time and reduce manual effort by instantly creating new clients in FacturaDirecta whenever a new form entry is submitted in WPForms. This streamlined workflow helps you manage your clients more efficiently, ensuring their information is properly organized within your FacturaDirecta account as soon as they complete a form on your website.

Save time and reduce manual effort by instantly creating new clients in FacturaDirecta whenever a new form entry is submitted in WPForms. This streamlined workflow helps you manage your clients more efficiently, ensuring their information is properly organized within your FacturaDirecta account as soon as they complete a form on your website.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry 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

    Trigger
    Instant
    Try It

    • 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

    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    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
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About FacturaDirecta

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

Related categories

  • Accounting
wpforms logo
wpforms logo

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
Learn moreHelp

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Related Zap Templates

  • Create sales invoices in FacturaDirecta for new form entries in WPForms

Related Zap Templates

 

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