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Gravity Forms + Holded

Create new sales invoices in Holded for updated form submissions in Gravity Forms

Manage your invoicing processes smoother with this streamlined workflow. Upon a form submission in Gravity Forms, it instantly generates a sales invoice in Holded, eradicating manual data entry. So, you can focus more on your business while this integration ensures your invoicing keeps up with your new orders effortlessly.

Manage your invoicing processes smoother with this streamlined workflow. Upon a form submission in Gravity Forms, it instantly generates a sales invoice in Holded, eradicating manual data entry. So, you can focus more on your business while this integration ensures your invoicing keeps up with your new orders effortlessly.

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

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    HoldedHolded
    Create Sales Invoice

    Creates a sales invoice

    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
  • Holded triggers, actions, and search

    New Deal

    Triggers when a new CRM Deal is created

    Trigger
    Scheduled
    Try It
    • FormRequired

    Action
    Write
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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

  • Forms & Surveys
  • WordPress

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holded logo
holded logo

About Holded

The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.

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