Gravity Forms + Moneybird

Gravity Forms + Moneybird integrations

Create sales invoices in Moneybird from new Gravity Forms submissions

Streamline your invoicing process with a simple automation! When you receive a new form submission in Gravity Forms, this workflow creates a sales invoice in Moneybird instantly. This ensures your financial records remain accurate and up-to-date without the need for manual data entry, making your accounting tasks efficient and hassle-free.

When this happens...
Form SubmissionTriggers when the specified form is submitted.
TriggerInstant
automatically do this!
Create Sales InvoiceTriggers when a new sales invoice is created.
ActionWrite

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More things you can do with Gravity Forms and Moneybird

Discover other triggers and actions you can use with Gravity Forms and Moneybird

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  Required
Action
Write
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
- Document id
  Required
- File url
  Required
Action
Write
- Reference
  Required
- Date
  Required
- Contact Id
  Required
Action
Write

- Contact Id
  Required
- Reference
- Invoice Sequence Id
- Remove Invoice Sequence Id
- Invoice Date
- First Due Interval
- Currency
- Prices Are Incl Tax
- Payment Conditions
- Discount
- Description
- Period
- Price
- Amount
- Tax Rate Id
- Ledger Account Id
- Row Order
Action
Write
- Query
Action
Search

- Query
- 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
Action
Search or write

- Form
  Required
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Instant
Try It
- 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
Action
Write
- Contact Id
  Required
- Reference
- Quote Date
- Remove Quote Sequence Id
- Language
- Currency
- Prices Are Incl Tax
- Show Tax
- First Due Interval
- Pre Text
- Post Text
- Discount
- Description
- Period
- Price
- Amount
- Tax Rate Id
- Ledger Account Id
- Row Order
Action
Write
- Sales invoice id
  Required
- Delivery Method
- Sending Scheduled
- Deliver UBL
- Mergeable
- Email Address
- Email Message
- Invoice Date
Action
Write
- Name
- Percentage
- Country
Action
Search

About Gravity Forms

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

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

WordPress

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Formdesk

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Zoho Creator

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Formidable Forms

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About Moneybird

Moneybird provides cloud accounting for SME's in Holland.

Learn moreLearn moreHelpHelp

Related categories

Accounting

Related Zap Templates

Create Moneybird quotes from new Gravity Forms form submissions

Create new Moneybird contacts from Gravity Forms submissions