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Gravity Forms + Pennylane

Create customer invoices in Pennylane from new form submissions in Gravity Forms

Simplify your invoicing process with this clever workflow. Once set up, each time a form is submitted in Gravity Forms, a corresponding customer invoice is instantly created in Pennylane. This saves you time and effort in transferring data manually between the two platforms, ensuring invoices are generated promptly and accurately.

Simplify your invoicing process with this clever workflow. Once set up, each time a form is submitted in Gravity Forms, a corresponding customer invoice is instantly created in Pennylane. This saves you time and effort in transferring data manually between the two platforms, ensuring invoices are generated promptly and accurately.

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

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    PennylanePennylane
    Create Customer Invoice

    Creates a new customer 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
  • Pennylane triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
    • State filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
    • FormRequired

    Action
    Write
    • State filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
    • State filter

    • Source filter

    • Customer identifier filter

    Trigger
    Scheduled
    Try It
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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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pennylane logo

About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

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