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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Form Submission" from Gravity Forms.

Add your action

An action happens after the trigger—such as "Inbox Attachment" in The Bookie.

You’re connected!

Zapier seamlessly connects Gravity Forms and The Bookie, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Gravity Forms to The Bookie integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Gravity Forms and The Bookie to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  Required
Action
Write
Sales Invoice Created
Triggers when new Invoice is created.
Trigger
Instant
Try It
- Filename
  Required
- File
  Required
Action
Write
- Invoice Date
  Required
- Payment Reference
- Shifted VAT
- Invoice contains revenue
- Description
  Required
- Amount (excl. VAT)
  Required
- VAT Amount
  Required
- VAT %
- Ledger Account
  Required
- Attachment
- Attachment (URL)
Action
Write
- Contact Name
  Required
Action
Search

- Form
  Required
Action
Write
- Trigger Event
  Required
Trigger
Instant
Try It
Sales Invoice Paid
Triggers when invoice state is changed to paid.
Trigger
Instant
Try It
- Contact Name
  Required
- Contact is a Supplier
- Contact is a Client
- Street Name
- House Number
- House Number Suffix
- Extra Address Line
- Postal Code
- City
- Country
- VAT number
- Email
- Extra Information
- First Name of Representative
- Last Name of Representative
Action
Write
- Invoice Number
- Invoice Date
  Required
- Shifted VAT
- Generate PDF
- Description
  Required
- Amount (excl. VAT)
  Required
- VAT %
- Quantity
  Required
Action
Write
- Contact Name
  Required
- Contact is a Supplier
- Contact is a Client
- Street Name
- House Number
- House Number Suffix
- Extra Address Line
- Postal Code
- City
- Country
- VAT number
- Email
- Extra Information
- First Name of Representative
- Last Name of Representative
Action
Search or write

Learn how to automate Gravity Forms on the Zapier blog

About Gravity Forms

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

Learn moreLearn moreHelpHelp

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Forms & Surveys WordPress

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About The Bookie

The Bookie is a full service accounting tool. Manage your company's finances online and let our accountants handle everything with the tax authorities.

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