Gravity Forms + Xero + Maximizer CRM
Create Xero invoices and Maximizer tasks from new Gravity Forms submissions
Close the gap between placing an order and generating an invoice with this integration. Imagine the efficiency of creating Xero invoices automatically for each new Gravity Forms submission, ensuring easy and accurate financial transactions. Simultaneously, this Zap will generate Maximizer tasks, keeping you organized and on top of crucial follow-ups.
Close the gap between placing an order and generating an invoice with this integration. Imagine the efficiency of creating Xero invoices automatically for each new Gravity Forms submission, ensuring easy and accurate financial transactions. Simultaneously, this Zap will generate Maximizer tasks, keeping you organized and on top of crucial follow-ups.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this...Create Personal Task
Creates new Personal Task
- then do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
Entry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItNew or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try It
FormRequired
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItDate Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItDate Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try It
