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.

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

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this...
    Maximizer CRMMaximizer CRM
    Create Personal Task

    Creates new Personal Task

    ActionWrite
  3. then do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    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
    • Entry typeRequired

    • CriteriaRequired

    • Select User Defined Fields (UDFs) to include

    Trigger
    Scheduled
    Try It
  • Maximizer CRM triggers, actions, and search

    New or Updated Appointment Entry

    Triggers when there is a new or updated Appointment entry

    Trigger
    Scheduled
    Try It
    • FormRequired

    Action
    Write
  • Maximizer CRM triggers, actions, and search

    Opportunity Stage Changed

    Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.

    Trigger
    Instant
    Try It
  • Maximizer CRM triggers, actions, and search

    Date Notification for Address Book Entry

    Triggers when Address Book entry reaches notification date

    Trigger
    Scheduled
    Try It
  • Maximizer CRM triggers, actions, and search

    Date Notification for Appointment Entry

    Triggers when Appointment entry reaches notification date

    Trigger
    Scheduled
    Try It
gravity-forms logo
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 more

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  • Forms & Surveys
  • WordPress

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xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn more

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  • Accounting

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maximizer logo
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About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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