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Gravity Forms + WHMCS Integrations

Appy Pie Connect allows you to automate multiple workflows between Gravity Forms and WHMCS

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Gravity Forms

Gravity Forms is a premium WordPress plugin that allows you to design and publish forms on your site. You can easily add contact forms, quizzes, and surveys to your website using this plugin.

About WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

WHMCS Integrations

Best ways to Integrate Gravity Forms + WHMCS

  • Gravity Forms WHMCS

    Gravity Forms + WHMCS

    Create Client from whmcs from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    WHMCS Create Client
  • Gravity Forms WHMCS

    Gravity Forms + WHMCS

    Create Invoice from whmcs from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    WHMCS Create Invoice
  • Gravity Forms WHMCS

    Gravity Forms + WHMCS

    Create Ticket from whmcs from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    WHMCS Create Ticket
  • Gravity Forms Gravity Forms

    WHMCS + Gravity Forms

    New Entry in Gravity Forms when New Invoice is created in whmcs Read More...
    Close
    When this happens...
    Gravity Forms New Invoice
     
    Then do this...
    Gravity Forms New Entry
  • Gravity Forms Gravity Forms

    WHMCS + Gravity Forms

    Submit Form in Gravity Forms when New Invoice is created in whmcs Read More...
    Close
    When this happens...
    Gravity Forms New Invoice
     
    Then do this...
    Gravity Forms Submit Form
  • Gravity Forms {{item.actionAppName}}

    Gravity Forms + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Gravity Forms + WHMCS in easier way

It's easy to connect Gravity Forms + WHMCS without coding knowledge. Start creating your own business flow.

    Triggers
  • Form Submission

    Triggers when a new specified form is submitted.

  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

  • New Ticket

    Triggers whenever a new ticket is created.

    Actions
  • New Entry

    Creates a new form entry.

  • Submit Form

    Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

  • Create Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Create Update Client

    Creates a new client or updates an existing one.

How Gravity Forms & WHMCS Integrations Work

  1. Step 1: Choose Gravity Forms as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick WHMCS as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Gravity Forms to WHMCS.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Gravity Forms and WHMCS

Gravity Forms

Gravity Forms is a WordPress plugin that has taken the world by storm. It has taken the WordPress community by storm, and you can do many things with it. It's flexible, powerful, easy to use, and has great documentation. You can create forms that are based on WordPress post types, or build your own form type from scratch.

You can also integrate Gravity Forms with other plugins, like WHMCS for example. It's really nice because it allows you to take advantage of Gravity Form's flexibility while taking care of your billing needs.

WHMCS

WHMCS is a billing system for your clients. It's integrated into your WordPress website so that you can bill your clients directly through your website. You can also download it for free if you don't want clients to pay you through your site.

Integration of Gravity Forms and WHMCS

First, I'll tell you how to integrate Gravity Forms with WHMCS so that you can create an invoice for your client in WHMCS. You can do this by creating a form to cplect the billing information for each client.

  • Go to your gravity forms dashboard, and click "New Form".
  • Create a new form by pasting in the fplowing code into the form builder section of the page. Replace the red text with the appropriate information for your client.
  • Paste in the fplowing code into the "Additional fields" section of the page, again replacing the red text with the appropriate information for your client.
  • Click "Save & Close", then "Publish" when prompted to publish your form. It will appear on your site in the same way as all other posts in WordPress.
  • Next, go to WHMCS in your WordPress dashboard and click on "Billing" at the top of the page.
  • Now that your form is published, if you navigate to "New Invoice" there will be a place where you can select which form to use for an invoice. Select your form, then fill out the rest of the details. Remember to tick the box next to "Allow Recurring Billing". You'll also have to put in your price if you charge per month or per year, etc.. If you charge per hour, just put in an hourly cost, but use a time period after setting up time tracking in WHMCS. WHMCS comes with time tracking built-in so you won't have to worry about that!
  • When done selecting everything, press "Save Invoice". You can now view or send an invoice online for this client! Your client will receive an email informing them of the invoice which they can pay directly through their dashboard on your site. They can login at any time, see their invoices, and pay them directly through your site. All you have to do is remember to bill them each month or at whatever interval you need. The payment process is automated thanks to Gravity Forms and WHMCS! There are no more checks or payments to ship! Those days are over! Now let's see some of the other benefits of using this integration…

Benefits of Integration of Gravity Forms and WHMCS

There are some significant benefits to using this integration. The first one is that it makes payments much more transparent. You won't have to wonder if payments are coming in on time or not because WHMCS will show you exactly what's happening with payments for each client! This means you'll know if there's a problem with payments or not before it becomes a serious issue. You'll also be able to track how much money is coming in so you know if things are going well or not. This is huge! Another benefit is that you won't have to deal with checks anymore (or stamps if you're doing paper checks. There's always a chance that something could go wrong with checks, like if they get lost in the mail or something like that. With payments through WHMCS there's no chance of anything like that happening! Another benefit of using this integration is that you'll never have to worry about sending payments yourself again (unless you want to. If you don't want to handle payments on your own, then WHMCS takes care of it for you automatically! You can set up multiple clients and invoices so you won't have to worry about forgetting to send someone an invoice if they have multiple services with you. If there's anything wrong with an invoice it gets returned automatically so no one accidentally pays an invoice twice which would cause problems! Also, because payments are handled automatically through WHMCS, there's no chance of human error causing problems either… Which means no more over-charging clients or accidentally giving them a discount they didn't deserve! The payments are completely automated so there's no need for human error at all which means everything will work smoothly and perfectly every single time! Finally, payments through WHMCS are much easier for clients. They won't have to write checks or remember anything they need to do because everything will be handled by WHMCS! The payments also happen instantly so clients will get their money quickly without having to wait for a check in the mail! That's why stock photos are important!

Conclusion

The process to integrate Gravity Forms and WHMCS may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.