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.
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.Xero Integrations
Gravity Forms + XeroCreate Sales Invoice from Xero from Form Submission to Gravity Forms Read More...
Gravity Forms + XeroCreate Purchase Order from Xero from Form Submission to Gravity Forms Read More...
Gravity Forms + XeroCreate/Update Contact from Xero from Form Submission to Gravity Forms Read More...
Gravity Forms + XeroCreate Payment from Xero from Form Submission to Gravity Forms Read More...
It's easy to connect Gravity Forms + Xero without coding knowledge. Start creating your own business flow.
Triggers when a new specified form is submitted.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Creates a new form entry.
Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
Gravity Forms is a highly customizable and flexible plugin that allows users to add any kind of form to their WordPress website. Gravity Forms allows users to design forms, including, but not limited to. Contact Forms, Survey Forms, Registration Forms, and more. Gravity Forms provides a drag and drop interface for building forms in a manner which is both convenient and simple to use. Gravity Forms offers a wide variety of features including conditional logic on form fields, conditional logic on submission processing, if/then statements, multiple submit buttons, email notifications, customizable field validation, the ability to display your forms on any page or post of your choice on your website, custom CSS options.
Xero is an accounting platform aimed at small businesses. It provides small business owners with financial management software designed specifically for the needs of small businesses. Xero has recently partnered with Gravity Forms which allows users to integrate Gravity Forms with Xero. This integration enables small business owners to create forms on their Xero account and automatically route submissions of these forms to the appropriate person within their organization who will then complete the form.
Integration of Gravity Forms and Xero is seamless. Once users have installed and activated the Gravity Form for Xero addon, they can begin creating their forms. The addon adds an additional tab under the Settings Tab for “Xero Addons”. Here users can select which of their clients they want their forms to appear on. The user can also change the default action on successful submissions (Approve/Reject. or use the default settings (Approve/Reject/Update. With this addon, users are able to integrate their Gravity Forms with Xero in minutes!
It saves time! Users are able to spend less time creating forms, processing data manually, and creating reports because it all happens automatically now.
Users are able to spend less time creating forms, processing data manually, and creating reports because it all happens automatically now. It saves money! Users no longer need to create expensive spreadsheets or hire expensive outsourced workers to process data for them.
Users no longer need to create expensive spreadsheets or hire expensive outsourced workers to process data for them. It reduces errors! Users are no longer making mistakes by doing everything manually. No more typos!
It is clear that there are many benefits to integrating Gravity Forms with Xero. I hope you found this article useful!
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