Zoho Books + Gravity Forms Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Gravity Forms
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Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
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.
Gravity Forms IntegrationsBest ways to Integrate Zoho Books + Gravity Forms
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Zoho Books + Gravity Forms
New Entry in Gravity Forms when New Item is created in Zoho Books Read More...When this happens...
New Item
Then do this...
New Entry
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Zoho Books + Gravity Forms
Submit Form in Gravity Forms when New Item is created in Zoho Books Read More...When this happens...
New Item
Then do this...
Submit Form
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Zoho Books + Gravity Forms
New Entry in Gravity Forms when New Contact is created in Zoho Books Read More...When this happens...
New Contact
Then do this...
New Entry
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Zoho Books + Gravity Forms
Submit Form in Gravity Forms when New Contact is created in Zoho Books Read More...When this happens...
New Contact
Then do this...
Submit Form
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Zoho Books + Gravity Forms
New Entry in Gravity Forms when New Sales Invoice is created in Zoho Books Read More...When this happens...
New Sales Invoice
Then do this...
New Entry
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho Books + Gravity Forms without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is created.
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New Credit Notes
Triggers every time a new credit note is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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New Sales Order
Triggers every time a new sales order is created.
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Form Submission
Triggers when a new specified form is submitted.
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Create Bill
Creates a new bill.
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Create Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
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Update Sales Invoice
Updates an existing invoice in Zoho Books.
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New Entry
Creates a new form entry.
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Submit Form
Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.
How Zoho Books & Gravity Forms Integrations Work
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Step 1: Choose Zoho Books as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Gravity Forms as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho Books to Gravity Forms.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Books and Gravity Forms
Zoho Books
Zoho Books is an integrated accounting software with full bookkeeping, invoicing, inventory management and more. It’s highly customizable and comes with a complete online suite of business tops to help you manage your business.
By integrating Zoho Books with Gravity Forms, you can now easily create and send invoices right from within the form builder. You can also print invoices and reports after uploading them to your Zoho Books account.
Gravity Forms
Gravity Forms is a WordPress plugin that adds a contact form builder to any WordPress website or blog in minutes. Whether you run a small personal blog or a large corporate site, Gravity Forms is the easiest way to add a contact form to WordPress.
Integration of Zoho Books and Gravity Forms
Integrating Zoho Books with Gravity Forms enables you to cplect payments and print invoices from within the form builder. You can now create custom invoice templates for each of your clients. The invoices are then automatically uploaded to your Zoho Books account. In addition, you can use Zoho Reports to generate detailed reports and analytics about your business activities.
Benefits of Integration of Zoho Books and Gravity Forms
Integrating Zoho Books with Gravity Forms lets you automate billing and invoicing for your clients. You can save time by not having to manually create and send invoices. You can also reduce errors, since the data entry will be consistent across all forms. You can save money by reducing labor costs. And you can increase revenues, since you won’t have to manually send invoices or records of payments to clients.
We hope this article has helped you learn more about Zoho Books and Gravity Forms integration. For more information, please visit http://www.zohocreative.com/integrations-with-gravity-forms/.
The process to integrate Zoho Books and Gravity Forms 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.
