Integrate Zoho Books with Gravity Forms

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

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About Zoho Books

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 Integrations

Best Zoho Books and Gravity Forms Integrations

  • Zoho Books Integration Gravity Forms Integration

    Zoho Books + Gravity Forms

    New Entry in Gravity Forms when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Gravity Forms Integration New Entry
  • Zoho Books Integration Gravity Forms Integration

    Zoho Books + Gravity Forms

    Submit Form in Gravity Forms when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Gravity Forms Integration Submit Form
  • Zoho Books Integration Gravity Forms Integration

    Zoho Books + Gravity Forms

    New Entry in Gravity Forms when New Contact is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Contact
     
    Then do this...
    Gravity Forms Integration New Entry
  • Zoho Books Integration Gravity Forms Integration

    Zoho Books + Gravity Forms

    Submit Form in Gravity Forms when New Contact is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Contact
     
    Then do this...
    Gravity Forms Integration Submit Form
  • Zoho Books Integration Gravity Forms Integration

    Zoho Books + Gravity Forms

    New Entry in Gravity Forms when New Sales Invoice is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Sales Invoice
     
    Then do this...
    Gravity Forms Integration New Entry
  • Zoho Books Integration {{item.actionAppName}} Integration

    Zoho Books + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order is created.

  • Form Submission

    Triggers when a new specified form is submitted.

    Actions
  • Create Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Create/Update Contact

    Create and Updates an existing contact.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zoho Books & Gravity Forms Integrations Work

  1. Step 1: Choose Zoho Books 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 Gravity Forms 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 Zoho Books to Gravity Forms.

    (2 minutes)

  6. 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.