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Zoho Invoice + Gravity Forms Integrations

Syncing Zoho Invoice with Gravity Forms is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Zoho Invoice

Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.

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
Connect Zoho Invoice + Gravity Forms in easier way

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

    Triggers
  • New Contact

    Triggers when a new Contact is added.

  • New Contact Person

    Triggers when a new point of contact is added to an existing contact.

  • New Invoice

    Trigger on a new invoice (with line item support).

  • New Project

    Triggered when a new project is added.

  • Form Submission

    Triggers when a new specified form is submitted.

    Actions
  • Create Contact

    Creates a new contact.

  • Create Contact Person

    Creates a new point of contact for a specific contact.

  • Create Invoice

    Creates a new invoice.

  • 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.

How Zoho Invoice & Gravity Forms Integrations Work

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

    (2 minutes)

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

Integration of Zoho Invoice and Gravity Forms

It is an interesting topic to discuss two of the best forms in business. We know that both forms are used different businesses for various purposes. Zoho Invoice is an online invoicing system which helps you to send invoices via email, capture payments and do billing. It is an excellent top for small businesses. On the other hand, Gravity Forms is a great WordPress Plugin which can be used to create customized forms with ease. It is very simple to use and has powerful features. Both Zoho Invoice and Gravity Forms are excellent tops for businesses. That is why it would be great idea to discuss about their integration. So, let’s get started!

Integration of Zoho Invoice and Gravity Forms

Zoho Invoice integrates with Gravity Forms. You can add invoices to your sales & purchase orders from Zoho Invoice using Gravity Forms. In this way, you will see your entire sales history in Zoho Invoice. The other way around works great too. You can create a form in Gravity Forms and add it to one of your sales or purchase order in Zoho Invoice. This way you can cplect customer information from your sales orders.

Benefits of Integration of Zoho Invoice and Gravity Forms

Zoho Invoice integrates with Gravity Forms very well because both of these tops have been designed to complement each other. If you have been using just one of the tops then it makes sense to use the integration between them. In this way you can leverage the full potential of both these tops. It enables you to get more out of both these products. Let’s take a look at some of the benefits of integration of Zoho Invoice and Gravity Forms:

  • Email invoices from Zoho Invoice:

The integration enables you to send automated emails based on specific events in Zoho Invoice, such as a new invoice being created, a payment being received for an invoice, etc. This is a much easier process than sending emails manually through your web browser.

  • Attachments in emails:

If you want to attach an invoice in an email then the integration comes in handy. Simply add the invoice into Zoho Invoice and then add the attachment in the email template in Gravity Forms. Now when you send the email, the attachment will be included in it automatically.

  • Capture payments in Zoho Invoice:

Zoho Invoice includes a feature for capturing payments in it and placing them into a separate account or in a general account in Zoho Invoice. This feature is available in both Standard and Pro versions of Zoho Invoice. If you use Gravity Forms with Zoho Invoice then you can also add this feature to your forms in Gravity Forms too. You can add this feature by checking “Capture Payment” option when setting up the payment method in your form in Gravity Forms.

  • Synchronization between Zoho Invoice and Gravity Forms:

You can synchronize data between Zoho Invoice and Gravity Forms so that they stay up-to-date with each other and there is no need for making manual changes in both these products separately. This synchronization link automatically updates pricing, product information, categories, tags, etc. This way you don’t have to update things separately in both products which saves time and effort. For example, if you change any product info then the changes will be reflected automatically on your website as well as in your invoices and purchase orders in Zoho Invoice too. The changes made on Zoho Invoice side will also be reflected on the form side soon after you refresh your page on your website or on your computer depending on where you are making the changes.

  • Use of Multiple Accounts:

You can use multiple accounts on both Zoho Invoice and Gravity Forms; however, this becomes really handy when using them together using integration between them because then you can use all accounts on both products simultaneously without any hassle. For example, if you need to create an invoice for a client who owes you money then you can use their account on their website (i.e., client’s account. along with your own account (i.e., user’s account. on Zoho Invoice side to create the invoice without having to logout from your account (i.e., user’s account. You can choose either account while creating an invoice or any other form in Gravity Forms or any place where you need to enter data related to an account number or company name or address etc. Then, after saving the changes on your website, they will be reflected on your invoice automatically in Zoho Invoice too without needing any further action from you or additional inputs from your end about the changes or updates made by you on your website or Gravity Forms side.

    Conclusion

Both Gravity Forms and Zoho Invoice are great tops for businesses, which are used by millions of businesses around the world every day to manage their day-to-day tasks efficiently and effectively without any hassle or hassles. Using the integration between these two tops ensures that businesses can take full advantage of them both to enhance their productivity even further without having to invest any more time or effort into managing these programs individually with separate apps for each top altogether.

The process to integrate Zoho Invoice 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.