Automate QuickBooks Invoice Creation with Gravity Forms Using Pabbly Connect

Learn how to automate QuickBooks invoice creation from Gravity Forms submissions using Pabbly Connect. Follow our detailed step-by-step guide. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for QuickBooks and Gravity Forms Integration

To automate the creation of QuickBooks invoices from Gravity Forms submissions, you first need to set up Pabbly Connect. This powerful automation platform connects various applications seamlessly, allowing data to flow effortlessly between them.

Begin by visiting the Pabbly Connect website. If you are a new user, sign up for a free account to explore the features. Existing users can log in directly. After logging in, you will access the dashboard where you can create workflows to automate tasks.

2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, the next step is to create a new workflow specifically for integrating Gravity Forms with QuickBooks. Click on the ‘Create Workflow’ button at the top right corner. using Pabbly Connect

• Name your workflow (e.g., ‘Create QuickBooks Invoice on Gravity Forms Submission’).
• Select a folder to save your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

With your workflow created, you can now set up triggers and actions that will automate the process of generating invoices in QuickBooks whenever a form is submitted in Gravity Forms.

3. Setting Up the Trigger in Gravity Forms

The next step involves configuring the trigger for your workflow. Select Gravity Forms as your trigger application and choose the event as ‘New Response.’ This means that every time a form is submitted, Pabbly Connect will capture the response.

After selecting the trigger event, you will receive a webhook URL. This URL is essential for connecting Gravity Forms with Pabbly Connect. Copy this URL and navigate to your WordPress dashboard where Gravity Forms is installed.

• Open the settings for the form you want to use.
• Select the Webhooks option and add a new webhook.
• Paste the copied webhook URL and set the request method to POST and format to JSON.

After saving these settings, your Gravity Forms will now send data to Pabbly Connect whenever a new submission is made.

4. Creating a Customer in QuickBooks

Once the trigger is set up, the next action is to create a customer in QuickBooks. In Pabbly Connect, select QuickBooks as your action application and choose the event as ‘Create Customer.’ This action will ensure that every new submission from Gravity Forms will also create a corresponding customer in QuickBooks.

To connect your QuickBooks account to Pabbly Connect, click on the connect button and authorize the connection. After connecting, you will need to map the customer details from the Gravity Forms submission to the required fields in QuickBooks.

Map the customer’s first and last name from the Gravity Forms submission. Enter the customer’s email and phone number. Select the appropriate currency code for the transaction.

After mapping the fields, send a test request to ensure that the customer is created successfully in QuickBooks.

5. Generating an Invoice in QuickBooks

With the customer created, the final step is to generate an invoice in QuickBooks. In Pabbly Connect, add another action step and select QuickBooks again, this time choosing the event ‘Create Invoice.’ This step will create an invoice for the customer you just added. using Pabbly Connect

Again, connect your QuickBooks account if you haven’t done so already. This time, you will need to map the invoice details, including selecting the customer and adding line items.

Map the customer ID from the previous step. Enter the product description, quantity, and price. Select the appropriate sales tax code for the invoice.

After filling in the required details, send the request to create the invoice. You will receive a confirmation that the invoice has been successfully generated in QuickBooks.

Conclusion

In this tutorial, we demonstrated how to automate the creation of QuickBooks invoices from Gravity Forms submissions using Pabbly Connect. By following these steps, you can streamline your invoicing process, ensuring accuracy and saving valuable time. With Pabbly Connect, integrating different applications becomes a seamless experience, enhancing your workflow efficiency.