A Gravity Forms addon that creates FreshBooks invoices and clients from form submissions
Gravity Forms Freshbooks Addon
Gravity Forms FreshBooks Addon integrates Gravity Forms with FreshBooks accounting software. It automatically creates clients, invoices, and estimates from form submissions, mapping form fields to FreshBooks data for streamlined billing and accounting workflow automation.
Included with purchase:
- 100% GPL Licensed
- Lifetime Updates
- Technical Support
- Instant Download
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What is Gravity Forms Freshbooks Addon?
Gravity Forms FreshBooks Addon is a premium WordPress plugin that connects Gravity Forms with the FreshBooks accounting platform, enabling automatic client creation and invoice generation from form submissions. This addon is particularly beneficial for freelancers and small businesses that require efficient billing workflows. Key features include the ability to create FreshBooks clients directly from form submissions, generate invoices with line items based on form data, and create estimates for potential clients. It is compatible with the latest versions of WordPress and Gravity Forms, making it a practical solution for those looking to streamline their accounting processes. Available at PluginTheme.net with GPL license, instant download, and lifetime updates.
Key Features
Client Creation
Automatically create FreshBooks clients from form contact submissions
Invoice Generation
Generate invoices with line items, quantities, and pricing from forms
Estimate Creation
Create estimates and quotes for proposal workflows
Field Mapping
Map form fields to FreshBooks properties with custom field support
Conditional Logic
Trigger different FreshBooks actions based on form responses
Who is this for?
Pros
- Client automation: Creates FreshBooks clients from form contact submissions
- Invoice generation: Generates invoices with line items from form data automatically
- Estimate support: Creates estimates and quotes for proposal workflow automation
- Field mapping: Maps form fields to FreshBooks properties with custom field support
- Conditional logic: Different actions triggered based on form response values
Cons
- •Requires both Gravity Forms and active FreshBooks account
- •Limited to FreshBooks - not compatible with other accounting platforms
- •Complex invoice structures may need careful field mapping configuration
Product Description
Gravity Forms FreshBooks Addon connects WordPress form submissions with FreshBooks cloud accounting, enabling automatic client creation and invoice generation from website forms.
Accounting Integration
- Client Creation - Automatically create new FreshBooks clients from form submissions with contact and business details
- Invoice Generation - Generate invoices in FreshBooks from form data including line items, quantities, and pricing
- Estimate Creation - Create estimates and quotes in FreshBooks from form submissions for proposal workflows
- Field Mapping - Map Gravity Forms fields to FreshBooks client and invoice properties with custom field support
Billing Workflow
The addon streamlines the quote-to-invoice pipeline by automatically creating FreshBooks records from website interactions. Service request forms can generate estimates, order forms can create invoices, and contact forms can establish new client records without manual data entry into the accounting system.
Business Automation
Conditional feed logic allows different form submissions to trigger different FreshBooks actions based on response values. This means a single form can create either an estimate or invoice depending on the submission context, reducing the need for multiple specialized forms.
Our Verdict
PluginTheme Team
Expert Reviewer
Gravity Forms FreshBooks Addon provides practical accounting automation for service businesses, connecting form submissions directly to client and invoice management in FreshBooks.
