Gravity Forms: Freshbooks 2.8
Gravity Forms FreshBooks is a WordPress plugin that turns form submissions into FreshBooks invoices or estimates and automatically creates clients. Save time, reduce manual data entry, and enjoy seamless billing with an effortless setup and reliable integration.
Description
Gravity Forms FreshBooks is a WordPress plugin that connects Gravity Forms submissions with your FreshBooks account. It helps you turn form entries into FreshBooks invoices or estimates, and it can also automatically create new clients based on the submitted information. This removes the need for repetitive copy-and-paste workflows between your WordPress forms and your accounting system.
Designed for an effortless setup, the Gravity Forms FreshBooks Add-On streamlines how you manage billing documents from within your existing form workflow. When a visitor submits a Gravity Form, the integration creates the corresponding FreshBooks record so your process stays consistent and less time-consuming.
Main Features
- Invoice creation from submissions — Converts completed Gravity Forms entries into FreshBooks invoices.
- Estimate creation — Creates FreshBooks estimates when your workflow calls for quotations instead of invoices.
- Automatic client creation — Adds clients to FreshBooks directly from form submission data.
- Gravity Forms to FreshBooks workflow — Automatically triggers document creation when a submission is received.
- Submission data mapped to documents — Uses the information provided in your Gravity Form to populate the created invoice or estimate.
- FreshBooks account integration — Connects your WordPress site to FreshBooks so records are created in the correct account.
- Effortless setup flow — Designed to configure the connection without complex manual steps.
Benefits
- Less manual data entry — Reduces repetitive work by generating invoices and estimates from form submissions automatically.
- Faster billing turnaround — Helps you move from inquiry to accounting records with less delay.
- Fewer transcription errors — Minimizes mistakes that happen when details are copied between systems.
- More consistent records — Keeps invoices and estimates tied to the exact submission that created them.
- Improved operational flow — Streamlines how your WordPress form intake feeds into FreshBooks.
Who is it suitable for?
- Freelancers and consultants who send invoices from WordPress forms
- Agencies that collect project requests and need estimates/invoices in FreshBooks
- Small businesses using Gravity Forms for quotes, bookings, or lead capture
- WordPress site owners who want to connect forms to their accounting workflow
- Teams that manage client records in FreshBooks and want them created automatically
