Freshbooks for Gravity Forms

Connect FreshBooks Account

Integrate Gravity Forms with FreshBooks using secure OAuth 2.0 authentication. Connect multiple FreshBooks accounts to Gravity Forms, allowing seamless transfer of financial and customer data directly from form submissions.

FreshBooks Feeds

Create custom feeds to send Gravity Forms submissions to FreshBooks. Select modules such as Clients, Invoices, Estimates, Payments, and Expenses, and map your form fields to the appropriate FreshBooks fields. Automate data entry and keep your financial records up-to-date.

FreshBooks Field Types

This addon supports key FreshBooks field types, including text fields, numeric fields, dropdowns, and custom fields. Import field options directly from FreshBooks to maintain accuracy during data mapping.

Filter Gravity Forms Entries

Choose to send all form submissions to FreshBooks or filter entries based on specific conditions. For example, you can configure the addon to send submissions only for certain invoice types or payment statuses.

Manually Send Entries to FreshBooks

Automatically send Gravity Forms submissions to FreshBooks upon form submission, or manually push selected entries whenever needed. This provides flexibility in managing your financial data transfers.

FreshBooks Submission Logs

Access detailed logs for each form submission, showing whether the entry was successfully sent to FreshBooks. Resend any entries that may have failed, ensuring your financial data remains accurate and complete.

Full Synchronization

All Gravity Forms entries remain synchronized with FreshBooks. Updates made to entries in Gravity Forms are automatically reflected in FreshBooks, ensuring consistency across both platforms.

Error Reporting

Receive email notifications for any errors encountered during data transfer to FreshBooks. Each notification includes detailed error information to help you quickly identify and resolve issues.

Create Invoices and Estimates

Automatically generate invoices or estimates in FreshBooks based on form submissions. Streamline your billing process and improve operational efficiency with real-time updates.

Track Payments and Expenses

Send payment and expense information directly from Gravity Forms to FreshBooks. Manage your accounts payable and receivable effortlessly, ensuring accurate financial tracking.