Zoho Books for Gravity Forms

Connect Zoho Books Account

Integrate Gravity Forms with Zoho Books using secure OAuth 2.0 authentication. Connect multiple Zoho Books accounts to Gravity Forms, enabling seamless financial data management directly from form submissions.

Zoho Books Feeds

Create custom feeds to send Gravity Forms submissions to Zoho Books. Select modules such as Contacts, Invoices, Estimates, and Expenses, and map your form fields to the relevant Zoho Books fields. Ensure your financial records are updated in real-time.

Zoho Books Field Types

This addon supports key Zoho Books field types, including text fields, dropdowns, currency fields, and custom fields. Import Zoho Books field options directly into Gravity Forms for precise and consistent data mapping.

Filter Gravity Forms Entries

Choose to send all form submissions to Zoho Books or filter entries based on specific conditions. For example, only send submissions for payments exceeding a certain amount or those marked for specific services.

Manually Send Entries to Zoho Books

Automatically send Gravity Forms submissions to Zoho Books upon form submission, or manually push selected entries whenever required. This provides full control over data transfer timing.

Zoho Books Submission Logs

Access detailed logs for each form submission, showing whether the entry was successfully sent to Zoho Books. Easily resend any entries that may have failed, ensuring accurate and up-to-date financial data.

Full Synchronization

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

Error Reporting

Receive email notifications for any errors during data transfer to Zoho Books. Each notification includes detailed error information to help you troubleshoot and resolve issues quickly.

Create Invoices and Estimates

Automatically generate invoices or estimates in Zoho Books based on form submissions. This feature streamlines billing processes and enhances operational efficiency.

Track Payments and Expenses

Send payment details or expense data directly from Gravity Forms to Zoho Books. Manage your financial records with ease and maintain accuracy in your accounting workflows.