Gravity Forms Freshbooks

The plugin was made for businesses that collect billing details through Gravity Forms and want those details reflected in FreshBooks Classic. It could create clients and invoices from form submissions, with field mapping for client and invoice information, taxes, and item names. Conditional logic let site owners control when invoice actions ran, based on their form workflows.

The integration was designed for FreshBooks Classic, whose product and API have since been discontinued. Its additional functions included emailing invoices when they were created and updating invoice status after compatible payment feeds completed transactions. For teams maintaining a legacy setup, it also included logging, error handling, translations, and developer hooks for changing invoice data.

Features

• Create clients and invoices: The plugin could use Gravity Forms submissions to create client records and invoices in FreshBooks Classic, reducing the need to enter form details manually.
• Map form fields: Map form data to FreshBooks client and invoice fields, including tax details and dynamic item names, to shape the information sent with each invoice.
• Control invoice conditions: Conditional logic settings let site owners determine when the plugin created invoices or triggered other actions, based on their form rules.
• Email invoices automatically: Invoices could be sent to clients by email when created, keeping invoice delivery within the form-based billing workflow.
• Update payment status: When compatible payment feeds completed transactions, the plugin could mark the related FreshBooks Classic invoice as paid.
• Use developer hooks: Developer hooks and filters, including gform_freshbooks_args_pre_create, allowed invoice data to be adjusted before creation.
• Review logs and errors: Logging and error handling provided records for monitoring invoice creation and investigating problems with the integration.

Best for

• Businesses with legacy FreshBooks Classic workflows
• Sites collecting billing details through Gravity Forms
• Developers maintaining form-based invoice integrations