Description
This add-on integrates Gravity Forms with the Moneybird accounting platform, enabling automated creation of invoices, quotes, and contacts directly from form submissions. This synchronization reduces manual data entry by sending form data to Moneybird via a secure API connection. Businesses can streamline their billing and quotation processes based on customer entries without switching platforms.
This add-on allows configuration of multiple Moneybird feeds per form, which can be used to customize invoice or quote generation according to specific workflows and branding preferences. It also supports conditional logic, so documents are only created under specified conditions, such as certain checkboxes being selected. Additionally, the add-on can generate draft documents or send them immediately via email, offering flexibility in how communication with customers is managed.
The plugin includes support for recurring invoicing and reuses existing Moneybird contacts when matching customer data is detected, improving efficiency. Payment integration is enhanced through automated processing of Mollie payments via connectors like Pronamic Pay or GF Mollie by Indigo.