This automation template allows small business owners and entrepreneurs who use Gravity Forms for their website forms to automatically sync new form submissions to QuickBooks as new customer records.
By connecting the Gravity Forms and QuickBooks platforms, this integration eliminates the manual effort of creating customer profiles in the accounting software every time a new lead or client submits a form on the company website. This streamlined workflow saves time, reduces data entry errors, and ensures all new customer information is consistently captured in the business's financial records.
Latenode bills workflow runs in credits: 1 credit = 30 seconds of processing. Minimum charge per run depends on your plan. Plug-and-Play (PnP) AI nodes are billed separately—each PnP token is $1 USD, charged pay-as-you-go at vendor cost plus a small processing fee, with no API keys required.
Full pricing — how credits work →Workflow preview
When a visitor submits a form on the company website using Gravity Forms, this triggers the automation to fetch the form data.
The automation extracts and formats the customer's details, such as name, email, and any other relevant information, from the Gravity Forms submission.
The transformed customer data is then used to create a new customer record in the company's QuickBooks accounting software, streamlining the process of adding new clients to the financial system.
In the Latenode Credentials panel, add a new credential for the Gravity Forms integration. Provide the API key and site URL for your Gravity Forms account.
In the Latenode Credentials panel, add a new credential for the QuickBooks integration. Authenticate with your QuickBooks account using the OAuth flow.
Add a Gravity Forms node to your workflow. In the node settings, select the Gravity Forms credential you created earlier and choose the specific form you want to sync new submissions from.
Add a QuickBooks node to your workflow. In the node settings, select the QuickBooks credential you created earlier and map the Gravity Forms fields to the corresponding QuickBooks customer record fields.
Submit a new form on your Gravity Forms-powered website and verify that a new customer record is created in your QuickBooks account.
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