This template starts when the Gravity Forms form you choose is submitted. JavaScript maps name, email, and phone onto a QuickBooks customer.
QuickBooks finds that email, then creates the customer when nothing matches. Connect Gravity Forms and QuickBooks. Point the trigger at the form that captures new clients.
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The scenario starts when someone submits the Gravity Forms form you choose.
JavaScript reads name, email, phone, and address from the entry.
QuickBooks looks up the email, then creates a customer when no record matches.
Add a Gravity Forms connection and point the form-submission trigger at the form that captures customers.
Add a QuickBooks connection with permission to find and create customers.
In JavaScript, read the Gravity Forms field keys for name, email, and phone, then find the QuickBooks customer by email. Create only when the lookup is empty.
Submit the form once and confirm QuickBooks shows the customer. Submit the same email again to confirm it does not duplicate.
FAQ
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