How to Send Gravity Forms Submissions to FreshBooks

FreshBooks is an accounting platform for managing finances. Here is how to pipe Gravity Forms submissions straight into FreshBooks using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

The direct approach

AFI delivers form data straight from WordPress to FreshBooks. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with Gravity Forms installed and at least one form.
• A FreshBooks account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect FreshBooks to AFI

FreshBooks uses OAuth 2.0 for authentication. In AFI → Settings → FreshBooks, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Gravity Forms to FreshBooks.

2. Pick your trigger

Select Gravity Forms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

3. Select FreshBooks as the destination

Choose FreshBooks from the platform dropdown and pick Create Client. This creates a client in FreshBooks.

4. Map fields

Match each FreshBooks field on the left to the corresponding Gravity Forms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

Only want to send certain submissions? Set up a conditional rule based on any form field value.

6. Save and test

Click Save Integration. Fill out your Gravity form and submit. Check FreshBooks to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to FreshBooks with unlimited submissions. Pro adds custom field mapping. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple Gravity Forms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

Install Advanced Form Integration free from WordPress.org and connect Gravity Forms to FreshBooks in minutes.