How to Send Gravity Forms Submissions to Moneybird

Moneybird is an invoicing and accounting platform for managing finances. Gravity Forms captures data beautifully but does not push it to external platforms by default. AFI bridges that gap to Moneybird. Here is the full setup.

Why connect directly?

Cloud automation tools like Zapier charge per task and route your data through external servers. AFI processes everything on your WordPress site. No per-submission fees, no external dependencies.

What you will need

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

Connect Moneybird to AFI

1. Log in to your Moneybird account.
2. Go to Settings → API and create an API token.
3. In WordPress, go to AFI → Settings → Moneybird.
4. Enter the Administration ID and API token, then click Save.

Setting up the integration

1. Create a new integration

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

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 Moneybird as the destination

Choose Moneybird from the platform dropdown and pick Add Contact. This creates a contact in Moneybird.

4. Map fields

Match each Moneybird 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 Moneybird 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 address to Moneybird with unlimited submissions. Pro adds custom field mapping and invoice creation. 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 Moneybird in minutes.