--- title: "Connect Gravity Forms and QuickBooks Online - APIANT.ai" description: "When \"Form Submission\" fires in Gravity Forms, your agent runs \"Create customer\" in QuickBooks Online." canonical: "https://apiant.ai/connect/gravity-forms-to-quickbooks-online" --- # Connect Gravity Forms and QuickBooks Online When **Form Submission** fires in [Gravity Forms](https://apiant.ai/connections/gravity-forms), your agent runs **Create customer** in [QuickBooks Online](https://apiant.ai/connections/quickbooks-online), or **New bill** in QuickBooks Online to **Add Entry Note** in Gravity Forms. Describe the whole flow and it is built, tested on every scenario and kept running. Gravity Forms **1** trigger Gravity Forms **30** actions QuickBooks Online **11** triggers QuickBooks Online **43** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Gravity Forms and QuickBooks Online to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Gravity Forms and QuickBooks Online can do together ### From Gravity Forms to QuickBooks Online - When **Form Submission** in Gravity Forms then **Create customer** in QuickBooks Online - When **Form Submission** in Gravity Forms then **Create item (product/service)** in QuickBooks Online ### From QuickBooks Online to Gravity Forms - When **New bill** in QuickBooks Online then **Add Entry Note** in Gravity Forms - When **New customer** in QuickBooks Online then **Create Entry** in Gravity Forms Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Gravity Forms and QuickBooks Online ## Triggers and actions 12 triggers · 73 actions - Trigger **Form Submission** Triggers when the specified form is submitted. - Action **Add Entry Note** Adds a note to a form entry. Use it to write a progress record back onto a submission — for example noting that the submission was synced to your CRM, who handled it, or why it was skipped — so the note is visible to anyone reviewing that entry in WordPress. - Action **Create Entry** Creates a new form entry. - Action **Create Feed** Attaches a new add-on feed to a form. A feed is one add-on's configuration on a form — the rule that says what should happen when the form is submitted, such as creating a WordPress user, adding the person to a mailing list, or taking a payment. - Action **Create Form** Creates a new form on the WordPress site and returns its id. Supply the form's title and, if you want the form ready to collect data, the fields it should show. - Action **Create Form Feed** Attaches a new add-on feed to a named form. Does the same thing as Create Feed, but takes the form as part of the address rather than in the settings — use whichever reads better in your automation. - Action **Delete Entry** Removes a form entry. By default the entry is moved to the trash and can still be restored from the Entries list; you can choose instead to delete it outright so it cannot be recovered. - Action **Delete Feed** Permanently removes an add-on feed from a form, so that add-on no longer acts on the form's submissions. The form itself and its entries are untouched. - Action **Delete Form** Moves a form to the trash on the WordPress site. The form stops accepting submissions and disappears from the forms list, and the site owner can still restore it or empty the trash in WordPress. - Action **Delete Note** Permanently removes an entry note. Use it to clear a note you logged against a submission, for example after a failed sync was retried successfully. - Action **Get Entry** Retrieve a single form entry, including every field value the person submitted. - Action **Get Feed** Returns one add-on feed by its id, including the add-on's settings. A feed is one add-on's configuration attached to a form — the rule that says what should happen when the form is submitted. - Action **Get Form** Returns one form's full definition, including every field on it, its notifications and its confirmations. Use it to read a form's field ids and labels before mapping data into that form. - Action **Get Form Results** Returns the summarised answers for a survey, quiz or poll form — how many people picked each choice, and how many answered each free-text question — rather than the individual entries. On a form with a lot of entries the summary is built in the background, so the result can come back marked as still being calculated. - Action **Get Note** Returns a single entry note by its id, including the note text, the entry it belongs to, when it was recorded and who it is credited to. - Action **List Entries** Returns form entries from across every form on the site, newest first, and can narrow the results to one form or to entries whose answer to a chosen question matches a value you give. - Action **List Entry Notes** Returns every note attached to one form entry — both notes people have added and the notes Gravity Forms records automatically, such as notification failures. Use it to read back what has already been logged against a submission. - Action **List Feeds** Returns every add-on feed configured on the site. A feed is one add-on's configuration attached to a form — the rule that says what should happen to a submission, such as sending it to a mailing list or charging a payment. - Action **List Form Entries** Returns the entries submitted on one particular form, newest first, and can narrow them to entries whose answer to a chosen question matches a value you give. - Action **List Form Feeds** Returns the add-on feeds attached to one form — the rules that say what happens when that form is submitted. Returns an empty list when the form has no feeds. - Action **List Forms** Returns every active form on the WordPress site, with each form's id, title and entry count. Use it to look up the id a form needs before working with that form's entries. - Action **List Notes** Returns every entry note on the site, across all forms and entries. Use it to sweep recently logged notes when you do not already know which entry you are looking for; to read the notes on one known entry, use List Entry Notes instead. - Action **Send Entry Notifications** Sends the notification emails an entry's form is set up to send, for an entry that already exists — useful for re-sending a confirmation, or for notifying people about an entry that was created through the API rather than by someone filling the form in. - Action **Submit Form** Submit a form the way a visitor would — Gravity Forms runs the form's own validation, saves the entry, and fires its notifications and confirmation. - Action **Update Entry** Change the answers on an existing form entry. Answers you leave blank keep the values they already have. - Action **Update Entry Properties** Changes an entry's housekeeping flags without touching any of its answers — whether it is starred, whether it counts as read, and whether it sits in the active list, the trash or spam. - Action **Update Feed** Changes an existing add-on feed's settings. Settings you do not include are left as they are, so you can change one thing without restating the rest of the add-on's configuration. - Action **Update Feed Properties** Switches an add-on feed on or off, and sets the order it runs in. The add-on's own settings are left completely untouched, so this is the safe way to pause a feed without risking its configuration. - Action **Update Form** Replaces an existing form's definition with the one you supply. Gravity Forms overwrites the whole form, so read the form first with Get Form and send back every part of it you want to keep. - Action **Update Note** Replaces the text of an existing entry note. Use it to revise a note you logged earlier against a submission — for example updating "Sync started" to "Synced to CRM as contact 4821". - Action **Validate Submission** Checks a set of answers against a form's own validation rules without saving an entry or sending any notifications. Returns whether the answers would be accepted, and the per-field error messages when they would not. - Trigger **New bill** Polls for newly created bills (accounts payable), most recent first. - Trigger **New customer** Polls for newly created customers, most recent first. - Trigger **New estimate** Fires when a new estimate is created in QuickBooks Online. - Trigger **New invoice** Polls for newly created invoices, most recent first. - Trigger **New or updated customer** Fires when a QuickBooks customer is created or any of its details change. - Trigger **New or updated estimate** Fires when a QuickBooks estimate is created or edited. - Trigger **New or updated invoice** Fires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status. - Trigger **New or updated item** Fires when a QuickBooks product or service item is created or edited. - Trigger **New or updated vendor** Fires when a QuickBooks vendor is created or any of its details change. - Trigger **New paid invoice** Polls for invoices that are fully paid (Balance = 0), most recently updated first. - Trigger **New payment** Polls for newly created customer payments, most recent first. - Action **Create account** Create an account in the QuickBooks chart of accounts — name, account type, and detail type. - Action **Create bill** Creates a new bill (accounts payable) for a vendor with a single account-based line item. - Action **Create credit memo** Creates a new credit memo for a customer with a single line item. - Action **Create customer** Creates a new customer in QuickBooks Online. - Action **Create estimate** Create a QuickBooks Online estimate (quote) for a customer. - Action **Create expense (purchase)** Creates a new expense (Purchase) paid from a bank/credit-card account with one account-based line. - Action **Create item (product/service)** Creates a new product or service item. - Action **Create journal entry** Create a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts. - Action **Create payment** Records a customer payment, optionally applied against a specific invoice. - Action **Create sales receipt** Creates a new sales receipt for a customer with a single line item. - Action **Create vendor** Creates a new vendor in QuickBooks Online. - Action **Delete bill** Permanently delete a QuickBooks bill by Id. - Action **Delete credit memo** Permanently delete a QuickBooks credit memo by Id. - Action **Delete estimate** Permanently delete a QuickBooks estimate by Id. - Action **Delete invoice** Permanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely. - Action **Delete sales receipt** Permanently delete a QuickBooks sales receipt by Id. - Action **Find account by name** Look up an account in the QuickBooks chart of accounts by its name. - Action **Find customer by name** Searches for a customer by display name and returns its Id and SyncToken. - Action **Find invoice by number** Look up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id. - Action **Find item by name** Look up a QuickBooks product or service item by its name. - Action **Find vendor by name** Look up a QuickBooks Online vendor by display name. - Action **Get bill balance** Returns the outstanding balance for a bill by its Id. - Action **Get customer by ID** Retrieves a single customer by its Id. - Action **Get estimate by ID** Retrieve a QuickBooks Online estimate by its ID. - Action **Get estimate PDF** Download the rendered PDF of a QuickBooks estimate by Id. - Action **Get invoice by ID** Retrieves a single invoice by its Id, including its balance. - Action **Get invoice PDF** Download the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving. - Action **List accounts** List the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance. - Action **List attachments** List the files attached to a QuickBooks transaction or record, with their download links. - Action **List employees** List employees recorded in QuickBooks Online. - Action **List items** List products and services (items) defined in QuickBooks Online. - Action **Pay bill** Records a bill payment against a vendor bill, paid from the specified bank/credit-card account. - Action **Run query** Runs an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse. - Action **Send estimate** Email a QuickBooks Online estimate to the customer. - Action **Send invoice** Emails an invoice to the supplied email address (or the invoice's billing email if omitted). - Action **Update customer** Updates an existing customer (sparse update). Requires the customer Id and current SyncToken. - Action **Update estimate** Update an existing QuickBooks estimate by Id, changing only the fields supplied. - Action **Update invoice** Update an existing QuickBooks invoice by Id — a sparse update that changes only the fields supplied and leaves the rest of the invoice intact. - Action **Update item** Update an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag. - Action **Update vendor** Update an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag. - Action **Upload attachment** Upload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice. - Action **Void invoice** Voids an existing invoice. Requires the invoice Id and current SyncToken. - Action **Void payment** Voids an existing customer payment. Requires the payment Id and current SyncToken. ## Each app on its own - [ **Gravity Forms** Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.](https://apiant.ai/connections/gravity-forms) - [ **QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connections/quickbooks-online) Reviews ## What our customers say ## More from Gravity Forms - [ **Gravity Forms to Datamuse** Word-finding API for developers offering lexical search, thesaurus, and rhyming/word-relation lookups.](https://apiant.ai/connect/gravity-forms-to-datamuse) - [ **Gravity Forms to Harness.io** Harness.io is an AI-native software delivery platform to automate CI/CD pipelines, manage feature flags, and...](https://apiant.ai/connect/gravity-forms-to-harness-io) - [ **Gravity Forms to Persona** Identity verification API for KYC checks, document verification, and fraud prevention workflows.](https://apiant.ai/connect/gravity-forms-to-persona) - [ **Gravity Forms to XFlux** Read X/Twitter profiles, search, timelines; account monitors with signed webhooks](https://apiant.ai/connect/gravity-forms-to-xflux) - [ **Gravity Forms to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gravity-forms-to-hubspot) - [ **Gravity Forms to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/gravity-forms-to-salesforce) ## More into QuickBooks Online - [ **HubSpot to QuickBooks Online** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-quickbooks-online) - [ **Slack to QuickBooks Online** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-quickbooks-online) - [ **Google Sheets to QuickBooks Online** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-quickbooks-online) - [ **Gmail to QuickBooks Online** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-quickbooks-online) - [ **Google Calendar to QuickBooks Online** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-quickbooks-online) - [ **Google Drive to QuickBooks Online** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-quickbooks-online) Questions ## Gravity Forms and QuickBooks Online, answered ### ### What can start an automation from Gravity Forms? Any of Gravity Forms's 1 trigger in the catalog, including Form Submission. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in QuickBooks Online when something happens in Gravity Forms? Any of QuickBooks Online's 43 actions, including Create account, Create bill, Create credit memo and Create customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from QuickBooks Online to Gravity Forms? Yes. When something happens in QuickBooks Online, your agent can act in Gravity Forms too. This page covers both directions: QuickBooks Online's triggers and Gravity Forms's actions are listed here as well. ### ### Do I have to build a connector for Gravity Forms or QuickBooks Online? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Gravity Forms and QuickBooks Online without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.