Sprout Invoices Integration

Gravity Flow includes built-in support for Sprout Invoices. On a standard Gravity Forms installation the Sprout Invoices add-ons will create the estimates/invoices during the form submission process. The Gravity Flow integration enables administrators to add workflow steps at any point in the process to create estimates and invoices at a time of their choosing.

Requirements

  • Sprout Invoices by Sprout Apps
  • Sprout Invoices Advanced Form Integrations Add-On by Sprout Apps (for creating estimates)
  • Sprout Invoices Dynamic Invoice Submissions Add-On by Sprout Apps (for creating invoices)

Setup Sprout Invoices and the add-ons by following the documentation available from Sprout Apps:

The Sprout Invoices Step Settings

Once you have mapped your form via the Sprout Apps > Sprout Invoices > General Settings page you're ready to add your workflow step. You can add a Sprout Invoices step at any point in the workflow. For example, you might want to create an invoice in the middle of a workflow after some user input and approval steps.

When you select the Sprout Invoices step type the settings will appear below. The settings allow you to select what will be created, estimate and/or invoice, and select the next step just as you would for any workflow step.

The complete page will look something like this:

Entry Timeline

A note will be added to the entry timeline indicating the step name as well as the date and time the Sprout Invoices step was processed.

Notes

The Sprout Invoices integration was added in Gravity Flow 1.5.

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