Integrating Gravity Forms, Ninja Forms or Custom Estimate Submissions

Integrating your Gravity Form and Ninja Form lead-forms/estimate-requests is rather simple. It involves mapping the field IDs from your form to the field settings within General Settings under the Sprout Invoices admin.

Gravity Forms

Activate Gravity Forms and the Integrations add-on.

activate plugins GF

Then after creating your Gravity Form, select it within general settings, and use the form field IDs for the integration mapping. In the example below the Gravity Form created is "GBS Customization Request" and is selected within the integration settings; I've also mapped the customer's requirements to Field ID 1.

Mapping GF

Ninja Forms

Activate Ninja Forms and the Integrations add-on.

activate plugins NF

After creating your Ninja Form, select it within General Settings, and use the form field IDs for the integration mapping. In the example below I've mapped the customer's requirements to Field ID 17.

Mapping NF

Form ID Mapping

The Subject/Title Form ID mapping is required for a new estimate to be created. The additional information from the ID Mapping is generally used to create new clients to the estimate (or associate existing clients) and not required.

Creation

Screen Shot 2014-12-15 at 11.04.51 AM

After a submission is submitted a new estimate is created. The for submission is also linked to within the History.

Screen Shot 2014-12-15 at 11.06.59 AM

Default Submission Form

If you don't want to use Ninja Forms or Gravity Forms, Sprout Invoices has a default form that you can use. Just create a page with the shortcode.

https://gist.github.com/dancameron/471bba2a6dee530b7025