AdminPulse + Gravity Forms

Create new AdminPulse documents from Gravity Forms submissions

Effortlessly streamline your form submission and document creation process with this automation. When a new form submission is received in Gravity Forms, this workflow instantly generates a document in AdminPulse, saving you valuable time and reducing manual data entry. Stay organized and manage documents more efficiently with this seamless integration between Gravity Forms and AdminPulse.

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Supported triggers and actions

- FormRequired
- Use Admin Field Labels?
Trigger
Instant
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- FormRequired
Action
Write
Document Updated
Triggers when a document is updated in AdminPulse.
Trigger
Instant
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Registration Updated
Triggers when a registration is updated in AdminPulse.
Trigger
Instant
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- CRM types
- Relation types
- Fields to watch for changes
Trigger
Instant
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Task Updated
Triggers when a task is updated in AdminPulse.
Trigger
Instant
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- From EmailRequired
- To Emails (comma delimited)Required
- CC Emails (comma delimited)
- SubjectRequired
- BodyRequired
- Internet Message IdRequired
- Attachments
Action
Write

- Registration dateRequired
- Relation APR Code (This field has to contain the APR Code, it will be extracted from the text if other info is also in place.)Required
- User e-mail (If empty uses the user connected through Zapier)
- Resource identifierRequired
- Time fromRequired
- Time toRequired
- Remark internal
- Remark invoice
Action
Write
- Relation IDRequired
- StreetRequired
- NumberRequired
- Box
- Zip codeRequired
- CityRequired
- Country code (2 letter ISO format, for example BE)Required
- Main address
Action
Write
- Relation IDRequired
- E-mail addressRequired
- Remark
- Main e-mail address
Action
Write
- Relation IDRequired
- URLRequired
- Website typeRequired
Action
Write
- Relation APR Code (This field has to contain the APR Code, it will be extracted from the text if other info is also in place.)Required
- NameRequired
- Remark
- DeadlineRequired
Action
Write
- TaskRequired
- SubtaskRequired
- StatusRequired
- RelationRequired
- Deadline
- Is blocked
- Inapplicable
Action
Write

- FormRequired
Action
Write
Document Created
Triggers when a document is created in AdminPulse.
Trigger
Instant
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Registration Created
Triggers when a registration is created in AdminPulse.
Trigger
Instant
Try It
- CRM types
- Relation types
Trigger
Instant
Try It
Task Created
Triggers when a task is created in AdminPulse.
Trigger
Instant
Try It
- FileRequired
- Document TypeRequired
- Creation Date
- Document Date
- Relation Identifier
- Tags (semicolon delimited)
Action
Write
- TitleRequired
- DescriptionRequired
- Relation IdentifierRequired
- Interaction TypeRequired
- Date (ddMMyyyy)Required
- Time (HH:mm)Required
Action
Write
- Relation APR Code (This field has to contain the APR Code, it will be extracted from the text if other info is also in place.)Required
- Tag
Action
Write
- Relation typeRequired
- Crm TypeRequired
- NameRequired
- First name (not for companies)
- Infix
- Commercial name
- National number (not for companies)
- Enterprise number (not for natural persons)
- Legal form (not for natural persons)
- Legal form XBRL code (not for natural persons)
- Birth date (ddMMyyyy, not for companies)
- Country 2-letter codeRequired
- Language
- Website
- Telephone number
- Mobile phone number
- Email
- Tags
- End fiscal year (ddMMyyyy)
- LEI code
- LEI expiry date (ddMMyyyy)
- Publication number
- Last UBO onine since date (ddMMyyyy)
- Foundation date (ddMMyyyy)
- Foundation notification date (ddMMyyyy)
- Publication date (ddMMyyyy)
- Identification remark
- Legal remark
- Compliance remark
- Fiscal remark
- Code
- Address - Street
- Address - Additional info
- Address - Number
- Address - Box
- Address - City
- Address - Zip code
- Address - Country 2-letter code
- Number of employees
- Payment method
- Handling level
- Handling level clarification
- Accounting relation code
- Social secretariat
- Social secretariat identifier
- Social security fund
- Social security identifier
- Jurisdiction
- Sector
- Rsz number
- E-mail address or user id for Associate
- E-mail address or user id for Responsible
- E-mail address or user id for Assistant
- E-mail address or user id for Backup Assistant
- E-mail address or user id for billing user
- E-mail address or user id for senior user
- Subscribed capital
- Paid up capital
- Relation group
- Politically exposed person
- ID card expiry date (ddMMyyyy)
- VAT periodicity
- AML Risk level
- AML finalization date (ddMMyyyy)
- AML expiration date (ddMMyyyy)
- Liquidation date (ddMMyyyy)
- Total number of shares
- Total number of voting rights
- Number number of unknown shares
- Number number of unknown voting rights
- Share register
Action
Write
- Relation IDRequired
- Name
- First name (not for companies)
- Infix
- Commercial name
- Birth date (ddMMyyyy)
- Website
- Telephone number
- Mobile phone number
- Email
- Tags
- End fiscal year (ddMMyyyy)
- LEI code
- LEI expiry date (ddMMyyyy)
- Publication number
- Last UBO onine since date (ddMMyyyy)
- Foundation date (ddMMyyyy)
- Foundation notification date (ddMMyyyy)
- Publication date (ddMMyyyy)
- Identification remark
- Legal remark
- Compliance remark
- Fiscal remark
- Code
- Address - Street
- Address - Additional info
- Address - Number
- Address - Box
- Address - City
- Address - Zip code
- Address - Country 2-letter code
- number of employees
- Payment method
- Handling level
- Handling level clarification
- Accounting relation code
- Social secretariat
- Social secretariat identifier
- Social security fund
- Social security identifier
- Jurisdiction (RPR)
- Sector
- Rsz number
- E-mail address or user id for associate
- E-mail address or user id for responsible
- E-mail address or user id for assistant
- E-mail address or user id for backup assistant
- E-mail address or user id for billing user
- E-mail address or user id for senior user
- Subscribed capital
- Paid up capital
- Relation group
- Politically exposed person
- ID card expiry date (ddMMyyyy)
- VAT periodicity
- AML Risk level
- AML finalization date (ddMMyyyy)
- AML expiration date (ddMMyyyy)
- Liquidation date (ddMMyyyy)
- Total number of shares
- Total number of voting rights
- Number number of unknown shares
- Number number of unknown voting rights
- Share register
Action
Write
- Task templateRequired
- Relation APR Code (This field has to contain the APR Code, it will be extracted from the text if other info is also in place.)Required
- Remark
- DeadlineRequired
- Tags (semicolon delimited)
Action
Write
- Task IDRequired
- Name
- Assigned user
- Status
- Is blocked
- Inapplicable
- Deadline
- Remark
- Tags
Action
Write

About AdminPulse

AdminPulse is the online office management software for accountants, bookkeepers and auditors

Related categories

Accounting

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn more

Related categories

Similar apps

AdminPulse + Gravity Forms

Create new AdminPulse documents from Gravity Forms submissions

Supported triggers and actions

Form Submission

Submit Form

Document Updated

Registration Updated

Relation Updated

Task Updated

Create Email

Create Work Registration

Add Relation Address

Add Relation Email

Add Relation Web Address

Create New Todo

Update Task Status

Create Entry

Document Created

Registration Created

Relation Created

Task Created

Create Document

Create Interaction

Add Tag to Relation

Create Relation

Update Relation

Create New Task

Update Task

About AdminPulse

Related categories

About Gravity Forms

Related categories

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