Club OS + Gravity Forms

Club OS + Gravity Forms integrations

Create Prospect, Book Appointment, and Add Note from Gravity Form Submission

Searches for a prospect in Club OS based on the data entered and creates the prospect if a user with matching information does not exist. Then creates an appointment for the prospect and adds a note to the users account.

When this happens...
Form SubmissionTriggers when the specified form is submitted.
TriggerInstant
automatically do this...
Create AppointmentCreate an Appointment for a Prospect
ActionWrite
then do this!
Add Note to UserAdds a note to a user's account.
ActionWrite

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More things you can do with Gravity Forms and Club OS

Discover other triggers and actions you can use with Gravity Forms and Club OS

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  Required
Action
Write
- Attendee ID
  Required
- Club ID
  Required
- Location ID
  Required
- Event Type ID
  Required
- Visit Type
- Start Time
  Required
- End Time
  Required
- Booking Source
- Subject
- Notes
Action
Write
- User Id
  Required
- Club Id
  Required
- Location Id
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Mobile Phone
- Location ID
- Club Id
  Required
Action
Search

- Club ID
  Required
- Location ID
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Mobile Phone
- Source
  Required
- Opt Out of Email
  Required
- Opt Out of Text
  Required
- Home Phone
- Work Phone
- Origin Name
- Gender
- Walk In?
- Interests
Action
Search or write

- Form
  Required
Action
Write
- User ID
  Required
- Note
  Required
- Note Type
  Required
- Created By
  Required
- Message Type
  Required
Action
Write
- Club ID
  Required
- Location ID
  Required
- Source
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Opt Out of Email
  Required
- Mobile Phone
- Opt Out of Text
  Required
- Home Phone
- Work Phone
- Origin Name
- Gender
- Walk In?
- Interests
Action
Write
- User Id
  Required
- Club Id
  Required
- Location ID
  Required
Action
Write
- Club ID
- Location ID
- First Name
- Last Name
- Email Address
- Mobile Phone
Action
Search

About Club OS

The gym and studio management software you need to sell more memberships and keep more members.

HelpHelp

Related categories

Beta

CRM (Customer Relationship Management)

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About Gravity Forms

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

Learn moreLearn moreHelpHelp

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Forms & Surveys

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Add notes to prospects in Club OS with new Gravity Form submissions