FYI + Gravity Forms
FYI + Gravity Forms
FYI + Gravity Forms integrations
Create file notes in FYI for new form submissions in Gravity Forms
This workflow springs into action when you submit a form in Gravity Forms, swiftly creating a file note in FYI. It's an effortless way for you to keep your notes organized and updated, eliminating the need for manual entry. With this seamless process, you can ensure consistent documentation and boost your productivity.
- When this happens...Form SubmissionTriggers when the specified form is submitted.
- automatically do this!Create File NoteCreate a File Note.
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More things you can do with Gravity Forms and FYI
Discover other triggers and actions you can use with Gravity Forms and FYI
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- NameRequired
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- FileRequired
ActionWrite- Name
- Create job if it doesn’t exist yetRequired
- Job Type
- Description
- Job Code
- Partner Email
- Manager Email
- Start Date
- Due Date
ActionWrite
- FormRequired
ActionWrite- Create client if it doesn’t exist yetRequired
- Export to xero if connectedRequired
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
ActionWrite- Create group if it doesn’t exist yetRequired
- New NameRequired
ActionWrite- NameRequired
- Web LinkRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
ActionWrite
About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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