Gravity Forms + GuideCX
Create GuideCX project notes from new Gravity Forms submissions
Save time and streamline your workflow by automating the process of creating project notes in GuideCX when a new form is submitted in Gravity Forms. This integration starts as soon as there's a new form submission in Gravity Forms, instantly generating a project note in GuideCX, keeping your team updated and ensuring that important information is easily accessible. Stay organized and enhance communication without any manual effort using this seamless automation.
Save time and streamline your workflow by automating the process of creating project notes in GuideCX when a new form is submitted in Gravity Forms. This integration starts as soon as there's a new form submission in Gravity Forms, instantly generating a project note in GuideCX, keeping your team updated and ensuring that important information is easily accessible. Stay organized and enhance communication without any manual effort using this seamless automation.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Project Note
Creates a new note on the project
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
Project IDRequired
NoteRequired
Author
Internal Only
Task IDRequired
StatusRequired
FormRequired
NameRequired
Customer Domain
Project Manager Email
Project End Date
Template SKUs
Template Execution
Referring Object Id
External ID
Task IDRequired
NoteRequired
Author Email
Internal Only
Assignee Email
Priority
Project Status
Responsibility
Status
Task Type
