Gravity Forms + Handoff

Gravity Forms + Handoff integrations

Generate and estimate new Handoff projects from Gravity Forms submissions

Easily streamline your workflow with this automation that kicks into action every time you receive a new submission through Gravity Forms. The moment a form is filled, it instantly ushers in the creation of a new project and an estimate generation within the Handoff app. This unified process simplifies your project management duties, saving valuable time and reducing manual input.

When this happens...
Form SubmissionTriggers when the specified form is submitted.
TriggerInstant
automatically do this!
Create Project and Generate EstimateCreates a new project and generates an AI-powered estimate. The estimate runs in the background (typically 1-5 minutes) and the step completes when it's ready.
ActionWrite

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More things you can do with Gravity Forms and Handoff

Discover other triggers and actions you can use with Gravity Forms and Handoff

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  Required
Action
Write
Invoice Paid
Triggers when a client pays an invoice.
Trigger
Instant
Try It
Proposal Approved
Triggers when a client approves a proposal. Includes the estimate ID so you can feed it directly into the 'Find Estimate' search action.
Trigger
Instant
Try It
- Contact Name
  Required
- Email
- Phone
- Business Name
- Notes
- Street Address
- City
- State
- ZIP Code
- Referral Source
Action
Write

- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
- Document Title
- Document Content
  Required
- Photo URLs
- File URLs
Action
Write
- Search Query
  Required
Action
Search

- Search Query
- Project ID
- Integration Custom ID
Action
Search
- Search Query
- Project ID
- Integration Custom ID
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
Action
Search or write

- Form
  Required
Action
Write
New Contact
Triggers when a new contact (client, sub, vendor) is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
Try It
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
Action
Write
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
- Estimate Description
  Required
Action
Write
- Project ID
  Required
- Estimate ID
  Required
- Sections Only
- Line by Item
- Page
- Page Size
Action
Search
- Search Query
  Required
- Contact Name
  Required
- Email
- Phone
- Business Name
- Notes
- Street Address
- City
- State
- ZIP Code
- Referral Source
Action
Search or write

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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About Handoff

Handoff is an AI-powered construction management platform for builders to capture leads, build estimates, send invoices, and run projects end-to-end.

HelpHelp

Related categories

Beta

Productivity