Gravity Forms + Jetpack Workflow
Gravity Forms + Jetpack Workflow
Gravity Forms + Jetpack Workflow integrations
Create Jetpack Workflow clients from new Gravity Forms submissions
Save time and streamline your client onboarding process with this automation. When a new form submission is received in Gravity Forms, this workflow will automatically create a new client in Jetpack Workflow, ensuring you always have up-to-date client information at your fingertips. Focus on more important tasks while this integration handles the tedious data entry work for you.
- When this happens...Form SubmissionTriggers when the specified form is submitted.
- automatically do this!Create ClientTriggers when a new client is created.
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More things you can do with Gravity Forms and Jetpack Workflow
Discover other triggers and actions you can use with Gravity Forms and Jetpack Workflow
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- Updated Client
Triggers when a client has been updated.
Try ItTriggerInstant - Company Name
- First Name
- Last Name
- Email Address
- Description
- Phone
- Street Address
- City
- State/Province/Region
- Zip/Postal Code
- Website
- Tags
- QuickBooks ID
ActionWrite
- FormRequired
ActionWrite- New Client
Triggers when a new client is created.
Try ItTriggerInstant - Template
- Job Name
- Client ID
- Job Manager
- Description
- Due
ActionWrite- Client IDRequired
- Company Name
- First Name
- Last Name
- Email Address
- Description
- Phone
- Street Address
- City
- State/Province/Region
- Zip/Postal Code
- Website
- Tags
- QuickBooks 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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