Gravity Forms + Jetpack Workflow
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.
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 Submission
Triggers when the specified form is submitted.
- automatically do this!Create Client
Triggers when a new client is created.
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
Updated Client
Triggers when a client has been updated.
Try ItCompany Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
FormRequired
New Client
Triggers when a new client is created.
Try ItTemplate
Job Name
Client ID
Job Manager
Description
Due
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
