Gravity Forms + OrbisX

Create leads in OrbisX from new Gravity Forms submissions

Easily streamline your lead generation process with this efficient workflow. When a new form submission is received in Gravity Forms, a lead will be automatically created in OrbisX, saving you time and ensuring a smooth transfer of information. Keep your leads organized and up-to-date with this seamless connection between Gravity Forms and OrbisX.

When this happens...
Form Submission
Triggers when the specified form is submitted.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
- Use Admin Field Labels?
Trigger
Instant
Try It
- FormRequired
Action
Write
Deleted Event Hook
Triggers when an event is deleted.
Trigger
Instant
Try It
- Invoice IDRequired
Trigger
Scheduled
Try It
New Clients
Triggers when a new clients are created.
Trigger
Scheduled
Try It

New Estimate
Triggers when a new estimate is created.
Trigger
Scheduled
Try It
New Events
Triggers when a new events are created.
Trigger
Scheduled
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New Expense
Triggers when a new expense is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Trigger
Instant
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New Leads Hook
Triggers when a new lead is created.
Trigger
Instant
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New Payment Hook
Triggers when a new payment is created.
Trigger
Instant
Try It
New Tag Added to Lead
Triggers when a tag or label is added to a lead
Trigger
Instant
Try It
New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Trigger
Instant
Try It
Updated Events Hook
Triggers when an event is updated.
Trigger
Instant
Try It
- Assigned Staff MemberRequired
- Event DateRequired
- Event TimeRequired
- TitleRequired
- Details
- Price
- Duration (minutes)
- Service ID
- Existing Client
- New Client Name
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Event Address
Action
Write
- Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Lead Value ($)
- Notes
- Source
- Tag
Action
Write
- Lead ID
- Email
- Phone
- Notes
Action
Write
- Full Name
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
Action
Search
- Contact / Full NameRequired
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
- Source
Action
Search or write

- FormRequired
Action
Write
Completed Event Hook
Triggers when an event is completed
Trigger
Instant
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Get POS Items
Triggers when a list of available POS items is required.
Trigger
Scheduled
Try It
New Booking Request Received
Triggers when a new booking request is received
Trigger
Instant
Try It
New Clients Hook
Triggers when a new client is created.
Trigger
Instant
Try It
New Estimate Hook
Triggers when a new estimate is created.
Trigger
Instant
Try It
New Events Hook
Triggers when a new event is created.
Trigger
Instant
Try It
New Expense Hook
Triggers when a new expense is created.
Trigger
Instant
Try It
New Invoice Hook
Triggers when a new invoice is created
Trigger
Instant
Try It
New Leads
Triggers when a new leads are created.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is created.
Trigger
Scheduled
Try It
New Tag Added to Client
Triggers when a tag or label is added to a client
Trigger
Instant
Try It
New Tag Removed From Client
Triggers when a tag or label is removed from a client
Trigger
Instant
Try It
Updated Invoice Hook
Triggers when an invoice is updated
Trigger
Instant
Try It
- Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Write
- AmountRequired
- CategoryRequired
- Vendor/SupplierRequired
- New Customer Name
- Existing Client
- Reference Number
- Expense Date
- Notes
- Tax Label
- Currency Code
- Expense Account
Action
Write
- Message TypeRequired
- Message ContentRequired
- Client's Phone or EmailRequired
Action
Write
- Full Name
- Phone
- Email
Action
Search
- Contact / Full NameRequired
- Phone
- Email
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- 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.

Learn more Help

Related categories

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About OrbisX

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Gravity Forms + OrbisX

Create leads in OrbisX from new Gravity Forms submissions

Form Submission

Use Admin Field Labels?

Submit Form

FormRequired

Deleted Event Hook

List Invoice Items

Invoice IDRequired

New Clients

New Estimate

New Events

New Expense

New Invoice

New Invoice Hook Event Completed

New Leads Hook

New Payment Hook

New Tag Added to Lead

New Tag Removed From Lead

Updated Events Hook

Create Event

Assigned Staff MemberRequired

Event DateRequired

Event TimeRequired

TitleRequired

Details

Price

Duration (minutes)

Service ID

Existing Client

New Client Name

Vehicle Year

Vehicle Make

Vehicle Model

Event Address

Create Lead

Contact / Full NameRequired

Initial Interest

Company

Phone

Email

Website

Address

City

State/Province

Zip/Postal Code

Country

Vehicle Year

Vehicle Make

Vehicle Model

Lead Value ($)

Notes

Source

Tag

Update Lead

Lead ID

Email

Phone

Notes

Find Leads

Full Name

Phone

Email

Tag

Vehicle Year

Vehicle Make

Vehicle Model

Find or Create a Lead

Contact / Full NameRequired

Phone

Email

Tag

Vehicle Year

Vehicle Make

Vehicle Model

Initial Interest

Company