Connect Gravity Forms and Planfix to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Gravity Forms and Planfix together. Build enterprise-grade automation in minutes.

Our most popular template

Create Planfix tasks from new Gravity Forms submissions
Details
Try it
Gravity Forms + Planfix

Create Planfix tasks from new Gravity Forms submissions

Details

Try it

Gravity Forms + Planfix

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Gravity Forms with Planfix - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Form Submission" from Gravity Forms.

Add your action

An action happens after the trigger—such as "New Comment" in Planfix.

You’re connected!

Zapier seamlessly connects Gravity Forms and Planfix, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  Required
Action
Write
Delete Comment
Trigger when a comment is deleted
Trigger
Instant
Try It
New Contact
Trigger when a new contact is created
Trigger
Instant
Try It
Update Contact
Trigger when a contact is updated
Trigger
Instant
Try It

New Task
Trigger when a new task is created
Trigger
Instant
Try It
Update Task
Trigger when a task is updated
Trigger
Instant
Try It

- ActionId
  Required
- Text
  Required
Action
Write
- Template
- Contact No.
  Required
- First name
- Middle name
- Last name
- Additional information
- Position
- Address
- Website
- Email
- Skype
- ICQ
- Contact group
- Is a company
- Show in list for choosing task participants
- Show in list for choosing task counterparty
- Date of birth
Action
Write
- Contact No.
  Required
Action
Write
- Template
  Required
- Task name
  Required
- Description
- Project
- Start date
- Due date
- Assigner
- Assignee
- Participants
- Files
Action
Write
- Contact name
Action
Search

- Form
  Required
Action
Write
New Comment
Trigger when a comment is created
Trigger
Instant
Try It
Update Comment
Trigger when a comment is updated
Trigger
Instant
Try It
Delete Contact
Trigger when a contact is deleted
Trigger
Instant
Try It
- Type
  Required
- Field
  Required
Trigger
Instant
Try It
Delete Task
Trigger when a task is deleted
Trigger
Instant
Try It
- Task No.
  Required
- Text
  Required
- Notify users
- Attachments
Action
Write
- Template
  Required
- First name
- Middle name
- Last name
- Additional information
- Position
- Address
- Website
- Email
- Skype
- ICQ
- Contact group
- Is a company
- Show in list for choosing task participants
- Show in list for choosing task counterparty
- Date of birth
Action
Write
- Comment Id
  Required
Action
Write
- Task No.
  Required
Action
Write
- Template
- Task No
  Required
- Task name
  Required
- Description
- Project
- Start date
- Due date
- Assigner
- Assignee
- Participants
Action
Write
- Task title
Action
Search

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Gravity Forms and Planfix to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Gravity Forms on the Zapier blog

Make work flow with AI

Level up your Gravity Forms to Planfix integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys WordPress

Similar apps

Formdesk

Forms & Surveys

Zoho Creator

App Builder, Zoho

Formidable Forms

Forms & Surveys, WordPress

About Planfix

Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Connect Gravity Forms and Planfix to power AI-driven automation

Launch your first automated workflow

Create Planfix tasks from new Gravity Forms submissions

Create Planfix tasks from new Gravity Forms submissions

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Gravity Forms and Planfix to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Gravity Forms on the Zapier blog

6 ways to automate Gravity Forms with Zapier

How to send Gravity Forms responses to Salesforce as custom objects

How to add a new lead to Salesforce for new Gravity Forms responses

Make work flow with AI

Connect Gravity Forms to Planfix on the world's largest no-code automation platform