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Gravity Forms + Practifi

Gravity Forms + Practifi

Gravity Forms + Practifi integrations

Create Practifi clients from new Gravity Forms submissions

Easily streamline your client onboarding process with this workflow that connects Gravity Forms to Practifi. When a new form submission occurs in Gravity Forms, a client is created in Practifi without any manual intervention. This automation not only saves time but also ensures accurate data entry, allowing you to focus on providing top-notch service to your clients.

  1. When this happens...
    Form Submission
    Form Submission
    Form SubmissionTriggers when the specified form is submitted.
    TriggerInstant
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreate a client, its primary contact and optionally kick off a process.
    ActionWrite
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More things you can do with Gravity Forms and Practifi

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

    • Form
      Required
    • Use Admin Field Labels?
    Trigger
    Instant
    Try It
    • Form
      Required
    Action
    Write
    • Update using
      Required
    • Id
    • Client Key
    • Client Name
    • Entity Type
    • Notes
    • Segment
    • Stage
    • Housing Status
    • Marital Status
    • Trading Name
    • Tax Registration Number
    • Incorporation Date
    • Liability
    • Trading Name
    • Tax Registration Number
    • Trust Type
    • Deed Date
    • Id
    • Key
    • Salutation
    • First Name
    • Last Name
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    • Id
    • Key
    • Salutation
    • First Name
    • Last Name
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    • Type
    • Street
    • City
    • State
    • Postal Code
    • Country
    • Street
    • City
    • State
    • Postal Code
    • Country
    Action
    Write
    • Update using
      Required
    • Id
    • Key
    • Salutation
    • First Name
    • Last Name
      Required
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    Action
    Write
    • Form
      Required
    Action
    Write
    • Client Key
    • Client Name
    • Entity Type
    • Notes
    • Segment
    • Stage
    • Housing Status
    • Marital Status
    • Trading Name
    • Tax Registration Number
    • Incorporation Date
    • Liability
    • Trading Name
    • Tax Registration Number
    • Trust Type
    • Deed Date
    • Key
    • Salutation
    • First Name
    • Last Name
      Required
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    • Key
    • Salutation
    • First Name
    • Last Name
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    • Type
    • Street
    • City
    • State
    • Postal Code
    • Country
    • Street
    • City
    • State
    • Postal Code
    • Country
    Action
    Write
    • Update using
      Required
    • Id
    • Client Key
    • Client Name
    • Entity Type
    • Notes
    • Segment
    • Stage
    • Housing Status
    • Marital Status
    • Trading Name
    • Tax Registration Number
    • Incorporation Date
    • Liability
    • Trading Name
    • Tax Registration Number
    • Trust Type
    • Deed Date
    • Id
      Required
    • Key
    • Salutation
    • First Name
    • Last Name
      Required
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    • Id
    • Key
    • Salutation
    • First Name
    • Last Name
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    • Type
    • Street
    • City
    • State
    • Postal Code
    • Country
    • Street
    • City
    • State
    • Postal Code
    • Country
    Action
    Write
    • Update using
      Required
    • Id
    • Key
    • Salutation
    • First Name
    • Last Name
      Required
    • Birth Date
    • Email
    • Mobile Phone
    • Home Phone
    • Business Phone
    • Other Phone
    • Client Key
    Action
    Write
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gravity-forms logo
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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practifi logo
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About Practifi
Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.
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