Gravity Forms + Practifi
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.
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.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Client
Create a client, its primary contact and optionally kick off a process.
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
Update usingRequired
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
Update usingRequired
Id
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
FormRequired
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 NameRequired
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
Update usingRequired
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
IdRequired
Key
Salutation
First Name
Last NameRequired
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
Update usingRequired
Id
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Client Key
