Gravity Forms + Sellsy

Create tasks in Sellsy from new Gravity Forms submissions

Effortlessly manage your tasks and stay organized with this convenient workflow between Gravity Forms and Sellsy. When a new form submission is received in Gravity Forms, a task will be created in Sellsy, ensuring that important tasks are added to your to-do list without any manual work. Keep up with your workload and never miss a task again with this seamless automation.

When this happens...
Form Submission
Triggers when the specified form is submitted.
TriggerInstant
automatically do this!
Create Task
Triggers when a new task is created.
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
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It

Updated Task
Triggers when a task is updated.
Trigger
Instant
Try It
- Linked Object TypeRequired
- Linked IdRequired
- ContentRequired
- Date
Action
Write

- Last NameRequired
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Write
- LabelRequired
- Description
- DateRequired
- Confidentiality
- Guests
Action
Write
- Prospect or ClientRequired
- Company TypeRequired
- NameRequired
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
Action
Write
- Name, Email or PhoneRequired
Action
Search
- Name, Email or PhoneRequired
- Last NameRequired
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Search or write

- FormRequired
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Company TypeRequired
Trigger
Instant
Try It
Updated Opportunity Status
Triggers when the status is changed on an opportunity.
Trigger
Instant
Try It
Deleted Task
Triggers when a task is deleted.
Trigger
Instant
Try It
- Company TypeRequired
Trigger
Instant
Try It
- Last NameRequired
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Write
- FunnelRequired
- StepRequired
- Company TypeRequired
- CompanyRequired
- NameRequired
- SourceRequired
- Brief
- Due Date
- Opportunity #
- Owner
- Potential Amount
- Probability
- Linked Staffs
Action
Write
- Prospect or ClientRequired
- Company TypeRequired
- NameRequired
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
Action
Write
- Name, Email or PhoneRequired
- Prospect or ClientRequired
Action
Search
- Name, Email or PhoneRequired
- Prospect or ClientRequired
- Prospect or ClientRequired
- Company TypeRequired
- NameRequired
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
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

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About Sellsy

Sellsy is a single tool that tracks all your customer cycles.

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 + Sellsy

Create tasks in Sellsy from new Gravity Forms submissions

Form Submission

Use Admin Field Labels?

Submit Form

FormRequired

Updated Contact

New Opportunity

New Task

Updated Task

Create Annotation

Linked Object TypeRequired

Linked IdRequired

ContentRequired

Date

Create/Update Contact

Last NameRequired

First Name

Title

Position

Email

Telephone

Mobile

Fax

Birthdate

Owner

Smart tags

Company

Website

Create Task

LabelRequired

Description

DateRequired

Confidentiality

Guests

Create/Update Company

Prospect or ClientRequired

Company TypeRequired

NameRequired

First Name

Reference

Email

Phone

Mobile

Fax

Siren

Siret

Owner

Smart tags

Facebook ID

LinkedIn ID

Viadeo ID

Twitter ID

Website

Address name, required if you want to add an address

Address part 1

Address part2

Address zip code

Address town

Address state

Address country code (default FR)

Find Contact

Name, Email or PhoneRequired

Finds or creates Contact

Name, Email or PhoneRequired

Last NameRequired

First Name

Title

Position

Email

Telephone

Mobile

Fax

Birthdate

Owner

Smart tags

Company