1.Detects new form submission
Integrate Gravity Forms and form mapping tools to capture company, event, totals, and dates from new submissions to create accounting-ready inputs.
Create accounting record and update headcount from forms
Automatically monitor new form submissions across Gravity Forms and Airtable for headcount and Accounting fields. Create and update records when payments applyβso you can keep headcount accurate, record journal-ready entries, and avoid manual rekeying and reconciliation.
How this automation preserves accurate headcount and journal entries
When new form submissions arrive, delays can leave headcount tables and accounting records mismatched. This automation maps submission fields, finds and updates or creates headcount records, and writes accounting payment detailsβso your team can close the loop faster.
Gravity Formsor swap with your favorite app
2.Finds headcount by key
Integrate Airtable and database lookup tools to search the Head Count table by combined company and event key to confirm record existence.
Airtableor swap with your favorite app
3.Normalizes complimentary seats
Integrate Formatter by Zapier and formula tools to coerce complimentary seats into a non-negative normalized seat count for writes.
Formatter by Zapieror swap with your favorite app
4.Branches create or update headcount
Integrate Filter by Zapier and branching logic tools to choose update versus create based on whether the headcount record exists.
Filter by Zapieror swap with your favorite app
5.Updates headcount and creates accounting
Integrate Airtable and accounting tables to update or create headcount and create an Accounting record when payment total is greater than zero.
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Accelerate month-end accuracy with automated entry creation, approval routing, and record updates
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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