1.Captures new form submission
Integrate Gravity Forms and form processing tools to map transaction reference, payer email, payment status, and purpose to the workflow payload.
Create backend account records from paid form submissions
Automatically capture new paid form submissions across Gravity Forms and Zapier. Create and update when paid status submissions, balance purpose marked, or transaction reference mappedβso you can post payments, create backend account records, and generate follow-up tasks without manual data entry.
How this automation creates backend account records fast
When paid submissions arrive without automation, data gaps can delay posting and reconciliation. This automation captures submission details and routes qualifying top-ups to backend posting and follow-up task creationβso your team can close the loop faster.
Gravity Formsor swap with your favorite app
2.Posts payment through sub-workflow
Integrate Sub-Zap by Zapier and payment processing tools to call the backend workflow with transaction reference, payer email, and payment mode.
Sub-Zap by Zapieror swap with your favorite app
3.Filters for top-up submissions
Integrate Filter by Zapier and data validation tools to continue only when purpose indicates balance top-ups.
Filter by Zapieror swap with your favorite app
4.Creates top-up follow-up tasks
Integrate Sub-Zap by Zapier and task management tools to call the follow-up workflow with payer email and account reference.
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Explore all payment processing management automations
Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
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