1.New form submission captured
Integrate Gravity Forms, form builders, and data mapping tools to capture each submission and expose fields to prioritize trial intake.
Create trial lead item on intake board for follow-up
Automatically monitor new trial form submissions across Gravity Forms. Create and update monday.com intake items when trial type is personal or businessβso you can triage faster, capture key fields, and route follow-up without manual intake setup.
How this automation prioritizes your trial intake
When new trial form submissions arrive, delays can slow triage and follow-up. This automation captures submission fields and branches trial type to create the right monday.com intake itemβso your team can follow up immediately.
Gravity Formsor swap with your favorite app
2.Branches by trial type
Integrate Paths by Zapier, routing rules, and workflow conditions to evaluate the trial choice and continue only on the matching path.
Paths by Zapieror swap with your favorite app
3.Creates personal intake item
Integrate monday.com, contact fields, and item templates to map submission data and create the personal intake item in your group.
monday.comor swap with your favorite app
4.Creates business intake item
Integrate monday.com, CRM-like fields, and intake boards to map submission data and create the business intake item in your group.
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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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