1.Detect re-sign form submission
Integrate Gravity Forms and form submission workflows to capture qualifying re-sign submissions for CRM and accounting processing.
Update CRM records and push accounts for re-signs
Automatically detect re-sign form submissions across Gravity Forms and Keap. Create and update CRM records and push accounting payloads when re-sign form submission received, approval granted, or sale-type matches — so you can update contacts, post billing rows, and format renewal dates without manual reconciliation.
How this automation protects re-sign billing accuracy
When re-sign submissions arrive with approval and plan details, delays can lead to billing mismatches and missed renewals. This automation filters qualifying submissions, updates Keap contact records, and posts accounting payloads—so your team can renew with confidence.
Gravity Formsor swap with your favorite app
2.Validate re-sign approval
Integrate Filter by Zapier and rules engines to continue only for approved re-sign submissions with matching sale-type fields.
Filter by Zapieror swap with your favorite app
3.Find or match contact record
Integrate Keap and CRM lookup tools to find the right contact by submitted identifier or email for mapping.
Keapor swap with your favorite app
4.Compute totals and format dates
Integrate Formatter by Zapier and analytics tools to calculate plan totals and format contract start dates.
Formatter by Zapieror swap with your favorite app
5.Post accounting payload to endpoint
Integrate Xero and Webhooks by Zapier to post billing payloads using Xero contact lookup and mapped pricing fields.
Xeroor swap with your favorite app
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