AdminPulse + Gravity Forms

Create new AdminPulse documents from Gravity Forms submissions

Effortlessly streamline your form submission and document creation process with this automation. When a new form submission is received in Gravity Forms, this workflow instantly generates a document in AdminPulse, saving you valuable time and reducing manual data entry. Stay organized and manage documents more efficiently with this seamless integration between Gravity Forms and AdminPulse.

Effortlessly streamline your form submission and document creation process with this automation. When a new form submission is received in Gravity Forms, this workflow instantly generates a document in AdminPulse, saving you valuable time and reducing manual data entry. Stay organized and manage documents more efficiently with this seamless integration between Gravity Forms and AdminPulse.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    AdminPulseAdminPulse
    Create Document

    Creates a new document.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Action
    Write
    • FileRequired

    • Document TypeRequired

    • Creation Date

    • Document Date

    • Relation Identifier

    • Tags (semicolon delimited)

    Action
    Write
    • TitleRequired

    • DescriptionRequired

    • Relation IdentifierRequired

    • Interaction TypeRequired

    • Date (ddMMyyyy)Required

    • Time (HH:mm)Required

    Action
    Write
    • Relation APR Code (This field has to contain the APR Code, it will be extracted from the text if other info is also in place.)Required

    • Tag

    Action
    Write
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adminpulse logo

About AdminPulse

AdminPulse is the online office management software for accountants, bookkeepers and auditors

Related categories

  • Accounting
gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn more

Related categories

  • Forms & Surveys
  • WordPress

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