FYI + Gravity Forms
Create file notes in FYI for new form submissions in Gravity Forms
This workflow springs into action when you submit a form in Gravity Forms, swiftly creating a file note in FYI. It's an effortless way for you to keep your notes organized and updated, eliminating the need for manual entry. With this seamless process, you can ensure consistent documentation and boost your productivity.
This workflow springs into action when you submit a form in Gravity Forms, swiftly creating a file note in FYI. It's an effortless way for you to keep your notes organized and updated, eliminating the need for manual entry. With this seamless process, you can ensure consistent documentation and boost your productivity.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create File Note
Create a File Note.
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
NameRequired
Client Email
User Email
Client Code
Export Code
XPM ID
FileRequired
Name
Create job if it doesn’t exist yetRequired
Job Type
Description
Job Code
Partner Email
Manager Email
Start Date
Due Date
FormRequired
Create client if it doesn’t exist yetRequired
Export to xero if connectedRequired
Group Name
Phone Number
Mobile Number
Partner Email
Manager Email
NameRequired
Create group if it doesn’t exist yetRequired
NameRequired
Web LinkRequired
Source
Client Email
User Email
Client Code
Export Code
XPM ID
