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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Form Submission" from Gravity Forms.

Add your action

An action happens after the trigger—such as "Create Team" in Workboard.

You’re connected!

Zapier seamlessly connects Gravity Forms and Workboard, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
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- Form
  Required
Action
Write
- Workstream
- Tag
- Action item
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
New Workstream
Triggers when you select a workstream on Workboard and push it to your Zap.
Trigger
Instant
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- Team
- WorkStream Name
  Required
- Workstream objective
  Required
Action
Write
- Metric
  Required
- Metric Data
  Required
- Metric Type
  Required
Action
Write

- Form
  Required
Action
Write
New Action Item
Triggers when you select an action item on Workboard and push it to your Zap.
Trigger
Instant
Try It
- Goals by team
- Team
- Goals by me
Trigger
Instant
Try It
New Meeting
Triggers when you create a team meeting or 1on1 meeting on Workboard.
Trigger
Instant
Try It
- Team Name
  Required
- Company Name
  Required
Action
Write
- Workstream
- Description
  Required
- Note
- Due date
- Owner
- Assignee
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Gravity Forms and Workboard to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Gravity Forms on the Zapier blog

Make work flow with AI

Level up your Gravity Forms to Workboard integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Gravity Forms

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

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About Workboard

Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.

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