Connect Gravity Forms and canopy to Build Intelligent Automations

Choose a Trigger

Gravity Forms

When this happens...

Choose an Action

canopy

Automatically do this!

Enable Integrations or automations with these events of Gravity Forms and canopy

Enable Integrations or automations with these events of Gravity Forms and canopy

Triggers

New Form Submission

New Form Submission

Triggered when a new form is submitted in Gravity Forms.

Request a new Trigger for Gravity Forms

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Gravity Forms and canopy?

To start, connect both your Gravity Forms and canopy accounts to viaSocket. Once connected, you can set up a workflow where an event in Gravity Forms triggers actions in canopy (or vice versa).

Can we customize how data from Gravity Forms is recorded in canopy?

Absolutely. You can customize how Gravity Forms data is recorded in canopy. This includes choosing which data fields go into which fields of canopy, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Gravity Forms and canopy?

The data sync between Gravity Forms and canopy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Gravity Forms to canopy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Gravity Forms and canopy?

Yes, you can set conditional logic to control the flow of data between Gravity Forms and canopy. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Gravity Forms

About Gravity Forms

Gravity Forms is a powerful and flexible WordPress plugin that allows users to create custom forms for their websites. It offers a wide range of features including conditional logic, file uploads, and multi-page forms, making it ideal for collecting information, conducting surveys, and managing user registrations.

Learn More
canopy

About canopy

Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.

Learn More