Integrations Gravity Forms fieldnotes
Gravity Forms + fieldnotes

Connect Gravity Forms and fieldnotes to Build Intelligent Automations

Choose a Trigger

Gravity Forms

When this happens...

Choose an Action

fieldnotes

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

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

Triggers

New Form Submission

New Form Submission

Triggered when a new form is submitted in Gravity Forms.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Gravity Forms and fieldnotes 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 fieldnotes?

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 fieldnotes?

Yes, you can set conditional logic to control the flow of data between Gravity Forms and fieldnotes. 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.

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fieldnotes

About fieldnotes

Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.

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