Connect Gravity Forms and practifi to Build Intelligent Automations
Enable Integrations or automations with these events of Gravity Forms and practifi
Enable Integrations or automations with these events of Gravity Forms and practifi
Triggers
New Form Submission
Triggered when a new form is submitted in Gravity Forms.
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Frequently Asked Questions
To start, connect both your Gravity Forms and practifi accounts to viaSocket. Once connected, you can set up a workflow where an event in Gravity Forms triggers actions in practifi (or vice versa).
Absolutely. You can customize how Gravity Forms data is recorded in practifi. This includes choosing which data fields go into which fields of practifi, setting up custom formats, and filtering out unwanted information.
The data sync between Gravity Forms and practifi typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Gravity Forms and practifi. 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.
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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About practifi
Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.
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