Integrations Gravity Forms practifi
Gravity Forms + practifi

Integrate Gravity Forms and practifi with viaSocket

Gravity Forms already connects with hundreds of apps. practifi's automation is still on its way. Want to speed that up?

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Supported Triggers & Actions

Everything you can automate between Gravity Forms and practifi.

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Submission

New Form Submission

Triggered when a new form is submitted in Gravity Forms.

Request a new Trigger for Gravity Forms

Do thisAction

No action available

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Gravity Forms
Gravity Forms + practifi
Gravity Forms logo

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
Integrations practifi
practifi + Gravity Forms
practifi logo

About practifi

Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.

Learn more

Frequently Asked Questions

How do I connect Gravity Forms and practifi?

Sign up for a free viaSocket account, then authorize both your Gravity Forms and practifi accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Gravity Forms and practifi as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Gravity Forms to practifi?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach practifi. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Gravity Forms triggers actions in practifi, and a separate workflow where practifi triggers actions in Gravity Forms. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Gravity Forms and practifi. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Gravity Forms and practifi integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.