Gravity Forms

Gravity Forms

· #37 most-used

Your WordPress forms, automated end-to-end

FormsAutomationMarketingProductivityDatabase

Gravity Forms is the leading WordPress plugin for building advanced forms — from simple contact pages to multi-step payment flows with conditional logic. Connect it to Actionist and your agent can create, read, update, and delete entries; inspect and modify form definitions; manage notifications and confirmations; and submit forms on behalf of any system — turning every form on your WordPress site into a fully automated data pipeline.

Average time saved
10 hours
per person · per month
1 workdays back

Eliminates manual work. Eliminates manual entry triage, cross-system copy-paste, and the weekly routine of exporting submissions and forwarding them to downstream tools.

Schedule

What your Gravity Forms agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Mon
Tue
Wed
Thu
Fri
7am
8am
9am
10am
11am
12pm
1pm
2pm
3pm
4pm
5pm
6pm
Agents
Multi-app workflows

Gravity Forms × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
9Apps spanned
~54 hrsSaved / week
6Personas served
customer-success★ FeaturedSaves 1h 30m · runs ~10× /week

Form submission to onboarding in 60 seconds

When a customer submits the 'Welcome Survey' form in Gravity Forms, your agent reads every field — product tier, primary use case, team size — and immediately checks whether a matching entry already exists to prevent duplicates. A follow-up entry is created in the 'Onboarding Tracker' form, a personalised welcome message is posted to the #new-customers Slack channel tagging the assigned CSM, and a kickoff call is dropped on the calendar before the customer has closed their browser tab. Every new account gets the same flawless first impression, at any volume.

Trigger: When a customer submits the 'Welcome Survey' Gravity Forms form
Step 1 trigger
Gmail
Detect new customer welcome email trigger
Step 2 read
Gravity Forms
Search entries for matching customer email
Step 3 write
Gravity Forms
Create entry in Onboarding Tracker form
Step 4 write
Slack
Post welcome message to #new-customers with CSM tag
Step 5 write
Google Calendar
Schedule kickoff call on CSM calendar
Zero dropped handoffs
Savings

What this looks like for your team

The comparison strip shows real manual tasks your agent replaces. The calculator translates that into your team's numbers.

Without Actionist
With Gravity Forms agent
  • Sales
    Manual lead triage
    Reps download CSV exports from Gravity Forms, manually score leads, and copy qualifying fields into the CRM — 18 minutes per batch, done twice daily.
    18 min/week
    Sales Agent
    Agent scores and routes instantly
    The moment a 'Demo Request' entry lands, the agent scores it from the form fields and pushes a qualified record to HubSpot before the rep's coffee cools.
  • Marketing
    Campaign signup copy-paste
    The team manually exports 'Event Registration' entries, reformats them, and imports into Mailchimp — a 13-minute ritual after every campaign send.
    13 min/week
    Marketing Agent
    Agent syncs submissions live
    Each registration entry triggers an immediate Mailchimp subscriber add, with UTM source and segment mapped from the form's hidden fields.
  • Customer Support
    Support form inbox triage
    Agents open each 'Support Request' entry individually, read the urgency field, and manually create helpdesk tickets — 18 minutes of context-switching every shift.
    18 min/week
    Customer Support Agent
    Agent creates tickets automatically
    Every 'Support Request' submission spawns a prioritised helpdesk ticket with the urgency, product, and description pre-filled — agents start solving, not sorting.
  • Human Resources
    Leave request data entry
    HR manually copies 'Leave Request' form entries into the HRIS and sends individual confirmation emails — 7 minutes per request, dozens per week.
    7 min/week
    Human Resources Agent
    Agent updates HRIS on submission
    Each approved 'Leave Request' entry triggers an HRIS update and a personalised confirmation — zero human touchpoints between submission and calendar block.
  • Finance
    Expense claim reconciliation
    Finance manually downloads 'Expense Claim' entries, verifies receipt fields, and updates the accounting ledger — a 13-minute reconciliation loop per batch.
    13 min/week
    Finance Agent
    Agent reconciles on entry creation
    When an 'Expense Claim' entry is submitted with a receipt, the agent verifies completeness, stamps approval status, and logs the transaction to the finance sheet — no CSV download.
  • Operations
    Vendor onboarding data entry
    Ops manually transfers 'Vendor Registration' form entries into the supplier database, Notion wiki, and HubSpot — a 25-minute per-vendor routine for each new supplier.
    25 min/week
    Operations Agent
    Agent syncs vendor across all systems
    One 'Vendor Registration' submission fans out to the supplier sheet, the Notion wiki page, and a HubSpot company record — all three created before the vendor reads the confirmation.
  • Legal
    GDPR erasure request lookup
    Legal manually searches Gravity Forms entries by email for each data erasure request, identifying affected submissions before deletion — a 6-minute hunt per case.
    6 min/week
    Legal Agent
    Agent finds and deletes instantly
    When an erasure request arrives, the agent searches all forms for the email, compiles matching entry IDs, deletes them, and logs each deletion to the compliance register.

+ 100s of other automations your agent handles

Average monthly savings
10 hours / person
ROI calculator

See what your team gets back

Team size
10 people
Fully-loaded rate
$20 / hour
Hours / week
25
Hours / year
1,250
Annual ROI
$25,000

Baseline: 2.5 hrs saved per person per week, across the full Gravity Forms automation set.

Connect

How to plug Gravity Forms into Actionist

Pick the connection method that suits your environment.

The fastest path to Gravity Forms. Install the MCP server in one click and your agent connects via a scoped API handshake — no tokens to copy, no WordPress admin spelunking, and access is revocable any time from the Apps tab.

1
Open the Apps tab

Find Gravity Forms in the Apps library and click Connect. MCP is selected by default.

2
Authorise in Gravity Forms

Enter your WordPress site URL and your Gravity Forms API credentials when prompted. Actionist requests read/write scopes for Entries, Forms, Notifications, and Feeds only.

3
Test the connection

Actionist runs a read-only call to verify the handshake. You're ready.

Read the Gravity Forms docs →
Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

6 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

Skills

Skills that pair with Gravity Forms

Reusable agent skills that work well alongside this app.

No paired skills curated yet. Add this app to your agent to discover what fits.
MCP servers

MCP servers that work with Gravity Forms

Connect Actionist to MCP servers built for or around this app.

No MCP servers indexed for this app yet.
FAQs

Questions about Gravity Forms + Actionist

How does Actionist connect to Gravity Forms?
Via the Gravity Forms REST API. The recommended path is MCP — click Connect in the Apps tab, enter your WordPress URL and API credentials, and the agent authenticates with scoped read/write access to Entries, Forms, Notifications, and Feeds. Alternatively, generate a Consumer Key and Secret from WordPress admin → Forms → Settings → REST API and paste them directly into the API Token connection method.
Which Gravity Forms licence do I need?
The REST API is available on all Gravity Forms licence tiers — Basic, Pro, and Elite. However, add-on feeds (Mailchimp, Stripe, Slack, etc.) that the agent can manage via the Manage Feed action require the add-on to be installed on your WordPress site, which may need a Pro or Elite licence depending on the specific add-on.
Can the agent read entries from any form, or only specific ones?
Any form on your connected WordPress site. The agent can List forms to discover form IDs, then query entries by form ID. You can scope a workflow to a single form by hardcoding its ID, or make it dynamic by letting the agent look up forms by title at runtime. No form is off-limits once the connection is authorised, so restrict API key permissions if you need to exclude sensitive forms.
Will submitting a form via the agent trigger notifications and confirmations?
Yes. The Submit Form action goes through the full Gravity Forms submission pipeline — all configured email notifications fire, confirmation messages are returned, and any active add-on feeds (Mailchimp, Stripe, etc.) process the entry exactly as if a real user clicked Submit. If you want to create a raw entry without triggering notifications, use Create Entry instead, which bypasses the notification layer.
How do I prevent duplicate entries when the agent retries on failure?
Use the Search Entries action before Create Entry or Submit Form. Have the agent search for an existing entry with a unique field value (email address, order ID, or a custom deduplication field) before creating a new one. If a match is found, skip creation or route to Update Entry instead. This idempotency check adds one extra API call but eliminates duplicates even when a workflow retries after a transient error.
Can the agent react to new submissions in real time?
Yes, via the Form Submission trigger. Gravity Forms sends a webhook payload to Actionist the moment a visitor submits a form. The trigger delivers all field values, the entry ID, and payment status so your agent can act within seconds of submission — no polling required. Make sure the webhook URL is configured in Gravity Forms under the form's Settings → Webhooks (requires the Webhooks add-on).
What happens if I disconnect the integration?
The connection is removed from the Apps tab and all workflows using Gravity Forms actions or triggers will pause on their next run. Existing entries in Gravity Forms are untouched — the disconnect only revokes Actionist's API access, it does not delete any data on your WordPress site. Reconnecting with the same credentials restores full access immediately.
Are there rate limits I should know about?
The Gravity Forms REST API does not publish a hard rate limit, but WordPress server capacity is the practical constraint — shared hosting environments may throttle rapid sequential requests. For bulk operations like exporting thousands of entries or patching many forms, use the Export Entries and List Entries actions with reasonable pagination (100–250 entries per page) and add a short delay between batches. Dedicated or managed WordPress hosting (WP Engine, Kinsta) handles higher throughput without issue.