Gravity Forms
· #37 most-usedYour WordPress forms, automated end-to-end
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.
Eliminates manual work. Eliminates manual entry triage, cross-system copy-paste, and the weekly routine of exporting submissions and forwarding them to downstream tools.
What your Gravity Forms agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Gravity Forms × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
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.
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales18 min / weekManual 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.
Sales Agent0 minAgent scores and routes instantlyThe 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.
- Marketing13 min / weekCampaign signup copy-paste
The team manually exports 'Event Registration' entries, reformats them, and imports into Mailchimp — a 13-minute ritual after every campaign send.
Marketing Agent0 minAgent syncs submissions liveEach registration entry triggers an immediate Mailchimp subscriber add, with UTM source and segment mapped from the form's hidden fields.
- Customer Support18 min / weekSupport 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.
Customer Support Agent0 minAgent creates tickets automaticallyEvery 'Support Request' submission spawns a prioritised helpdesk ticket with the urgency, product, and description pre-filled — agents start solving, not sorting.
- Human Resources7 min / weekLeave 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.
Human Resources Agent0 minAgent updates HRIS on submissionEach approved 'Leave Request' entry triggers an HRIS update and a personalised confirmation — zero human touchpoints between submission and calendar block.
- Finance13 min / weekExpense claim reconciliation
Finance manually downloads 'Expense Claim' entries, verifies receipt fields, and updates the accounting ledger — a 13-minute reconciliation loop per batch.
Finance Agent0 minAgent reconciles on entry creationWhen 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.
- Operations25 min / weekVendor 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.
Operations Agent0 minAgent syncs vendor across all systemsOne '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.
- Legal6 min / weekGDPR 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.
Legal Agent0 minAgent finds and deletes instantlyWhen 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.
Calculate what your team saves
Based on Gravity Forms's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.
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.
Find Gravity Forms in the Apps library and click Connect. MCP is selected by default.
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.
Actionist runs a read-only call to verify the handshake. You're ready.
15 actions your agent can call
Read and write operations available to your Actionist agent.
6 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.
Skills that pair with Gravity Forms
Reusable agent skills that work well alongside this app.
MCP servers that work with Gravity Forms
Connect Actionist to MCP servers built for or around this app.