Gravity Forms

Forms

Process WordPress form submissions through operational workflows. Agents create entries, retrieve submissions, send notifications, validate data, and manage form lifecycle. 13 actions for Gravity Forms on WordPress.

13 actions available

Agent polls Get Form Entries to retrieve new WordPress form submissions

Agent calls Validate Submission to check data integrity on each entry

Valid entries created as contacts in HubSpot

Qualified contacts added to Instantly outreach campaign

Agent calls Update Entry to mark processed entries with status and timestamp

High-value entries with validation failures routed to ops manager before discard

What This Integration Enables

Gravity Forms integration gives agents access to form structure, entry data, and lifecycle management. Agents retrieve and process form submissions, create entries programmatically, validate data before processing, and manage form lifecycle. For WordPress-based operations, this is the form processing layer.

Without FlowRunner

Manual form export Staff export form entries from WordPress admin and paste into CRM manually

No validation checks Invalid email formats and missing fields create dirty CRM records

Duplicate processing risk No record of which entries have been processed leads to duplicate CRM records

With FlowRunner

Hourly automated processing New entries retrieved, validated, and routed to CRM within the hour

Data integrity on every entry Validation runs before any record is created in a connected system

Idempotent processing Processed status written back to Gravity Forms prevents any entry from running twice

Use Case Scenarios

WordPress Lead Capture to CRM

A WordPress site has a Gravity Forms contact form. Every hour, the agent calls Get Form Entries to retrieve new submissions. For each entry, it calls Validate Submission to check data integrity. Valid entries are created as contacts in HubSpot and added to the Instantly outreach campaign. Invalid entries (missing required fields, invalid email formats) are routed to a review queue.

Service Request Processing

A service-based business takes service requests through a Gravity Forms form. When the agent retrieves new entries from Get Form Entries, it creates a project in Asana, sends a confirmation email via MailerSend, and posts a notification to the #ops-team Slack channel. Service requests are tracked and assigned before anyone manually checks the WordPress admin.

Automated Entry Updates

After an agent processes a form entry and completes the downstream workflow, it calls Update Entry to mark the Gravity Forms entry with a processing status and timestamp. The WordPress admin panel reflects which entries have been processed. Duplicate processing is prevented because the agent checks for the processed status before acting on entries.

Human-in-Loop Highlight

When Validate Submission returns errors for a submission that looks like a high-value inquiry (large project scope, enterprise company), the agent does not discard it due to validation failures. It routes the invalid submission to the ops manager via Slack: "Invalid submission from [Name] at [Company] failed validation on [field]. Given the apparent project scope, review and decide whether to process manually or request resubmission." High-value leads do not get silently dropped on a validation error.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

13 actions

Capabilities

Create Form Creates a new Gravity Forms form in WordPress. Used when agents provision intake forms for new workflows or client engagements.
Get Form Retrieves a specific form's structure and settings. Used to understand field structure before processing entries.
Get Forms List Returns all forms on the WordPress site. Used in inventory and routing workflows.
Update Form Modifies form configuration. Used when forms need to be updated as workflow requirements change.
Delete Form Removes a form. Used in lifecycle and governance workflows.
Create Entry Creates a new form entry. Used when agents need to insert data into a Gravity Forms entry, for example, synchronizing data from an external system into the form's entry database.
Get Entry Retrieves a specific entry by ID. Used for targeted processing of individual submissions.
Get Form Entries Returns all entries for a specific form. Used in batch processing workflows where all submissions need to be retrieved and routed to downstream systems.
Update Entry Modifies an existing entry. Used to update entry status or add metadata after processing.
Delete Entry Removes an entry. Used in data governance and privacy compliance workflows.
Submit Entry Submits a form entry through the normal submission workflow. Used when agents need to trigger form submission events and associated notifications.
Send Entry Notification Triggers the notification emails configured for a form entry. Used when notifications need to be resent or triggered separately from submission.
Validate Submission Validates a form submission against the form's field rules. Used to check entry data before creating or updating records in connected systems.