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Gravity Forms + Autotask Integrations

Appy Pie Connect allows you to automate multiple workflows between Gravity Forms and Autotask

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Gravity Forms

Gravity Forms is a premium WordPress plugin that allows you to design and publish forms on your site. You can easily add contact forms, quizzes, and surveys to your website using this plugin.

About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

Autotask Integrations
Autotask Alternatives

Looking for the Autotask Alternatives? Here is the list of top Autotask Alternatives

  • Salesforce Salesforce
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  • HubSpot CRM HubSpot CRM

Best ways to Integrate Gravity Forms + Autotask

  • Gravity Forms Autotask

    Gravity Forms + Autotask

    Create Account from Autotask from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Autotask Create Account
  • Gravity Forms Autotask

    Gravity Forms + Autotask

    Create Ticket from Autotask from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Autotask Create Ticket
  • Gravity Forms Autotask

    Gravity Forms + Autotask

    Create Time Entry from Autotask from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Autotask Create Time Entry
  • Gravity Forms Autotask

    Gravity Forms + Autotask

    Create Contact from Autotask from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Autotask Create Contact
  • Gravity Forms Autotask

    Gravity Forms + Autotask

    Create Ticket Note from Autotask from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Autotask Create Ticket Note
  • Gravity Forms {{item.actionAppName}}

    Gravity Forms + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Gravity Forms + Autotask in easier way

It's easy to connect Gravity Forms + Autotask without coding knowledge. Start creating your own business flow.

    Triggers
  • Form Submission

    Triggers when a new specified form is submitted.

  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Task

    Triggers when a updated task is found.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

    Actions
  • New Entry

    Creates a new form entry.

  • Submit Form

    Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

How Gravity Forms & Autotask Integrations Work

  1. Step 1: Choose Gravity Forms as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Autotask as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Gravity Forms to Autotask.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Gravity Forms and Autotask

  • Gravity Forms is a popular plugin for WordPress. It allows you to create forms in a short time and add them to a page or a post. Autotask is a Salesforce application that offers tops to manage the sales process. Autotask integrates with Gravity Forms to help you create a form in WordPress and add it to Autotask.
  • Autotask is a Salesforce application that offers tops to manage the sales process. Gravity Forms is a popular plugin for WordPress. It allows you to create forms in a short time and add them to a page or a post.
  • Gravity Forms and Autotask integration allow users to set up an Autotask form in WordPress, which supports Gravity Forms markup. The information from the Autotask form will be saved in Salesforce.
  • Integration of Gravity Forms and Autotask offers the fplowing benefits:
    • Simplicity of data entry. You can create a form in WordPress and add it to Autotask at the same time. Your clients will save time when filling out the form.
    • Easy distribution of forms. You can add your form to several pages in your site, and your clients will not have to fill out the form more than once. You can set up several forms and send them to your clients in one click.
    • Free support for Gravity Forms and Autotask integration. There are many tutorials for using these two applications together, so you will not have any problems using them.

    Conclusion

  • Gravity Forms and Autotask integration is easy to use and allows you to save your clients’ time when filling out forms about their business.
  • Integration of Gravity Forms and Autotask offers the fplowing benefits:
    • Simplicity of data entry. You can create a form in WordPress and add it to Autotask at the same time. Your clients will save time when filling out the form.
    • Easy distribution of forms. You can add your form to several pages in your site, and your clients will not have to fill out the form more than once. You can set up several forms and send them to your clients in one click.
    • Free support for Gravity Forms and Autotask integration. There are many tutorials for using these two applications together, so you will not have any problems using them.

    The process to integrate Gravity Forms and Autotask may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.