This automation scenario allows you to connect Smartsheet and Gravity Forms
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Smartsheet and Gravity Forms can also be integrated using automation tools other than zapier:
When this trigger fires in Smartsheet
Add a row to a sheet.
Then this action happens in Gravity Forms
Triggers when the specified form is submitted.
This guide contains information on how to set up an automatic workflow that allows to Save new form submissions from Gravity Forms as rows in Smartsheet spreadsheets.
Part I
First, we need to connect Smartsheet and Gravity Forms to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Smartsheet to Zapier.
Give Zapier access to your Smartsheet account, using Smartsheet credentials.
Connect Gravity Forms to Zapier.
Give Zapier access to your Gravity Forms account, using Gravity Forms credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Smartsheet
Choose the following trigger: Add Row to Sheet (Add a row to a sheet.).
Then set up an Action for Gravity Forms
Choose this action: Form Submission (Triggers when the specified form is submitted.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Smartsheet and Gravity Forms.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Save new form submissions from Gravity Forms as rows in Smartsheet spreadsheets!
Triggers when the specified form is submitted.
Triggers when a new entry is submitted in a form.
Triggers when a Form is submitted
Form is submitted
Triggers when a new Form is created.
Trigger on new response.
Add a row to a sheet.
Inserts a row into the specified sheet.
Update an existing row with new values. Requires a row ID.
Adds a file attachment to a row.
Create a new sheet from a template.
Creates a Workspace.
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