Planfix for Gravity Forms

Connect Gravity Forms to Planfix

Easily connect Gravity Forms with Planfix to automate the creation of tasks, contacts, and custom entities directly from form submissions.

Create Contacts in Planfix

Automatically generate new contacts in Planfix when someone fills out your form. Map fields like name, email, phone number, and more.

Create Tasks from Form Submissions

Turn form entries into actionable Planfix tasks. Assign tasks to users, set deadlines, and include detailed descriptions pulled from the form.

Assign to Projects or Workflows

Link tasks or contacts to specific Planfix projects or workflows, helping your team stay organized and efficient.

Custom Field Mapping

Map Gravity Forms fields to Planfix custom fields for both tasks and contacts, ensuring all relevant data is captured and stored accurately.

Send Notes or Comments

Include extra form information as comments or notes on Planfix tasks or contacts, keeping your communication centralized.

Support for Multiple Accounts

Connect and switch between multiple Planfix accounts within Gravity Forms as needed—great for agencies and multi-client setups.

Conditional Logic Support

Use Gravity Forms’ conditional logic to control when data should be sent to Planfix, based on user selections or field values.

Automatic & Manual Submission

Send entries to Planfix automatically upon submission, or push them manually from the Gravity Forms entries dashboard.

Submission Logs & Error Reporting

Track sent entries with detailed logs and receive error messages if something goes wrong—easily identify and resend failed entries.

Secure API Integration

Data is transmitted securely to Planfix using authenticated API calls, ensuring safe and reliable data transfer at all times.