Connecting Gravity Forms to Automate.io

Click the blue ‘+’ button on the top-right. You will see a ‘Add a new app’ pop-up.

Search for Gravity Forms in the search box. 

Select Gravity Forms. You will see a pop-up which prompts you to validate the app.

Type in the app name, the site address, the public API key, and the private API key. 

To get the site address, log in to your Gravity Forms admin. On the left menu, go to Settings. You will get the link from Site Address (URL)

For the Public API Key, go to your WordPress Admin Panel -> Forms -> Settings -> REST API

Under Gravity Forms API settings, toggle the Enable access to API to checked.

Scroll down to Authentication ( API version 1 ) section. Copy the Public API Key and Private API Key. Make sure that under Impersonate account, you are set to the Administrator role.

Click Update.

Now, after pasting the Site Address, the Public and Private API keys in the authentication window, click Validate

A window appears which lets you know that the authentication was successful. Click Save.

Gravity Forms appears in your Apps list. Congratulations!

Using Gravity Forms with Automate.io

Now that the connection is successful, it’s time for the real fun—creating bots to automate your tasks. You will need to set up a trigger and action(s) to do that. To learn what these terms mean, check out our Automate.io terminology page.

You can integrate Gravity Forms with so many of your favorite apps—CRM, support, collaboration, payments, e-commerce etc. 

Common Issues

While connecting Gravity Forms to Automate.io, you could face the following issues. 

1. Invalid Credentials: Please make sure that you have enabled access to the API and updated your Gravity Forms API settings.

  • To resolve this issue, go to your WordPress Admin Panel -> Forms -> Settings -> REST API.
  • Under Gravity Forms API settings, see that Enable access to API is checked to Enabled.
  • Scroll down and click Update.
  • Now, enter your credentials in the Automate.io authentication window. 

2. Invalid Credentials: Please check your Public and Private API Keys.

  • If you see this error, go to your WordPress Admin Panel -> Forms -> Settings -> REST API.
  • Make sure that Enable access to API is checked to Enabled.
  • Scroll down and click Update.
  • Under Authentication ( API version 1 ), copy the Public and Private API Keys and paste them in the Automate.io authentication window.

3. Forbidden: Please check whether the selected user account in Gravity Forms API Settings has Administrator privileges.

  • To resolve this error, go to your WordPress Admin Panel -> Forms -> Settings -> REST API.
  • Under Authentication ( API version 1 ), next to Impersonate account, make sure that the user account that was selected has Administrator privileges.

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