Connecting Gravity Forms to Automate.io

There are two methods to connect Gravity Forms to Automate.io. 

Method 1:
Go to APPS in your dashboard. 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 (see 'How to validate Gravity Forms?' below).

Method 2:
While creating a Bot, you can directly connect Gravity Forms as a Trigger app. Refer to 'Connecting the Trigger app' in How to create a Bot.

How to validate Gravity Forms?

In the window below, enter the app name, the site address (URL), the Consumer Key, and the Consumer Secret. 

How do I get my site address (URL)?
To get the site address, log in to your Gravity Forms admin. On the left menu, go to Settings

Copy the link from Site Address (URL) and paste it in your Automate.io authentication window. Make sure that it starts with https://.

What is the difference between WordPress Address (URL) and Site Address (URL)?
The WordPress Address (URL) is where your admin pages are located, whereas the Site Address (URL) is the one that the public uses to visit your website.

How do I get my Consumer Key and Consumer Secret?
Log in to your WordPress site which has Gravity Forms installed. On the left panel, click Forms -> Settings -> REST API

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

Under the Authentication (API version 2) section, click Add Key. Enter the Description, select a User using the drop-down, and set Permission to Read or Read/Write

Note: Make sure that the User you selected has admin privileges.

Click Add Key. Your Consumer Key and Consumer Secret will be generated. 

Now, paste them in your Automate.io authentication window, and click Validate

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

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.

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