Gravity Forms integration with Simplicate
How to Create companies, add contacts, and start sales in Simplicate with new form submission in Gravity Forms
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create companies, add contacts, and start sales in Simplicate with new form submission in Gravity Forms" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Simplicate integrations
Simplicate actions
Nekton can use any feature that is available in Simplicate API.
Using our advanced AI, you can easily create custom automations for Simplicate.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a Contact
Create (Fixed Fee) Service
Create a Fix Fee Service
Create Sales
Creates an Open Sales
Update Company
Updates a Company
Update Project
Updates a Project
Find Company by ID
Finds a Company by ID
About Simplicate
All-in-one CRM and project software: CRM, sales, project management, planning, time registration & invoicing.