Connect Gravity Forms and Sortd for Gmail

Both apps 56Gravity Forms 31Sortd for Gmail 25

• Trigger
  Form Submission

  Triggers when the specified form is submitted.

• Action
  Add Entry Note

  Adds a note to a form entry. Use it to write a progress record back onto a submission — for example noting that the submission was synced to your CRM, who handled it, or why it was skipped — so the note is visible to anyone reviewing that entry in WordPress.

• Action
  Create Entry

  Creates a new form entry.

• Action
  Create Feed

  Attaches a new add-on feed to a form. A feed is one add-on's configuration on a form — the rule that says what should happen when the form is submitted, such as creating a WordPress user, adding the person to a mailing list, or taking a payment.

• Action
  Create Form

  Creates a new form on the WordPress site and returns its id. Supply the form's title and, if you want the form ready to collect data, the fields it should show.

• Action
  Create Form Feed

  Attaches a new add-on feed to a named form. Does the same thing as Create Feed, but takes the form as part of the address rather than in the settings — use whichever reads better in your automation.

• Action
  Delete Entry

  Removes a form entry. By default the entry is moved to the trash and can still be restored from the Entries list; you can choose instead to delete it outright so it cannot be recovered.

• Action
  Delete Feed

  Permanently removes an add-on feed from a form, so that add-on no longer acts on the form's submissions. The form itself and its entries are untouched.

• Action
  Delete Form

  Moves a form to the trash on the WordPress site. The form stops accepting submissions and disappears from the forms list, and the site owner can still restore it or empty the trash in WordPress.

• Action
  Delete Note

  Permanently removes an entry note. Use it to clear a note you logged against a submission, for example after a failed sync was retried successfully.

• Action
  Get Entry

  Retrieve a single form entry, including every field value the person submitted.

• Action
  Get Feed

  Returns one add-on feed by its id, including the add-on's settings. A feed is one add-on's configuration attached to a form — the rule that says what should happen when the form is submitted.

• Action
  Get Form

  Returns one form's full definition, including every field on it, its notifications and its confirmations. Use it to read a form's field ids and labels before mapping data into that form.

• Action
  Get Form Results

  Returns the summarised answers for a survey, quiz or poll form — how many people picked each choice, and how many answered each free-text question — rather than the individual entries. On a form with a lot of entries the summary is built in the background, so the result can come back marked as still being calculated.

• Action
  Get Note

  Returns a single entry note by its id, including the note text, the entry it belongs to, when it was recorded and who it is credited to.

• Action
  List Entries

  Returns form entries from across every form on the site, newest first, and can narrow the results to one form or to entries whose answer to a chosen question matches a value you give.

• Action
  List Entry Notes

  Returns every note attached to one form entry — both notes people have added and the notes Gravity Forms records automatically, such as notification failures. Use it to read back what has already been logged against a submission.

• Action
  List Feeds

  Returns every add-on feed configured on the site. A feed is one add-on's configuration attached to a form — the rule that says what should happen to a submission, such as sending it to a mailing list or charging a payment.

• Action
  List Form Entries

  Returns the entries submitted on one particular form, newest first, and can narrow them to entries whose answer to a chosen question matches a value you give.

• Action
  List Form Feeds

  Returns the add-on feeds attached to one form — the rules that say what happens when that form is submitted. Returns an empty list when the form has no feeds.

• Action
  List Forms

  Returns every active form on the WordPress site, with each form's id, title and entry count. Use it to look up the id a form needs before working with that form's entries.

• Action
  List Notes

  Returns every entry note on the site, across all forms and entries. Use it to sweep recently logged notes when you do not already know which entry you are looking for; to read the notes on one known entry, use List Entry Notes instead.

• Action
  Send Entry Notifications

  Sends the notification emails an entry's form is set up to send, for an entry that already exists — useful for re-sending a confirmation, or for notifying people about an entry that was created through the API rather than by someone filling the form in.

• Action
  Submit Form

  Submit a form the way a visitor would — Gravity Forms runs the form's own validation, saves the entry, and fires its notifications and confirmation.

• Action
  Update Entry

  Change the answers on an existing form entry. Answers you leave blank keep the values they already have.

• Action
  Update Entry Properties

  Changes an entry's housekeeping flags without touching any of its answers — whether it is starred, whether it counts as read, and whether it sits in the active list, the trash or spam.

• Action
  Update Feed

  Changes an existing add-on feed's settings. Settings you do not include are left as they are, so you can change one thing without restating the rest of the add-on's configuration.

• Action
  Update Feed Properties

  Switches an add-on feed on or off, and sets the order it runs in. The add-on's own settings are left completely untouched, so this is the safe way to pause a feed without risking its configuration.

• Action
  Update Form

  Replaces an existing form's definition with the one you supply. Gravity Forms overwrites the whole form, so read the form first with Get Form and send back every part of it you want to keep.

• Action
  Update Note

  Replaces the text of an existing entry note. Use it to revise a note you logged earlier against a submission — for example updating "Sync started" to "Synced to CRM as contact 4821".

• Action
  Validate Submission

  Checks a set of answers against a form's own validation rules without saving an entry or sending any notifications. Returns whether the answers would be accepted, and the per-field error messages when they would not.

• Trigger
  New Task Created

  Triggers when a new task is created on the chosen Sortd board.

• Trigger
  Task Archived

  Triggers when a task on the chosen Sortd board is archived.

• Trigger
  Task Assigned

  Triggers when a task on the chosen Sortd board is assigned to the given team member.

• Trigger
  Task Completed

  Triggers when a task on the chosen Sortd board is marked complete.

• Trigger
  Task Moved to List

  Triggers when a task arrives on the chosen Sortd list, whether created there or moved in.

• Action
  Add comment

  Adds a plain-text comment to a Sortd task, with optional @email mentions of board members.

• Action
  Add company

  Creates a CRM company in a Sortd team, with optional type, stage, company details and tags.

• Action
  Add contact

  Creates a CRM contact in a Sortd team, optionally linked to an existing or new company.

• Action
  Archive task

  Archives a Sortd task, moving its card off the board into the board's archive.

• Action
  Assign a Task

  Assigns a Sortd task to a member of its board and returns the updated task.

• Action
  Complete Task

  Marks a Sortd task as complete and returns the updated task.

• Action
  Create Task

  Creates a new task on a Sortd list and returns it.

• Action
  Create Task From Gmail Thread

  Creates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.

• Action
  Delete task

  Deletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.

• Action
  Find contacts by criteria

  Searches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.

• Action
  Get a Lists Tasks

  Returns the tasks on a Sortd list.

• Action
  Get task

  Returns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.

• Action
  List boards

  Returns all boards owned by a Sortd team, with each board's id, name and type.

• Action
  List lists

  Returns the task lists (columns) on a Sortd board.

• Action
  Mark Task as Incomplete

  Reopens a completed Sortd task and returns the updated task.

• Action
  Move a Task to a New List

  Moves a Sortd task to another list (on the same or another board) and returns the updated task.

• Action
  Send email

  Composes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.

• Action
  Unassign Task

  Clears the assignee on a Sortd task and returns the updated task.

• Action
  Update contact

  Updates an existing CRM contact in Sortd, changing only the fields you fill in.

• Action
  Update task

  Updates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.