

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Automatically create Wealthbox contacts from Gravity Forms submissions, ensuring prompt follow-up. Latenode's visual editor simplifies complex logic, and its affordable pay-by-execution pricing makes scaling your CRM workflows efficient.
Connect Gravity Forms and Wealthbox in minutes with Latenode.
Create Gravity Forms to Wealthbox workflow
Start for free
Automate your workflow
Swap Apps
Gravity Forms
Wealthbox
No credit card needed
Without restriction
Create a New Scenario to Connect Gravity Forms and Wealthbox
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Gravity Forms, triggered by another scenario, or executed manually (for testing purposes). In most cases, Gravity Forms or Wealthbox will be your first step. To do this, click "Choose an app," find Gravity Forms or Wealthbox, and select the appropriate trigger to start the scenario.
Add the Gravity Forms Node
Select the Gravity Forms node from the app selection panel on the right.
Gravity Forms
Configure the Gravity Forms
Click on the Gravity Forms node to configure it. You can modify the Gravity Forms URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Wealthbox Node
Next, click the plus (+) icon on the Gravity Forms node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
Gravity Forms
⚙
Wealthbox
Authenticate Wealthbox
Now, click the Wealthbox node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wealthbox settings. Authentication allows you to use Wealthbox through Latenode.
Configure the Gravity Forms and Wealthbox Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Gravity Forms and Wealthbox Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
⚙
AI Anthropic Claude 3
⚙
Wealthbox
Trigger on Webhook
⚙
Gravity Forms
⚙
⚙
Iterator
⚙
Webhook response
Save and Activate the Scenario
After configuring Gravity Forms, Wealthbox, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Gravity Forms and Wealthbox integration works as expected. Depending on your setup, data should flow between Gravity Forms and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Gravity Forms + Wealthbox + Google Sheets: When a new form is submitted in Gravity Forms, a new person contact is created in Wealthbox. The form submission data is then added as a new row in Google Sheets for record-keeping and reporting.
Wealthbox + Gravity Forms + Slack: When a new contact is created in Wealthbox, a Gravity Form is pre-populated (using field values from the Wealthbox contact). A message with a link to the Gravity Form is then sent to a Slack channel for team review.
About Gravity Forms
Use Gravity Forms with Latenode to automate form data processing. Capture submissions, then trigger actions like sending emails, updating databases, or creating tasks in other apps. Enhance form data with AI, format it with JavaScript, and automate complex workflows without code — all inside Latenode's visual builder.
Related categories
About Wealthbox
Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.
Similar apps
Related categories
How can I connect my Gravity Forms account to Wealthbox using Latenode?
To connect your Gravity Forms account to Wealthbox on Latenode, follow these steps:
Can I automatically add form submissions as Wealthbox contacts?
Yes, you can! Latenode lets you automate contact creation, saving time and ensuring complete lead capture with no-code ease and the option for custom JS logic.
What types of tasks can I perform by integrating Gravity Forms with Wealthbox?
Integrating Gravity Forms with Wealthbox allows you to perform various tasks, including:
What Gravity Form triggers are available within Latenode?
Latenode supports "Form Submission" and "Entry Created" triggers, enabling automation on new data. Custom triggers are possible using webhooks.
Are there any limitations to the Gravity Forms and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: