SmartSuite and Gravity Forms Integration

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SmartSuite + Gravity Forms integration

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Automate your workflow

Swap Apps

SmartSuite

Gravity Forms

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect SmartSuite and Gravity Forms

Create a New Scenario to Connect SmartSuite and Gravity Forms

In the workspace, click the β€œCreate 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 SmartSuite, triggered by another scenario, or executed manually (for testing purposes). In most cases, SmartSuite or Gravity Forms will be your first step. To do this, click "Choose an app," find SmartSuite or Gravity Forms, and select the appropriate trigger to start the scenario.

Add the SmartSuite Node

Select the SmartSuite node from the app selection panel on the right.

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SmartSuite

Configure the SmartSuite

Click on the SmartSuite node to configure it. You can modify the SmartSuite URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect SmartSuite

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Run node once

Add the Gravity Forms Node

Next, click the plus (+) icon on the SmartSuite node, select Gravity Forms from the list of available apps, and choose the action you need from the list of nodes within Gravity Forms.

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Authenticate Gravity Forms

Now, click the Gravity Forms node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Gravity Forms settings. Authentication allows you to use Gravity Forms through Latenode.

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Configure the SmartSuite and Gravity Forms Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Select an action *

Select

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The action ID

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Run node once

Set Up the SmartSuite and Gravity Forms Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring SmartSuite, Gravity Forms, 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 β€œRun once” and triggering an event to check if the SmartSuite and Gravity Forms integration works as expected. Depending on your setup, data should flow between SmartSuite and Gravity Forms (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect SmartSuite and Gravity Forms

Gravity Forms + SmartSuite + Slack: When a new form is submitted in Gravity Forms, a new record is created in SmartSuite. Then, a message is sent to a Slack channel to notify the team of the new submission.

Gravity Forms + SmartSuite + Google Sheets: When a new form is submitted in Gravity Forms, a new record is created in SmartSuite. This new SmartSuite record then triggers a new row to be added to a specified Google Sheet.

SmartSuite and Gravity Forms integration alternatives

About SmartSuite

Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.

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 β€” all inside Latenode's visual builder.

See how Latenode works

FAQ SmartSuite and Gravity Forms

How can I connect my SmartSuite account to Gravity Forms using Latenode?

To connect your SmartSuite account to Gravity Forms on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select SmartSuite and click on "Connect".
  • Authenticate your SmartSuite and Gravity Forms accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create SmartSuite records from new Gravity Forms submissions?

Yes, you can! Latenode allows you to instantly create SmartSuite records from new Gravity Forms submissions, saving time and ensuring data consistency across your systems.

What types of tasks can I perform by integrating SmartSuite with Gravity Forms?

Integrating SmartSuite with Gravity Forms allows you to perform various tasks, including:

  • Creating new SmartSuite records from Gravity Forms submissions.
  • Updating existing SmartSuite records based on form data.
  • Triggering email notifications on new Gravity Forms entries.
  • Adding Gravity Forms attachments to SmartSuite records.
  • Calculating values in SmartSuite based on form responses.

CanIuseJavaScriptblocksforadvancedSmartSuite+GravityFormsautomation?

Yes! Latenode empowers you to enhance SmartSuite and Gravity Forms automation with custom JavaScript blocks for advanced data manipulation and logic.

Are there any limitations to the SmartSuite and Gravity Forms integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex conditional logic may require JavaScript blocks.
  • File size limits apply to attachments transferred between apps.
  • Rate limits are subject to SmartSuite and Gravity Forms API policies.

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