Formstack Documents + Gravity Forms Integration

Integrate Formstack Documents to Gravity Forms in one click, or tell Integrately AI how you want each submission handled. Submit your form, merge your customized document, update your entries, and deliver files instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formstack Documents
    Merged document is populated in Formstack Documents Instant
  • Gravity Forms
    Form is submitted in Gravity Forms
Arrow Right
2.
  • Formstack Documents
    Merge a document in Formstack Documents
  • Formstack Documents
    Create a data route merge in Formstack Documents
  • Formstack Documents
    Delete a document in Formstack Documents
  • Formstack Documents
    Convert file to PDF in Formstack Documents
  • Gravity Forms
    Update entry in Gravity Forms
  • Gravity Forms
    Create entry in Gravity Forms
  • Gravity Forms
    Submit form in Gravity Forms
  • Gravity Forms
    Get form submission by ID in Gravity Forms

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Ready WorkflowsReady Workflows   for Formstack Documents + Gravity Forms Integration

Generate customized documents from form submissions, update entries, route data, and deliver files, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Formstack Documents + Gravity Forms flow

Sync form submissions and generated documents with your favorite communication, storage, and productivity tools. Pick a combination and activate it in one click.

Formstack Documents
Gravity Forms
+
WordPressWordPress (8)
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Google SheetsGoogle Sheets (8)
+
SlackSlack (8)
+
StripeStripe (8)
+
GmailGmail (8)
+
Google DriveGoogle Drive (8)
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When a Gravity Forms form is submitted, merge a document in Formstack Documents and create a WordPress post.
Form submissions automatically trigger document generation in Formstack Documents and create a matching post in WordPress without manual entry.
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When a Formstack Documents merged document is populated, update the Gravity Forms entry and update the WordPress post.
Updated document merges automatically refresh your Gravity Forms entries and WordPress posts so your data is always current.
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When a Gravity Forms form is submitted, convert the file to PDF in Formstack Documents, and update the WordPress user.
New form submissions instantly generate a PDF in Formstack Documents and update the corresponding user details in WordPress.
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Create a Gravity Forms entry when a WordPress post is published, and merge a document in Formstack Documents.
Published WordPress posts automatically generate new Gravity Forms entries and trigger document merges in Formstack Documents.
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If a Gravity Forms submission contains a VIP tag, merge a document in Formstack Documents and create a custom WordPress post.
VIP submissions automatically trigger priority document merges in Formstack Documents and create highlighted posts in WordPress.
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When a Gravity Forms entry status changes, delete the document in Formstack Documents and archive the WordPress post.
Cancelled entries automatically clean up your storage by deleting documents in Formstack Documents and archiving WordPress posts.
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Use ChatGPT to summarise every Gravity Forms submission, merge the summary in Formstack Documents, and update the WordPress post.
AI-generated summaries of form submissions instantly populate documents in Formstack Documents and update your WordPress site.
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When a Gravity Forms form is submitted, merge a document in Formstack Documents, update WordPress, and send a Slack alert.
Form submissions trigger instant document merges, WordPress updates, and team notifications in Slack all at once.

Supported triggers and actions for Formstack Documents and Gravity Forms

Mix and match to build the exact automation you need

Formstack Documents
Formstack Documents Triggers & Actions
Instant
Merged document is populated in Formstack Documents
Triggers the automation when a document is filled with data from different sources
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Merge a document in Formstack Documents
Combine multiple documents into a single file
Try it →
Create a data route merge in Formstack Documents
Creates a new data route merge
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Delete a document in Formstack Documents
Deletes a particular document from the system
Try it →
Convert file to PDF in Formstack Documents
Convert any file format to a pdf document
Try it →
Gravity Forms
Gravity Forms Triggers & Actions
Form is submitted in Gravity Forms
Triggers the automation when a form is filled
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Update entry in Gravity Forms
Updates contact to the contact list
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Create entry in Gravity Forms
Adds a new contact to the contact list
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Submit form in Gravity Forms
Submits a form
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Get form submission by ID in Gravity Forms
Try it →

What can you automate with Formstack Documents + Gravity Forms?

Streamline your document generation and form workflows by automating key data handoffs from submission to delivery.

What you can automate?
📄
Generate documents from form submissions automatically
Trigger a document merge in Formstack Documents the moment a user submits a form in Gravity Forms. Eliminate manual data entry and deliver customized files instantly.
📝
Capture every submitted form field
Map all submitted answers from your Gravity Forms entries into your Formstack Documents templates. Ensure no custom field or detail gets left behind.
🔔
Notify your team instantly upon submission
Alert the right department as soon as a form is submitted and a document is merged. Keep stakeholders informed without switching tabs.
🔀
Route documents based on form selections
Trigger different merge paths or templates depending on specific options selected in the Gravity Forms submission. Tailor every output to the exact user input.
🔄
Keep entries and documents synchronised
Update existing Gravity Forms entries automatically whenever a Formstack Documents merge status changes. Maintain a single source of truth across your tools.
Add or update entries without duplicates
Check for existing records before creating new entries or documents. Prevent messy duplicates and keep your database clean.
⏱️
Manage later status changes and updates
Trigger follow-up document actions or updates when form statuses change or payments clear. Handle the full lifecycle of every submission.
🔗
Extend your workflow to Google Sheets
Connect your form submissions and document merges directly to Google Sheets for tracking and reporting. Build a complete multi-step automation pipeline.
And much more...

Who is Formstack Documents + Gravity Forms integration for?

Teams handling high volumes of form submissions and document generation rely on this integration to eliminate manual data entry and keep records accurate.

Operations managers
Operations managers
Sales teams
Sales teams
Client success leads
Client success leads
Marketing directors
Marketing directors
Project coordinators
Project coordinators
Data administrators
Data administrators
📊
Operations managers
You're compiling reports from form submissions and document merges, but your tracking data is always days behind because entries are handled manually — with this integration, every submission triggers document generation instantly and your reporting stays current.
Sales teams
You need to respond to new form leads immediately, but valuable minutes pass while you manually create documents and update your CRM — automating both apps means every submission merges a document and alerts your team without delay.
🤝
Client success leads
You answer to clients waiting on onboarding documents, but manual processing causes frustrating bottlenecks and delayed handovers — connecting these apps means customized documents are generated the moment a form is submitted.
📈
Marketing directors
The volume of campaign form submissions is too high for anyone to keep up with by hand, leading to missed document deliveries and lost leads — this integration means every response is processed automatically at scale.
⚙️
Project coordinators
You own the project kickoff stage and depend on someone upstream to manually pass over form data and files, resulting in constant delays — automating both apps means project documents appear the second the form is submitted.
🗂️
Data administrators
You need a reliable history of all form submissions and merged files, but manual filing constantly leaves gaps and missing records — with this integration, every document is generated and logged accurately every single time.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Formstack Documents + Gravity Forms

Build and manage your Formstack Documents + Gravity Forms automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Formstack Documents + Gravity Forms with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Formstack Documents to Gravity Forms?
Frequently Asked Questions
You can connect Formstack Documents to Gravity Forms in 1 click using Integrately. Choose a ready automation template or ask Integrately AI to build your custom workflow connecting your forms, documents, and tools like Google Sheets or Slack.
Can I generate documents automatically when a Gravity Forms form is submitted?
Frequently Asked Questions
Can I connect Formstack Documents, Gravity Forms, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Formstack Documents and Gravity Forms?
Frequently Asked Questions
How do form submissions trigger document merges in Formstack Documents?
Frequently Asked Questions
Can I update Gravity Forms entries after a document is merged?
Frequently Asked Questions
Do I need coding skills to automate Formstack Documents and Gravity Forms?
Frequently Asked Questions
Is the Formstack Documents and Gravity Forms integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Formstack Documents or Gravity Forms With 1500+ Other Apps

Formstack Documents
Popular Formstack Documents Integrations
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Gravity Forms
Popular Gravity Forms Integrations
Sync Gravity Forms with email marketing, CRM, and project management tools to capture and act on your leads.