Gravity Forms + HelloSign Integration

Integrate Gravity Forms to HelloSign in one click, or tell Integrately AI how you want each submission handled. Track signed agreements, update your form entries automatically, and keep your records accurate without manual tracking.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Gravity Forms
    Form is submitted in Gravity Forms
  • HelloSign
    Signature request is sent in HelloSign Instant
  • HelloSign
    Signature request is declined in HelloSign Instant
  • HelloSign
    Signature request is viewed in HelloSign Instant
  • HelloSign
    Signature request is accepted in HelloSign Instant
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2.

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Ready WorkflowsReady Workflows   for Gravity Forms + HelloSign Integration

Update entries when signature requests are accepted, log declined requests, track viewed documents, and sync form data, 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 Gravity Forms + HelloSign flow

Sync signed documents to your database, alert your team, notify stakeholders, and trigger follow-up actions automatically. Pick a combination and activate it in one click.

Gravity Forms
HelloSign
+
WordPressWordPress (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
HubSpotHubSpot (4)
+
TrelloTrello (4)
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When a HelloSign signature request is accepted, update the Gravity Forms entry and create a WordPress post.
Signed documents automatically update your Gravity Forms entries and publish a WordPress post, eliminating manual data entry.
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When a HelloSign signature request is declined, update the Gravity Forms entry and create a WordPress user note.
Declined signature requests instantly update your Gravity Forms entries and save a WordPress note so your team stays informed.
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When a HelloSign signature request is viewed, update the Gravity Forms entry and log an activity in WordPress.
Track document engagement by updating Gravity Forms entries and recording WordPress activities the moment a client views a request.
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Use Claude to summarise signed HelloSign documents, update Gravity Forms entries, and publish a WordPress page.
AI extracts key agreement terms from HelloSign, updates Gravity Forms, and drafts a WordPress page automatically.

Supported triggers and actions for Gravity Forms and HelloSign

Mix and match to build the exact automation you need

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 →
HelloSign
HelloSign Triggers & Actions
Instant
Signature request is sent in HelloSign
Triggers the automation when a signature request is sent
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Instant
Signature request is declined in HelloSign
Triggers the automation when a signature request is declined
Try it →
Instant
Signature request is viewed in HelloSign
Triggers the automation when a signature request is viewed
Try it →
Instant
Signature request is accepted in HelloSign
Triggers the automation when a signature request is accepted
Try it →
No action is available

What can you automate with Gravity Forms + HelloSign?

Streamline your document workflows by connecting form submissions and signature tracking into one reliable automated process.

What you can automate?
🔄
Sync accepted agreements to form entries automatically
Update your Gravity Forms entries the moment a signature request is accepted in HelloSign. Eliminate manual data entry and keep your records completely up to date.
📋
Capture every submitted agreement detail
Map all available signer responses and document IDs into your form entries instead of just basic statuses. Your database becomes a more reliable source for review.
🔔
Tell the right team member instantly
Trigger instant notifications when signature requests are viewed, declined, or accepted. Ensure stakeholders can respond to client activity without delay.
🔀
Route workflows based on submitted field values
Execute different actions depending on specific responses or agreement types submitted through your forms and signature requests.
🔄
Keep your records updated as agreements change
Automatically reflect status updates across your systems whenever a document moves from pending to viewed, declined, or signed.
Update existing entries instead of creating duplicates
Match incoming signature events to existing form records to maintain clean, consolidated databases without redundant entries.
⏱️
Handle later status changes and rejections
Automate follow-up actions when a signature request is declined or expires, ensuring no client slips through the cracks.
🔌
Extend your workflow to trusted third-party apps
Connect your core Gravity Forms and HelloSign flow to tools like Slack, Google Sheets, or HubSpot to keep your entire tech stack synchronized.
And much more...

Who is Gravity Forms + HelloSign integration for?

Operations teams, sales managers, and legal administrators who need seamless document tracking and automated form updates without manual data entry.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account managers
Account managers
Customer support leads
Customer support leads
Operations specialists
Operations specialists
Compliance officers
Compliance officers
📈
Performance marketers
You're running document workflows across multiple platforms but your tracking sheet only updates when someone manually checks agreement statuses, so the conversion counts you're optimising against are always a few hours behind — this integration means every accepted signature updates your records instantly and your metrics stay current.
Sales managers
You need to act the moment a client signs a proposal, but you find out too late because contract notifications sit unread in crowded inboxes — this integration means every accepted signature updates your form entries instantly and your team can begin onboarding without delay.
🤝
Account managers
You answer to clients who want immediate confirmation after signing agreements, but manual notification delays make your team look disorganized — automating both apps means every completed document updates your records and notifies stakeholders automatically.
📊
Customer support leads
The volume of incoming paperwork is too high for anyone to keep up by hand, leading to missed client onboarding steps and frustrated users — automating both apps means every form submission and signature request flows smoothly into your systems without manual tracking.
⚙️
Operations specialists
You own the handoff from form submission to signature execution and depend on manual status checks to trigger the next phase of work — connecting these apps means every accepted request updates your entries and keeps internal processes moving forward.
🗂️
Compliance officers
You need a reliable audit history of every agreement but keep finding gaps caused by manual data entry mistakes — connecting these apps means every signature event is logged accurately and your compliance records remain airtight.
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 Gravity Forms + HelloSign

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

1,500+ apps connected
1,500+ apps connected
Connect Gravity Forms + HelloSign 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Gravity Forms to HelloSign?
Frequently Asked Questions
You can connect Gravity Forms to HelloSign in 1-click using ready workflows on Integrately, or use Integrately AI to set up custom flows with WordPress, Slack, and Google Sheets.
Can I automatically update Gravity Forms entries when a HelloSign request is accepted?
Frequently Asked Questions
Can I connect Gravity Forms, HelloSign, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Gravity Forms and HelloSign?
Frequently Asked Questions
How does Gravity Forms handle data when connected to HelloSign?
Frequently Asked Questions
How does HelloSign trigger actions in my automation workflow?
Frequently Asked Questions
Do I need coding skills to automate Gravity Forms and HelloSign?
Frequently Asked Questions
Is the Gravity Forms and HelloSign integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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