Gravity Forms + Plutio Integration

Integrate Gravity Forms to Plutio in one click, or tell Integrately AI how you want each submission handled. Create projects and tasks, update entries, notify clients, and track workflows automatically.

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
  • Plutio
    Project is created in Plutio Instant
  • Plutio
    Project is updated in Plutio Instant
  • Plutio
    Task is created in Plutio Instant
  • Plutio
    Task is updated in Plutio Instant
  • Plutio
    Invoice is created in Plutio Instant
  • Plutio
    Invoice is updated in Plutio Instant
  • Plutio
    Person is created in Plutio Instant
  • Plutio
    Form is submitted in Plutio Instant
  • Plutio
    Catch all events in Plutio Instant
  • Plutio
    Template is created in Plutio Instant
  • Plutio
    Proposal is created in Plutio Instant
  • Plutio
    Form is created in Plutio Instant
  • Plutio
    Contract is created in Plutio Instant
  • Plutio
    Contract is updated in Plutio Instant
  • Plutio
    Company is created in Plutio Instant
  • Plutio
    Company is updated in Plutio Instant
  • Plutio
    Task board is created in Plutio Instant
  • Plutio
    Task group is created in Plutio Instant
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2.

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Ready WorkflowsReady Workflows   for Gravity Forms + Plutio Integration

Capture form submissions, create Plutio projects, update task records, notify your team, and track progress, 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 + Plutio flow

Sync client data with your favorite messaging, cloud storage, payment, and note-taking tools. Pick a combination and activate it in one click.

Gravity Forms
Plutio
+
SlackSlack (8)
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Google DriveGoogle Drive (8)
+
StripeStripe (8)
+
NotionNotion (8)
+
GmailGmail (8)
+
CalendlyCalendly (8)
G
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Submit every Gravity Forms entry to Plutio, and notify your team instantly on Slack.
New Gravity Forms submissions appear in Plutio as new projects instantly and your team hears about it in Slack, so nobody re-types submission data or misses a client request.
G
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When a Plutio project is created from Gravity Forms, notify the management channel in Slack.
Project updates from Gravity Forms submissions trigger instant Slack notifications so leadership always knows when new client work begins.
G
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When a Plutio task is updated, update the Gravity Forms entry and post the status in Slack.
Task status changes in Plutio update your Gravity Forms records and notify your team on Slack automatically.
G
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Create a Plutio task for every Gravity Forms entry, and confirm the assignment in Slack.
Every form submission instantly generates a Plutio task while Slack confirms the assignment to your team.
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If a Gravity Forms submission is high priority, create a Plutio project and alert the team in Slack.
Priority form submissions trigger urgent Plutio projects and instant Slack alerts so your team can respond immediately.
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When a Plutio invoice is updated, update the Gravity Forms entry and announce it in Slack.
Invoice updates in Plutio sync back to Gravity Forms and notify your finance channel on Slack.
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Use ChatGPT to summarise every Gravity Forms submission, create a Plutio project, and post the brief in Slack.
ChatGPT summarises incoming form data before Plutio creates the project and Slack shares the executive brief.
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Turn every Gravity Forms submission into a Plutio project, create a task group, and announce it in Slack.
Form submissions generate structured Plutio projects with dedicated task groups while Slack announces the kickoff.

Supported triggers and actions for Gravity Forms and Plutio

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
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Plutio
Plutio Triggers & Actions
Instant
Project is created in Plutio
Triggers the automation when a new project is created
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Instant
Project is updated in Plutio
Triggers the automation when a project is updated
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Instant
Task is created in Plutio
Triggers the automation when a new task is created
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Instant
Task is updated in Plutio
Triggers the automation when any task is updated
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Instant
Invoice is created in Plutio
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Plutio
Triggers the automation when an invoice is updated
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Instant
Person is created in Plutio
Triggers the automation when a new person is created
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Instant
Form is submitted in Plutio
Triggers the automation when a form is filled
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Instant
Catch all events in Plutio
Triggers the automation when any event occurs
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Instant
Template is created in Plutio
Triggers the automation when a new template is created
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Instant
Proposal is created in Plutio
Triggers the automation when a new proposal is created
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Instant
Form is created in Plutio
Triggers the automation when a new form is created
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Instant
Contract is created in Plutio
Triggers the automation when a new contract is created
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Instant
Contract is updated in Plutio
Triggers the automation when a contract is modified
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Instant
Company is created in Plutio
Triggers the automation when a new company is created
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Instant
Company is updated in Plutio
Triggers the automation when a company is updated
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Instant
Task board is created in Plutio
Triggers the automation when a task board is created
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Instant
Task group is created in Plutio
Triggers the automation when a task group is created
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Create Task in Plutio
Creates a new task
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Update Task in Plutio
Updates the task with new information or changes
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Move a Task in Plutio
Move a task from one list or project to another
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Create Person in Plutio
Generates a new person
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Search person/people in Plutio
Searches for a person or people
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Update Person in Plutio
Updates the information of a person
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Delete Person in Plutio
Removes particular person from the database
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Create Project in Plutio
Creates a new project
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Create Invoice in Plutio
Generates invoices for sales transactions
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Update Invoice in Plutio
Updates invoice details based on new information
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Delete Invoice in Plutio
Deletes selected invoice records
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Create person conversation in Plutio
Starts a new conversation with a person
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Create company in Plutio
Generates a new company profile with given details
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Create proposal in Plutio
Generates a new proposal
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Create contract in Plutio
Generates a contract document based on particular criteria
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Search invoice in Plutio
Locates and retrieves invoices with
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Get person by Id in Plutio
Retrieves a person's information by their id
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Find task in Plutio
Locates and retrieves a task within the app
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Update contract in Plutio
Updates contract details and terms as needed
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Delete block in Plutio
Removes a block from the system
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Update company in Plutio
Updates company information
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Update proposal in Plutio
Updates the proposal with the latest changes and revisions
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Create Task Board in Plutio
Creates a new task board
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Create Note in Plutio
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Create Task Group in Plutio
Creates a new group of tasks
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What can you automate with Gravity Forms + Plutio?

Streamline client intake, eliminate manual data entry, and keep your project workspaces synchronized effortlessly.

What you can automate?
🚀
Create Plutio projects from Gravity Forms submissions
Automatically generate a new project in Plutio the moment a potential client submits a form in Gravity Forms. Eliminate manual copying and start client work immediately.
📝
Capture every submitted field in project tasks
Map all form fields into Plutio task descriptions and custom fields instead of just names and emails. Your project boards become richer sources of client information.
🔔
Notify your team on Slack instantly
Alert your project managers and sales channels in Slack the second a new Gravity Forms entry creates a Plutio project. Ensure fast team communication.
🔀
Route submissions based on form answers
Create high-priority Plutio projects for enterprise form submissions and standard projects for regular inquiries. Automatically direct work where it belongs.
🔄
Keep Gravity Forms entries updated as tasks change
Reflect Plutio task progress and project status updates back into your Gravity Forms entry records. Keep all system data consistent.
🔍
Search and update existing client records
Check if a client already exists in Plutio before creating a new profile, updating existing project details instead of creating duplicates.
💳
Sync invoices and payment statuses
Generate Plutio invoices from form-based orders and update entry records when payments settle. Keep billing and project data aligned.
📂
Organize client files in Google Drive automatically
Extend your Gravity Forms and Plutio flow by creating dedicated Google Drive client folders for every new project submission.
And much more...

Who is Gravity Forms + Plutio integration for?

Project managers, agency owners, and client success teams eliminate manual handoffs, keep client records synchronized, and accelerate project execution across both platforms.

Project managers
Project managers
Client success leads
Client success leads
Agency owners
Agency owners
Operations directors
Operations directors
Account coordinators
Account coordinators
Operations managers
Operations managers
📈
Project managers
You're reviewing client form submissions but your Plutio project boards only update when someone manually creates tasks, so your active workload metrics are always lagging behind — automating both apps means every new submission provisions a project instantly and your boards stay current.
Client success leads
You need to act fast on new client inquiries, but waiting for manual data entry between Gravity Forms and Plutio delays your response time — connecting these apps means every form submission triggers project setup immediately and client onboarding starts without delay.
🤝
Agency owners
You answer to clients who want to see progress reports, but scattered form data makes tracking deliverables tedious and error-prone — this integration means every client submission links directly to a Plutio project and your progress tracking stays transparent and accurate.
🔄
Operations directors
The submission volume is too high for anyone to keep up by hand, leading to missed tasks and unassigned client accounts — automating both apps means every form entry populates Plutio tasks and projects automatically without manual intervention.
👥
Account coordinators
You own the next client step and depend on someone upstream to hand over form details, causing frustrating bottlenecks in your daily work — integrating these apps means form submissions flow directly into Plutio project workspaces the moment they arrive.
📋
Operations managers
You need a reliable history of client intake and keep finding gaps between form submissions and project records — connecting these apps means every form entry and task update synchronizes flawlessly across both platforms.
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 + Plutio

Build and manage your Gravity Forms + Plutio 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 + Plutio 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 Plutio?
Frequently Asked Questions
You can connect Gravity Forms to Plutio in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with Slack, Google Drive, and other tools.
Can I automatically create a Plutio project when a form is submitted in Gravity Forms?
Frequently Asked Questions
Can I connect Gravity Forms, Plutio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Gravity Forms and Plutio?
Frequently Asked Questions
How does Gravity Forms handle submission data in this integration?
Frequently Asked Questions
How does Plutio manage projects created from form submissions?
Frequently Asked Questions
Do I need coding skills to automate Gravity Forms and Plutio?
Frequently Asked Questions
Is the Gravity Forms and Plutio integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

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