Actionstep Gravity Forms

Actionstep + Gravity Forms Integrations

Put Actionstep + Gravity Forms to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Actionstep and Gravity Forms below — describe the exact one you want above and the Agent builds it on demand.

Actionstep + Gravity Forms When a new matter is created in Actionstep, sync form details with Gravity Forms.
Convert form responses into CRM contacts When a prospect submits a new form response in Gravity Forms, automatically create or update their contact profile in Actionstep. See details
Send customer feedback surveys on closed deals When a deal is marked won in Actionstep, automatically add the customer as a respondent in Gravity Forms to gather post-sale feedback. See details
Log survey feedback directly to CRM activity logs When a customer completes a survey in Gravity Forms, automatically log the activity under their profile in Actionstep so reps see customer sentiment. See details

Browse the full workflow library →

Looking to achieve something else with Actionstep and Gravity Forms?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Actionstep and Gravity Forms

Everything Actionstep and Gravity Forms can do inside a workflow — the triggers that start one and the actions that run when it fires.

Actionstep Explore Actionstep →

Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.

Triggers
New Matter

Triggers when an action/matter is created.

New Matter Participant

Triggers when a participant/contact is added to an action/matter.

New File Note

Triggers when a new file note is created.

New Contact

Triggers when a participant/contact is created.

Matter Step Changed

Triggers when a step change occurs on an action/matter.

New Task

Triggers when a new task is created.

Actions
Add Participant to Matter

Adds a participant to an action/matter.

Create Matter

Creates a new action/matter.

Create Company Contact

Creates a company contact.

Create File Note

Creates a new file note for an action/matter.

Create Individual Contact

Creates an individual contact.

Create Task

Creates a task for an action/matter.

Gravity Forms Explore Gravity Forms →

Gravity Forms is a plugin for WordPress that allows site owners to build advanced forms and surveys.

Knit's Integrations Agent builds Gravity Forms's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Gravity Forms's API.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Actionstep + Gravity Forms

Is there a pre-built Actionstep + Gravity Forms automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Actionstep and Gravity Forms's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Actionstep or Gravity Forms connector?

No. The Agent works whether or not Actionstep or Gravity Forms already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Actionstep?

Yes, inbound responses from Gravity Forms can instantly generate new lead records or deals in Actionstep without manual data entry.

Can I send survey invitations based on deal updates in Actionstep?

Yes, when a deal is won or updated in Actionstep, you can automatically add the contact as a respondent in Gravity Forms to collect feedback.

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