Integration

Connect Gravity Forms to Expiration Reminder

When something happens in Gravity Forms, your agent does the next thing in Expiration Reminder. Describe it in plain language and the automation is built, tested on every branch and kept running.

Gravity Forms1 triggerGravity Forms30 actionsExpiration Reminder3 triggersExpiration Reminder15 actions

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Everything your agent can do with Gravity Forms and Expiration Reminder

Triggers and actions 4 triggers · 45 actions

Trigger
Form Submission
Triggers when the specified form is submitted.
Action
Add Entry Note
Adds a note to a form entry. Use it to write a progress record back onto a submission — for example noting that the submission was synced to your CRM, who handled it, or why it was skipped — so the note is visible to anyone reviewing that entry in WordPress.
Action
Create Entry
Creates a new form entry.
Action
Create Feed
Attaches a new add-on feed to a form. A feed is one add-on's configuration on a form — the rule that says what should happen when the form is submitted, such as creating a WordPress user, adding the person to a mailing list, or taking a payment.
Action
Create Form
Creates a new form on the WordPress site and returns its id. Supply the form's title and, if you want the form ready to collect data, the fields it should show.
Action
Create Form Feed
Attaches a new add-on feed to a named form. Does the same thing as Create Feed, but takes the form as part of the address rather than in the settings — use whichever reads better in your automation.
Action
Delete Entry
Removes a form entry. By default the entry is moved to the trash and can still be restored from the Entries list; you can choose instead to delete it outright so it cannot be recovered.
Action
Delete Feed
Permanently removes an add-on feed from a form, so that add-on no longer acts on the form's submissions. The form itself and its entries are untouched.
Action
Delete Form
Moves a form to the trash on the WordPress site. The form stops accepting submissions and disappears from the forms list, and the site owner can still restore it or empty the trash in WordPress.
Action
Delete Note
Permanently removes an entry note. Use it to clear a note you logged against a submission, for example after a failed sync was retried successfully.
Action
Get Entry
Retrieve a single form entry, including every field value the person submitted.
Action
Get Feed
Returns one add-on feed by its id, including the add-on's settings. A feed is one add-on's configuration attached to a form — the rule that says what should happen when the form is submitted.
Action
Get Form
Returns one form's full definition, including every field on it, its notifications and its confirmations. Use it to read a form's field ids and labels before mapping data into that form.
Action
Get Form Results
Returns the summarised answers for a survey, quiz or poll form — how many people picked each choice, and how many answered each free-text question — rather than the individual entries. On a form with a lot of entries the summary is built in the background, so the result can come back marked as still being calculated.
Action
Get Note
Returns a single entry note by its id, including the note text, the entry it belongs to, when it was recorded and who it is credited to.
Action
List Entries
Returns form entries from across every form on the site, newest first, and can narrow the results to one form or to entries whose answer to a chosen question matches a value you give.
Action
List Entry Notes
Returns every note attached to one form entry — both notes people have added and the notes Gravity Forms records automatically, such as notification failures. Use it to read back what has already been logged against a submission.
Action
List Feeds
Returns every add-on feed configured on the site. A feed is one add-on's configuration attached to a form — the rule that says what should happen to a submission, such as sending it to a mailing list or charging a payment.
Action
List Form Entries
Returns the entries submitted on one particular form, newest first, and can narrow them to entries whose answer to a chosen question matches a value you give.
Action
List Form Feeds
Returns the add-on feeds attached to one form — the rules that say what happens when that form is submitted. Returns an empty list when the form has no feeds.
Action
List Forms
Returns every active form on the WordPress site, with each form's id, title and entry count. Use it to look up the id a form needs before working with that form's entries.
Action
List Notes
Returns every entry note on the site, across all forms and entries. Use it to sweep recently logged notes when you do not already know which entry you are looking for; to read the notes on one known entry, use List Entry Notes instead.
Action
Send Entry Notifications
Sends the notification emails an entry's form is set up to send, for an entry that already exists — useful for re-sending a confirmation, or for notifying people about an entry that was created through the API rather than by someone filling the form in.
Action
Submit Form
Submit a form the way a visitor would — Gravity Forms runs the form's own validation, saves the entry, and fires its notifications and confirmation.
Action
Update Entry
Change the answers on an existing form entry. Answers you leave blank keep the values they already have.
Action
Update Entry Properties
Changes an entry's housekeeping flags without touching any of its answers — whether it is starred, whether it counts as read, and whether it sits in the active list, the trash or spam.
Action
Update Feed
Changes an existing add-on feed's settings. Settings you do not include are left as they are, so you can change one thing without restating the rest of the add-on's configuration.
Action
Update Feed Properties
Switches an add-on feed on or off, and sets the order it runs in. The add-on's own settings are left completely untouched, so this is the safe way to pause a feed without risking its configuration.
Action
Update Form
Replaces an existing form's definition with the one you supply. Gravity Forms overwrites the whole form, so read the form first with Get Form and send back every part of it you want to keep.
Action
Update Note
Replaces the text of an existing entry note. Use it to revise a note you logged earlier against a submission — for example updating "Sync started" to "Synced to CRM as contact 4821".
Action
Validate Submission
Checks a set of answers against a form's own validation rules without saving an entry or sending any notifications. Returns whether the answers would be accepted, and the per-field error messages when they would not.
Trigger
New Contact
Triggered when a new contact is added to your Expiration Reminder account.
Trigger
New Expiration Item
Triggered when a new expiration item is added to your Expiration Reminder account.
Trigger
Status Changed Expiration Item
Triggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.
Action
Add Location
Creates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.
Action
Create Contact
Creates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.
Action
Create Expiration Item
Creates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.
Action
Create Expiration Item for Contact
Creates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.
Action
Delete Contact
Deletes a contact from Expiration Reminder. Returns the contact record that was deleted.
Action
Delete Expiration Item
Deletes an expiration item from Expiration Reminder. Returns the item record after deletion.
Action
Find Contact
Returns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.
Action
Find Expiration
Returns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.
Action
Get Contact
Returns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.
Action
Get Expiration Item
Returns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.
Action
List Contacts
Returns the contacts in your Expiration Reminder account, with the total number of contacts.
Action
List Expiration Items
Returns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.
Action
List Locations
Returns the locations in your Expiration Reminder account, with the total number of locations.
Action
Renew Expiration
Renews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.
Action
Update Expiration Item
Updates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.

Each app on its own

The other way round: Expiration Reminder to Gravity Forms