Integration
Connect Gravity Forms to MOCO
When something happens in Gravity Forms, your agent does the next thing in MOCO. Describe it in plain language and the automation is built, tested on every branch and kept running.
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Triggers and actions 27 triggers · 54 actions
Trigger
Form SubmissionTriggers when the specified form is submitted.
- 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.
- Create Entry
Creates a new form entry.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Get Entry
Retrieve a single form entry, including every field value the person submitted.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Update Entry
Change the answers on an existing form entry. Answers you leave blank keep the values they already have.
- 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.
- 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.
- 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.
- 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.
- 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".
- 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 ClientTriggers when a new client is created.
- New Company
Triggers when a new company is created.
- New Expense
Triggers when an expense is created.
- New Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
- New Incoming Payment
Triggers when a new incoming payment is created.
- New Invoice
Triggers when a new invoice is created.
- New Invoice Status
Triggers when the status of an invoice is changed.
- New Offer
Triggers when a new offer is created.
- New Outgoing Payment
Triggers when a new outgoing payment is created.
- New Planning Entry
Triggers when a new Planning Entry is created.
- New Presence
Triggers when a new Presence is created.
- New Project Assignment
Triggers when a person is assigned to a project.
- New Purchase
Triggers when a new purchase is created.
- New Recurred Expense
Triggers when an expense is recurred.
- New Task
Triggers when a new task is created.
- New Time Entry
Triggers when a new time entry is created.
- Unarchived Project
Triggers when a project is made active again.
- Updated Company
Triggers when a company was updated.
- Updated Expense
Triggers when an expense was updated.
- Updated Invoice
Triggers when an invoice was updated.
- Updated Lead
Triggers when a lead was updated.
- Updated Planning Entry
Triggers when a Planning Entry was updated.
- Updated Presence
Triggers when a Presence was updated.
- Updated Project
Triggers when a project was updated.
- Updated Purchase
Triggers when a purchase was updated.
- Updated Time Entry
Triggers when a time entry was updated.
- Create Comment
Creates a new Comment.
- Create Company
Creates a new company (customer only).
- Create Contact
Creates a new contact person.
- Create Expense
Creates a new Expense.
- Create Incoming Payment
Creates a new incoming payment.
- Create Lead
Creates a new lead.
- Create Outgoing Payment
Creates a new outgoing payment.
- Create Project
Creates a new Project.
- Create Purchase
Creates a new Purchase.
- Create Task
Creates a new project task.
- Create Time Entry
Create a new time entry.
- Find Company
Finds an existing Company.
- Find Contact
Finds an existing Contact.
- Find Expense
Finds an existing Expense.
- Find Invoice
Finds an existing Invoice.
- Find Lead
Finds an existing lead.
- Find Offer
Finds an existing Offer.
- Find Planning Entry
Finds an existing Planning Entry.
- Find Project
Finds an existing project.
- Find Purchase
Finds an existing Purchase.
- Find Task
Finds an active Task for a Project.
- Find Time Entry
Finds an existing Time Entry.
- Find User
Finds an existing active user.
- Record Presence
Record a new presence.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.