Connect Gravity Forms to Plumsail Documents

Both apps 53Gravity Forms 31Plumsail Documents 22

• 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.

• Action
  Add HTML Watermark to PDF

  Adds an HTML watermark to a PDF document and returns a link to the watermarked PDF.

• Action
  Add Image Watermark to PDF

  Adds an image watermark to every chosen page of a PDF and returns a download link to the watermarked PDF.

• Action
  Add PDF Watermark to PDF

  Overlays a page from another PDF as a watermark on a PDF document and returns a download link to the result.

• Action
  Add Text Watermark to PDF

  Adds a text watermark to a PDF and returns a download link to the watermarked file.

• Action
  Compress PDF

  Compresses and optimizes a PDF document to reduce its size, and returns a download link to the compressed PDF.

• Action
  Convert CSV to Excel File (XLSX)

  Converts a CSV file into an Excel workbook (XLSX) and returns a download link to the result.

• Action
  Convert DOC to DOCX

  Converts a legacy Word DOC document into a DOCX file and returns a download link to the result.

• Action
  Convert DOCX to PDF

  Converts a Word DOCX document to PDF and returns a download link to the PDF.

• Action
  Convert PPT to PPTX

  Converts a PowerPoint PPT presentation to PPTX format and returns a download link to the converted file.

• Action
  Convert PPTX to PDF

  Converts a PowerPoint PPTX presentation into a PDF file and returns a download link.

• Action
  Convert to PDF

  Converts a document from a public URL into a PDF file and returns a download link to the PDF.

• Action
  Convert XLS to XLSX

  Converts a legacy Excel XLS file into an XLSX workbook and returns a download link to the result.

• Action
  Convert XLSX to PDF

  Converts an Excel XLSX spreadsheet into a PDF file and returns a download link to the result.

• Action
  Fill in PDF Form

  Fills in the fields of a fillable PDF form with the data you provide and returns a download link to the completed PDF.

• Action
  Fill Merge Fields in DOCX Document

  Fills the merge fields of a Word DOCX document with your data and returns a download link to the filled document.

• Action
  Generate Document From DOCX Template

  Creates a document from a Word DOCX template filled with your data and returns a download link to the result.

• Action
  Generate Document From Fillable PDF

  Generates a PDF document by filling a fillable PDF template with your data and returns a download link to the result.

• Action
  Generate Document From PPTX Template

  Creates a document from a PowerPoint PPTX template filled with your data and returns a download link to the result.

• Action
  Generate Document From XLSX Template

  Creates a document from an Excel XLSX template filled with your data and returns a download link to the result.

• Action
  Merge Any Files Into PDF

  Converts multiple files (documents, images, PDFs) and merges them into a single PDF, returning a download link.

• Action
  Merge DOCX Files

  Merges several Word (DOCX) documents into a single DOCX file and returns a download link to the result.

• Action
  Protect PDF

  Adds passwords and printing, editing, copying and annotation restrictions to a PDF file, and returns a link to the protected PDF.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.