Entry Automation for Gravity Forms simplifies common actions surrounding Gravity Forms entries, like deleting entries that are no longer needed and exporting entries you need available on a frequent basis.
With Entry Automation, all automation actions run on a schedule you define. Each action can start running at a specific time or at the next scheduled processing time after creating the action. Entries used in automation actions are set using a relative date range, with options to set a time from minutes to years ago. Conditional logic can be applied to finely tune which entries to target with your automation action.
Generate Weekly Reports
One of the most common reasons for exporting Gravity Forms entries is to generate reports around form submissions being submitted to your website. With Entry Automation, you can ensure your weekly reports show up on time. Never forget to accidentally run a manual export again! Using available filters, you can even add a summary to your export email that includes the number of entries exported and the total payment amount of the entries.
Share Entries Without Site Access
When building a website for a client, sometimes you want to provide them with the data from the website without giving them backend access. Using Entry Automation, a client’s website can be set up to automatically email them form entries on a weekly, daily or even hourly access. This allows them to see entry data without needing access to the WordPress admin.
Remove Unneeded Entries
Not every form entry needs to be kept around forever. Many entries can be deleted soon after they were created. For example, User Registration “Update User” entries, or data that was sent to a service like MailChimp or Salesforce. Entry Automation allows you to automatically delete those unneeded entries. Select a relative date range and how often to run to have your unneeded entries automatically deleted from your site. You can also use conditional logic to get more specific about entries to delete.
- Delete entries on a schedule
- Automatically export form entries
- Send emails containing your exported entries
- Control deleted and export entries with conditional logic
- Define the specific date and time an action should first run
- Run multiple actions at once with drag-and-drop action ordering