How-to · WordPress

Send Gravity Forms entries to monday.com

By Jefferson Huera Guzman Updated 4 min read

To send Gravity Forms entries to monday.com, install the free Interacti Forms Connector For monday plugin, connect your site in a WordPress Forms Integration automation and map your form's fields to board columns. Each entry is sent as soon as Gravity Forms saves it, and can create an item, post an update or update the item that matches an email address.

How it works

WordPress Forms Integration connects Gravity Forms to monday.com in two parts: a free plugin on your site that reads your forms and sends each entry, and an app on monday.com that turns it into an item.

  1. Gravity Forms saves the entry
  2. Interacti Forms Connector For monday
  3. WordPress Forms Integration
  4. Item on your board

The plugin sends the entry after Gravity Forms saves it. Other ways to connect, such as Zapier with the Gravity Forms Zapier add-on, are compared in WordPress forms to monday.com: Zapier alternatives.

This guide sends an event registration form to a board like this one:

Event registrations

Registered

NameEmailCompanyTicket typeWorkshopsStatus
Jordan Pricejordan@acme.comAcmeFull passDesign, AnalyticsNew
Priya Shahpriya@globex.comGlobexDay passAnalyticsDone
Each Gravity Forms entry becomes an item in Registered.

Step 1: Install the plugin and generate a token

  1. In WordPress, go to Plugins > Add New, search for Interacti Forms Connector For monday, then click Install Now and Activate.
  2. Go to Settings > Interacti Forms Connector for monday.
  3. In the Detected Builders card, check that Gravity Forms shows Active.
  4. Click Copy URL, then Generate Token and Copy Token.

Treat the token like a password. See Install the plugin and connect your site.

Step 2: Know what each field sends

Gravity Forms fieldSent asGood column
Single Line Text, Paragraph Text, HiddenTextName, Text or Long Text
Email, Phone, WebsiteEmail, Phone, URLEmail, Phone, Link
Number, QuantityNumberNumbers
DateDateDate
Drop Down, Radio ButtonsTextStatus or Dropdown
Checkboxes, Multi Select, Multiple Choice, Image ChoiceListDropdown or Tags
ListList, with every cell valueText or Long Text
ConsentYes/noCheckbox
NameName (Full Name), plus each part shown in the formName or Text
AddressAddress (Full Address), plus each part shown in the formText or Location
Post Title, Post Body and the other post fieldsTextText or Long Text

Product, Option, Shipping, Total and credit card fields aren’t sent, and neither are file uploads, signatures and post images.

Step 3: Create the automation

Account When a new response in Form ID is received, create an Item/Subitem in Group/Item with this Data

  1. Open your board, click Automate in the top bar, then Create.
  2. Search for WordPress and click the app.
  3. Pick the template that creates an item or subitem.
  4. Click Account, add a new connection, paste your site URL and token, and click Save & Connect.
  5. Click Form ID and choose your Gravity Forms form.
  6. Click Group/Item and pick the group, such as Registered.
  7. Click Data and map Name (Full Name) to Name, Email to Email, and the other fields to their columns.
  8. Create the automation.

Saving the automation links your site to monday.com. Then submit a test entry and check the board.

The Data mapping of a WordPress Forms Integration template with Gravity Forms fields, including Name (Full Name) and a checkbox list, mapped to columns

Update registrations instead of duplicating them

When someone registers again with the same email, update their item. Use the update template and match the Email field against the board’s Email column:

Account When a new response in Form ID is received, update item where this column matches this question with this condition

In this condition, choose Only the first match, or Create a new item if nothing matches so first-time registrants still get an item, in the board’s top group. Empty answers are skipped, so they don’t clear what’s already on the item.

Only some entries

To create items only for some entries, use a condition template. For example, put only Full pass registrations on a VIP board:

Account When a new response in Form ID is received and only if the answer to Question Condition Text create an Item/Subitem in Group/Item with this Data

Number fields have their own template, with greater than, less than and equal to. A blank number field arrives as 0, so make it required if every entry should be checked. See Run an automation only when an answer matches.

If entries don’t arrive

  • The form isn’t active. Only active Gravity Forms forms appear in the Form ID list.
  • The site URL doesn’t match. Use the URL from Copy URL: www.example.com and example.com count as different sites.
  • Something blocks the request. A security plugin, firewall or CDN can block your site’s REST API. See Security plugins and firewalls.

The plugin retries a failed delivery up to 3 times in the background. See How submissions are delivered and retried. For all nine supported form plugins, read the WordPress forms to monday.com guide.

Some screens shown on this site are illustrations, so yours may look a little different.

Frequently asked questions

Do I need the Gravity Forms Zapier add-on?

No. The free Interacti Forms Connector For monday plugin reads your Gravity Forms forms directly and sends each entry to the WordPress Forms Integration app.

Are payment and product fields sent?

No. Product, Option, Shipping, Total and credit card fields aren't sent. Neither are file uploads, signatures and post images. Read more →

Can I match on a person's first name or last name?

Not right now. Gravity Forms name and address parts can't be used for matching. Match on the Email field, another field, or the full name or full address. Read more →

Why does a dropdown send a different value than its label?

Drop Down and Radio Buttons send the stored value, which is the same as the label unless you turned on show values in the field. Checkbox and choice fields send the label. Read more →

What if my form is inactive?

Only active Gravity Forms forms appear in the Form ID list. Activate the form in Gravity Forms, then open the list again. Read more →

Start with the complete guide

Complete guide

WordPress forms to monday.com: the complete guide

Send WPForms, Gravity Forms, Contact Form 7 and six more WordPress form plugins to monday.com, and create or update items with conditions.

Read the guide →

In the Help Center

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Connect WordPress to monday.com

Install WordPress Forms Integration from the monday.com marketplace. Questions first? Email us and the developer replies.

WordPress Forms Integration pricing →