Gravity Forms Zapier - User Guide

Gravity Forms Zapier - User Guide

For pricing and how to add to your website see at the bottom of the page.

Setup

Create a REST API Key to Connect to Zapier

To establish communication between your WordPress site and Zapier, you will need to create a Gravity Forms REST API 2 key to identify your connection to Zapier.
The user selected when creating the REST API key must be assigned to a role which has the gravityforms_edit_forms capability. You must also provide the ‘read/write’ access when creating the REST API key.

Follow these steps in the Forms > Settings > REST API to create a new Consumer Key and Consumer SecretSave this information in a secure place as you will need it for the next step to Authenticate at Zapier and you will not be able to edit or access this information again without creating a new REST API key.

Authenticating at Zapier

Now that you have your Consumer Key & Consumer Secret, go into My Apps in your Zapier Account Dashboard, click on Add Connection and search for Gravity Forms

Add new app connection from Zapier showing Gravity Forms App

Click on Gravity Forms and you’ll be presented with an Authentication screen from Zapier to “Allow Zapier to access your Gravity Forms Account”

Authentication dialogue from Zapier to Gravity requesting access to your REST API settings

Complete the steps to authenticate with your website through REST API:

  • Site URL: The Site URL is the base website URL where your form resides, ie https://jimmyspizza.com or https://shops.sallysdoughnuts.com. You can pull the Site URL from your Settings > General > Site URL in the WordPress dashboard.
  • Consumer Key: Collected from your step above when creating the REST API Key
  • Consumer Secret: Collected from the step above when creating the REST API key.

If your connection is successful, you’ll be returned to your Gravity Forms connections in the Zapier Account Dashboard and your new connection will be listed:

Gravity Forms App Connections at Zapier Dashboard

Once you have installed and authenticated the Zapier Add-On, you’re ready to begin using the Zapier Add-On.

Changes Between Zapier Add-On 4.0 and Prior Versions

Under prior versions of our Zapier Add-On, authentication to Zapier was managed at Zapier under Zaps with a webhook provided by Zapier and entered under the Zapier Feed Settings for each individual form. This was the Zapier v1.0 connection.

Under the current version of the Add-On that supports Zapier v2.0, authentication is managed at Zapier under My Apps using the REST API settings in Gravity Forms, Forms, Settings, REST API to create a website specific connection for Zapier. This allows you to have one App for each website under the Zapier Add-On for Gravity Forms and you can use the same Zapier App connection to manage multiple forms in your Zaps.

When troubleshooting your existing Zaps, you’ll know if your Zap is an “App Connection” (Current) or a “Zap Connection” (pre 4.0) if:

App Connection (Zapier v2.0+) – REST API

Zapier App Connection for Gravity Forms REST API Connection

Zap Connection (Zapier v1.0) – Legacy Webhook

Zapier Application Connection Legacy Gravity Forms Connection

Overview and pricing of this feature. Click here

Troubleshooting this feature? Click here


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