2Checkout allows you to receive payments worldwide from over 200 countries. If you’re selling products or services to a wide variety of customers around the globe, or need to focus on a specific country that isn’t supported by other payment gateways, 2Checkout has you covered!

How does Gravity Forms integrate with 2Checkout?

The Gravity Forms 2Checkout Add-On enables the creation of a feed that can be triggered immediately after the form submission. For more details on setup, refer to the 2Checkout Add-On Documentation Pages.

How to trigger a 2Checkout feed in a Gravity Flow step?

Currently, the 2Checkout feed can only be triggered during form submission. If you need to trigger it as a step, you would need to use the Form Connector extension Form Submission step. Refer to our guide for configuring the Form Submission step.

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The ActiveCampaign Add-On for Gravity Forms allows you to connect your forms with your ActiveCampaign account to automatically send contact data, manage lists, and trigger automations.

Gravity Flow Integration

When a workflow includes an ActiveCampaign step, Gravity Flow ensures that the standard post-submission ActiveCampaign feed does not execute independently of the workflow. This allows you to control when ActiveCampaign actions occur during the workflow process.

Creating an ActiveCampaign Workflow Step

To add an ActiveCampaign step to the workflow:

1. From the Form Editor screen, navigate to Settings → Workflow.
2. Select Add New Step and set a Name for the step.
3. Choose the ActiveCampaign step as the Step Type.

1. Select an ActiveCampaign Feed created using the ActiveCampaign Add-On.
2. Click Update Step Settings to save the step.

ActiveCampaign Step Settings Reference

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The Advanced Post Creation Add-On allows you to convert submitted entries into a WordPress post, page, or custom post type, including extensive control of multiple features and metadata using the feed settings. For detailed setup instructions, see the Advanced Post Creation Add-On Documentation.

Gravity Flow Integration

Gravity Flow ensures that if your workflow contains a step associated with an Advanced Post Creation feed, the default post-submission feed will not execute independently. This allows precise control over when posts are created or updated, and ensures workflow steps such as approvals or conditions run before post submission.

Create a Form and a Feed

To set up a workflow that generates content, you must first create a Form and an Advanced Post Creation (APC) Add-On feed. If you already have a Form and feed, ensure it includes the necessary fields and settings outlined below, as these are used in the examples throughout this guide. You can also download the pre-built Form (No Workflow) and import it to your site.

Note: A Form with an associated APC feed is required to configure any workflow steps that create or update posts. Refer to the Advanced Post Creation Add-On documentation for detailed instructions on creating a Form with a feed.

Creating a Post Creation Workflow Step

We can now create a workflow to manage the entry through reviews, edits, and optional payment steps, notifying each assignee as needed.

1. From the Form Editor screen, navigate to Settings → Workflow.
2. Select Add New Step and enter a Name for the step.
3. Choose the Create Post step as the Step Type.
4. Select an Advanced Post Creation Feed that was created using the add-on.
5. Click Update Step Settings to save the step.

Create an Approval Loop

You can create an approval loop that allows approvers to send the entry back to the submitter (email field) to update values on the form. This process is covered in detail in the Configuring an Approval Process user guide.

Create a User Input Step

Make the following changes from the default settings:

1. Step Name.
   Revisions Required
2. Step Type.
   User Input
3. Assignee(s).
   Select the Email field in your form
4. Editable Fields.
   Select all fields

Note: There is no need to configure an assignee email because the approval step includes a “Revert to User Input” notification that will handle communication.

5. Update the Confirmation Message.
   Thank you. We will review your proposed changes and let you know if it is ready to be published.

Create an Approval Step

Make the following changes from the default settings.

1. Step Name.
   Review Community Post
2. Step Type.
   Approval
3. Assignee(s).
   Select the user or role responsible for reviewing content before publication
4. Revert to User Input Step.
   Enable and select the “Revisions Required” step
5. Workflow Note.
   Required if the entry is reverted or rejected

Activate the Rejection Email

1. Select the Email field in your form as the recipient
2. Include the {workflow_note} merge tag so the user understands why their content was not approved

Activate the Revert Email

1. Select the Email field in your form as the recipient
2. Include the {workflow_entry_link} merge tag so the user can access the entry to edit
3. Include the {workflow_note} merge tag so the user understands the required changes

{workflow_entry_link:text="Your entry is almost ready for publishing. 
Please revise your entry based on our editors feedback"}<br>{workflow_note}

Make a small change to the Create Post step you configured

1. From the Form Editor screen, navigate to Settings → Workflow and edit the “Prepare Draft Post” step.
2. At the bottom of the settings, set the Next Step to the “Review Community Post” approval step you created.
3. Save the settings.

This ensures that the User Input step is only included in the workflow when the approval assignee chooses to revert to it.

We are now ready to update and publish the post. If you want to charge (or pay) for published content, this would be a great spot in the workflow to add a Stripe based capture payment step.

Create Post Step Settings Reference

Creating a Post Update Workflow Step

To add an Update Post step to the workflow.

1. From the Form Editor screen, navigate to Settings → Workflow.
2. Select Add New Step and set a Name for the step.
3. Choose the Update Post step as the Step Type.
4. Click the Update Step Settings button to save the step.

When the workflow reaches this step in the workflow, it will read in the latest field values from the entry and update the post content and any other settings the APC feed has defined.

Update Post Step Settings Reference

Add a Notification Step

1. From the Form Editor screen, navigate to Settings → Workflow.
2. Click Add New to create a new step.
3. Enter a Name for the step.
   Inform Submitter
4. Enable the Workflow notification.
5. Select the Email field in your form as the recipient.
6. Enter a subject and message relevant to the post.
7. Click Update Step Settings to save the step.

The result is a workflow that will keep your content creation flowing with ease.

And the timeline for the entry shows when each feed or step was actioned.

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The Agile CRM Add-On for Gravity Forms allows you to connect your forms with your Agile CRM account to automatically send contact data, add tags, and create tasks or notes.

Gravity Flow Integration

When a workflow includes an Agile CRM step, Gravity Flow ensures that the standard post-submission Agile CRM feed does not execute independently of the workflow. This provides control over exactly when Agile CRM actions occur in your workflow sequence.

Creating an Agile CRM Workflow Step

To add an Agile CRM step to the workflow:

1. From the Form Editor screen, navigate to Settings → Workflow.
2. Select Add New Step and set a Name for the step.
3. Choose the Agile CRM step as the Step Type.

4. Select an Agile CRM Feed created using the Agile CRM Add-On.
5. Click Update Step Settings to save the step.

Agile CRM Step Settings Reference

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Gravity Flow includes built-in support for the  WP E-Signature plugin by ApproveMe. Administrators can add workflow steps at any point in the process to collect legally binding document signatures using the WP E-Signature plugin by ApproveMe.

Requirements

• WP E-Signature plugin by ApproveMe (business license) plus the Stand Alone documents add-on.
• Gravity Forms Signature Add-On by ApproveMe

Set up the Gravity Forms Signature Add-On by ApproveMe plugin following their installation instructions.

https://wordpress.org/plugins/gravity-signature-forms-add-on/installation

WP E-Signature Form (Feed) Settings

Add a WP E-Signature feed from the WP E-Signature forms settings tab. It will look something like this:

Test the form by submitting an entry for signature.

The WP E-Signature Step Settings

Once all the above is installed, configured and working then you’re ready to add your workflow step. You can add a signature step at any point in the workflow. For example, you might want to collect the signature in the middle of a workflow after some user input and approval steps and then end the process perhaps with a PayPal payment step.

When you select the WP E-Signature step type, the settings will appear below. The settings allow you to select the assignees, configure an assignee email, display instructions, select the display fields and select the next step just as you would for any workflow step.

The settings will look something like this:

The WP E-Signature Workflow Step – Entry Detail

When the assignee opens the entry detail page from the inbox, he/she will see the invitation status in the workflow box and the “Review & Sign” button. The button will open a new window with the standalone document ready to sign. The step will complete immediately after the document is signed.

The “Review & Sign” button will only appear if the email address of the step assignee is the same as the email address of the document signer defined by the Signer E-mail setting in the WP E-Signature feed settings (see above). 

If the email address of the assignee is different than the document signer email address, then the ‘Preview’ button will be displayed. The Preview button will open the standalone document, but it will not be possible to sign the document. This allows users to be assigned to the step in order to oversee the signing process. For example, a sales person can be assigned to the step along with the client. The client will be able to sign the document and the salesperson will see the entry in the inbox, check the status of the signature and resend the invitation (requires permissions to open the WP E-Signature plugin settings).

Notes

The WP E-Signature step was added in Gravity Flow 1.4.

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The AWeber Add-On for Gravity Forms allows you to connect your forms with your AWeber account to manage email marketing subscriptions. You can automatically add subscribers, assign tags, or trigger autoresponders when a form is submitted. AWeber provides powerful, easy-to-use email marketing tools that let you manage newsletters, schedule autoresponders, and track campaign performance through their integrated analytics platform.

Gravity Flow Integration

When a workflow includes an AWeber step, Gravity Flow ensures that the standard post-submission AWeber feed does not execute independently. This gives you complete control over when subscriber actions are processed within your workflow.

Creating an AWeber Workflow Step

To add an AWeber step to the workflow:

1. From the Form Editor screen, navigate to Settings → Workflow.
2. Select Add New Step and set a Name for the step.
3. Choose the AWeber step as the Step Type.

4. Select an AWeber Feed created using the AWeber Add-On.
5. Click Update Step Settings to save the step.

AWeber Step Settings Reference

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The Gravity Forms Breeze Add-On allows you to integrate your forms with Breeze to create tasks, assign team members, and organize project work directly from form submissions.

With Breeze you can easily organize, plan, and track project progress—prioritizing tasks, managing your team’s workload, and keeping everyone aligned. Create project boards, break tasks into stages, assign items to teammates, and set deadlines to ensure consistent progress.

Gravity Flow Integration

When a workflow includes a Breeze step, Gravity Flow ensures that the standard post-submission Breeze feed does not run automatically. This gives you full control over when a task is created in Breeze as part of your workflow.

By placing the Breeze step at the right point in a process, teams can ensure tasks are only created after approvals, reviews, or other workflow stages.

Creating a Breeze Workflow Step

To add a Breeze step to a workflow:

1. From the Form Editor screen, navigate to Settings → Workflow.
2. Click Add New Step and set a Name for the step.
3. Choose Breeze as the Step Type.

4. Select a Breeze Feed created using the Breeze Add-On.
5. Click Update Step Settings to save the step.

Breeze Step Settings Reference

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The Brevo Add-On for Gravity Forms allows you to connect your forms with your Brevo account to send contact data automatically. See the Brevo Add-On Documentation for setup instructions.

Gravity Flow Integration

Gravity Flow ensures that when a workflow includes a Brevo step, the standard post-submission Brevo feed will not execute independently. This provides control over when Brevo actions occur in the workflow.

Creating a Brevo Workflow Step

To add a Brevo step to the workflow:

1. From the Form Editor screen, navigate to Settings → Workflow.
2. Select Add New Step and set a Name for the step.
3. Choose the Brevo step as the Step Type.

4. Select a Brevo Feed created using the Brevo Add-On.
5. Click Update Step Settings to save the step.

Brevo Step Settings Reference

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The Capsule CRM Add-On for Gravity Forms allows you to connect your forms with your Capsule CRM account to automatically create contacts, organizations, and opportunities based on form submissions.

Capsule CRM is an intuitive and user-friendly customer relationship management platform designed to help businesses manage leads, customers, and sales pipelines efficiently. With its clean dashboard and extensive support resources, Capsule is a great choice for organizations of any size.

Gravity Flow Integration

When a workflow includes a Capsule CRM step, Gravity Flow ensures that the standard post-submission Capsule CRM feed does not execute independently of the workflow. This provides full control over when Capsule CRM actions.

Creating a Capsule CRM Workflow Step

To add a Capsule CRM step to the workflow:

1. From the Form Editor screen, navigate to Settings → Workflow.
2. Select Add New Step and set a Name for the step.
3. Choose the Capsule CRM step as the Step Type.

1. Select a Capsule CRM Feed created using the Capsule CRM Add-On.
2. Click Update Step Settings to save the step.

Capsule CRM Step Settings Reference

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The Gravity Forms CleverReach Add-On allows you to integrate your forms with your CleverReach account to automatically add subscribers, update contact records, and trigger email marketing workflows.

With CleverReach, creating beautiful and professional emails has never been easier. Choose from a wide range of customizable templates, send targeted campaigns to specific audience segments, and monitor detailed analytics to understand what’s working—and what isn’t.

Gravity Flow Integration

When a workflow includes a CleverReach step, Gravity Flow ensures that the standard post-submission CleverReach feed does not execute automatically. This gives you complete control over when a subscriber is added or updated within your email marketing lists.

Place the CleverReach step where it makes the most sense—after approvals, user input, or internal reviews—to ensure contacts only enter your email funnels at the right time.

Creating a CleverReach Workflow Step

To add a CleverReach step to a workflow:

1. From the Form Editor screen, navigate to Settings → Workflow.
2. Click Add New Step and enter a Name for the step.
3. Choose CleverReach as the Step Type.

4. Select a CleverReach Feed created using the CleverReach Add-On.
5. Click Update Step Settings to save the step.

CleverReach Step Settings Reference

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