1.Monitor wholesaler form submissions
Integrate Gravity Forms and data collection tools to capture new wholesaler registrations and trigger onboarding actions
Add wholesaler signups to onboarding sheet and account
Automatically monitor wholesaler registration form submissions across Gravity Forms. Create and update onboarding records when eligible registrations arrive—so you can add onboarding rows, normalize contacts, and provision WordPress accounts without manual onboarding tracking.
How this automation accelerates your wholesaler onboarding
When wholesaler registrations arrive without automatic capture, onboarding delays and duplicate outreach waste time. This automation filters eligible submissions, formats contact data, creates onboarding rows, and provisions WordPress users—so your team can onboard quickly without manual entry.
Gravity-Formulareor swap with your favorite app
2.Filters qualifying registrations
Integrate Filter by Zapier and rules engines to continue only for eligible registrations and skip non-matches
Filter von Zapieror swap with your favorite app
3.Formats contact fields
Integrate Formatter by Zapier and data normalization tools to format business and contact names and normalize emails
Formatter von Zapieror swap with your favorite app
4.Creates onboarding tracker row
Integrate Google Sheets and spreadsheet automation to map submission fields and create an onboarding tracker row
Google Sheetsor swap with your favorite app
5.Creates a site customer user
Integrate WordPress and user provisioning to create a new customer account from the onboarding row and email
WordPressor swap with your favorite app
Automate your work, your way
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Explore all account setup & configuration automations
Accelerate account readiness with automated provisioning, access assignment, and configuration updates
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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