Timo Pohjanvirta

Liana Technologies Oy

Jaakko Pero

<p>LianaAutomation for WPForms is an integration plugin for WPForms and the LianaAutomation marketing automation platform. It enables the creation of automations and segmenting customer data in the marketing automation solution LianaAutomation, based on form data collected from WPForms.</p>
<h4>Create Automations for your WordPress site visitors</h4>
<p>LianaAutomation allows you to collect data from your WordPress site, create segments based on the data, and create marketing automations based on those segments.<br />
With this tool, you can grow your business and create effective automations for many purposes, like retargeting, additional sales, or brand awareness.<br />
Implement rightly timed marketing actions based on the customer data you possess.</p>
<h4>Contribute and translate</h4>
<p>LianaAutomation is developed and supported by Liana Technologies Oy. Join our crew at GitHub or contact us using other means.</p>


LianaAutomation for WPForms

LianaAutomation for WPForms is an integration plugin for WPForms and the LianaAutomation marketing automation platform. It enables the creation of aut …

glomberg

alexandergull

sergefcleantalk

anton_cleantalk

CleanTalk Inc

<p>Seamlessly integrate Gravity Forms with doBoard (CRM). Automatically create tasks for every message from site.</p>
<p>This add-on creates tasks in doBoard for every submission made through a <a href="https://www.gravityforms.com/" rel="nofollow ugc">Gravity Forms</a> on your site. It automates the processing of leads, orders, support requests, and any other data collected through your website’s forms.</p>
<p><a href="https://doboard.com/?utm_source=wordpress.org&utm_medium=gf-addon-desc&utm_campaign=doboard-crm" rel="nofollow ugc">doBoard.com</a> is a project management system that can also be used as a customer relationship management (CRM) tool. It helps teams communicate with customers and manage midterm projects effectively.</p>
<h4>KEY FEATURES</h4>
<ul>
<li>Direct integration between Gravity Forms and doBoard.com. No need for team members to manually create new tasks, which saves time for real work. </li>
<li>Automated task creation from submitted forms.</li>
<li>Organization of project contact information.</li>
<li>Team collaboration features for sales and support teams</li>
<li>A simple alternative to heavyweight CRM platforms</li>
<li>Ideal for small and medium teams managing customer relationships, service requests, or sales funnels through WordPress.</li>
</ul>
<h4>HOW DOES IT WORK?</h4>
<p>Every form entry goes directly into your doBoard project, creating tasks that can be assigned, tracked, and completed. No manual data transfer, no lost submissions—just a clear process from form to action. The workflow like this,</p>
<ul>
<li>Store contact information from submitted forms in organized projects</li>
<li>Track customer interactions through comments and task updates</li>
<li>Segment contacts by assigning them to specific projects or workflows</li>
<li>Track interaction history and follow-up status in a single dashboard</li>
</ul>
<h4>SIMPLIFIED LEAD MANAGEMENT</h4>
<p>Sales and support teams can systematically manage incoming leads. Each submission becomes a trackable task with attached contact information, making it easy to assign responsibility, set follow-up dates, and track conversion progress.</p>
<h3>SUPPORT</h3>
<p>If you have questions or suggestions, contact us at <em>welcome@doboard.com</em>.</p>
<h3>EXTERNAL SERVICES</h3>
<p>This plugin integrates with api.doboard.com service. By using this plugin, you agree to <a href="https://doboard.com/terms-of-use/" rel="nofollow ugc">terms</a> and <a href="https://doboard.com/privacy-policy/" rel="nofollow ugc">privacy policy</a> of doBoard service.</p>
<p>Cases of data transmission to this service:</p>
<ol>
<li>
<p>User Authentication<br />
Data Sent: Only the user_token as a URL query parameter.</p>
</li>
<li>
<p>Fetching Projects<br />
Data Sent: The account_id (in the path) and session_id (as a URL query parameter).</p>
</li>
<li>
<p>Fetching Task Boards (Tracks)<br />
Data Sent: The account_id (path), session_id, the fixed parameter status=ACTIVE, and an optional project_id (all as URL query parameters).</p>
</li>
<li>
<p>Fetching Labels<br />
Data Sent: The account_id (path) and session_id (as a URL query parameter).</p>
</li>
<li>
<p>Adding a Task<br />
Data Sent: The account_id (in the path). The task data (an array of properties like title, description, etc.) is sent in the body of the POST request, which is encoded as JSON.</p>
</li>
<li>
<p>Adding a Comment<br />
Data Sent: The account_id (in the path). The comment data (e.g., task_id, message, etc.) is sent in the body of the POST request, which is encoded as JSON.</p>
</li>
</ol>


Forms to CRM / Gravity Add-On

Integrate doBoard (CRM) with Gravity Forms (GF). Automatically create tasks for leads, orders and support requests.

LianaAutomation for WPForms vs Forms to CRM / Gravity Add-On