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Simplify everyday Gravity Forms maintenance tasks such as exporting and deletion with automatic scheduling.

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  • We Purchased And Downloaded From Original Authors
  • 100% Clean & Original File
  • Product Version: 2.0.4
  • Last Updated: 2020-12-09
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This is EXACTLY the same product as distributed by the developer. Sales Page

Core Functionalities

The plugin revolves around three primary “Actions” that you can schedule or trigger automatically:

1. Automated Entry Exports

Unlike the native Gravity Forms export (which is manual and only supports CSV), Entry Automation allows you to:

  • Format Options: Export data as CSV, Excel, JSON, or PDF.

  • Scheduling: Set exports to run hourly, daily, weekly, monthly, or immediately upon form submission.

  • Multi-Form Export: Combine entries from multiple different forms into a single export file.

  • Smart Filtering: Use Gravity Forms’ conditional logic to only export specific entries (e.g., only “Paid” orders or “Incomplete” drafts).

2. Automatic Entry Deletion (GDPR & Maintenance)

Keep your database lean and compliant without lifting a finger:

  • Targeted Deletion: Delete entire entries or only specific fields (like PII) while keeping the rest of the record.

  • Storage Management: Automatically delete entries after they have been successfully exported to keep your WordPress database from bloating.

  • Draft Cleanup: Automatically clear out “Save and Continue” drafts that were never finished.

3. Automated Notifications & Delivery

Once an export is generated, the plugin handles the “hand-off”:

  • Email Delivery: Automatically email the export file to specific team members or clients.

  • Cloud Storage: Upload files directly to Google Drive, Dropbox, Amazon S3, or FTP/SFTP (requires Professional/Agency licenses).

  • Custom Messaging: Include a custom subject line and body in the notification email.

Common Use Cases

  • Weekly Sales Reports: Automatically send an Excel sheet of the week’s revenue to the accounting department every Friday.

  • GDPR Compliance: Automatically wipe sensitive user data 30 days after submission.

  • CRM/External Sync: Use the FTP or S3 upload to drop a JSON file into a folder that your external software polls for new data.

  • Incomplete Lead Recovery: Export “Draft” submissions and email them to your sales team to follow up with users who didn’t finish the form.

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