Simplify everyday Gravity Forms maintenance tasks such as exporting and deletion with automatic scheduling.
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:
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Format Options: Export data as CSV, Excel, JSON, or PDF.
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Scheduling: Set exports to run hourly, daily, weekly, monthly, or immediately upon form submission.
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Multi-Form Export: Combine entries from multiple different forms into a single export file.
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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:
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Targeted Deletion: Delete entire entries or only specific fields (like PII) while keeping the rest of the record.
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Storage Management: Automatically delete entries after they have been successfully exported to keep your WordPress database from bloating.
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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”:
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Email Delivery: Automatically email the export file to specific team members or clients.
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Cloud Storage: Upload files directly to Google Drive, Dropbox, Amazon S3, or FTP/SFTP (requires Professional/Agency licenses).
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Custom Messaging: Include a custom subject line and body in the notification email.
Common Use Cases
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Weekly Sales Reports: Automatically send an Excel sheet of the week’s revenue to the accounting department every Friday.
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GDPR Compliance: Automatically wipe sensitive user data 30 days after submission.
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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.
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Incomplete Lead Recovery: Export “Draft” submissions and email them to your sales team to follow up with users who didn’t finish the form.
- Categories: WordPress Plugins
- Tags: ForGravity
