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03 November, 2025

How GravityFlow can help you to automate your form based business processes

How GravityFlow can help you to automate your form based business processes

Table of Content

We once helped a small Sydney council that spent days chasing approvals for a single permit. The team had great forms but no clear flow. A simple change turned weeks of follow‑ups into a smooth, tracked process.

This article explains how a single wordpress workflow plugin layers on top of your existing gravity forms to move each entry from submission to sign‑off. It cuts manual work and reduces time to approval.

GravityFlow connects your forms to clear workflow steps, keeping data on your site and under your control. We outline licence options, multisite support and why this approach suits Australian businesses that care about compliance and data residency.

Read on to see how we standardise processes, automate notifications, and make each step visible so teams focus on outcomes, not admin. If you need hands‑on help, contact hello@defyn.com.au for support.

Key Takeaways

  • Use gravity flow to turn Gravity Forms into automated workflows that save time.
  • Keep data on your WordPress site for better compliance and control.
  • The plugin supports multisite and scalable licence options for intranets.
  • Automation cuts cycle time and improves transparency across workflows.
  • Automatic updates and support keep your processes secure and current.

Automate form-based workflows from submission to sign-off

Start by replacing email threads and spreadsheet trackers with a single, auditable flow that moves each form entry to the right person.

We route any form submission through defined workflow steps including approvals, user input/edit and notifications. Assignees can be users, roles or external email addresses, so tasks reach the right person without extra logins.

Turn email and spreadsheet chaos into secure, scalable processes

Using conditional logic, steps can branch, skip or loop based on the information in an entry. That keeps complex business processes running without manual oversight.

“We replaced fragmented trackers with a single flow that shows status, reduces follow‑ups and speeds approvals.”

Keep data on your own WordPress site for control and compliance

Data stays on your site, supporting governance and performance. Front‑end and admin task inboxes are responsive so users can action tasks quickly and see progress.

  • Clear notifications at submission, approval, rejection and completion.
  • User input updates mid‑process with controlled resubmits.
  • Reports show bottlenecks and time lost by step.
Feature Benefit Typical use
Workflow steps Visible progress and accountability Purchase approvals
Conditional logic Automated branching and loops Complex request routing
External assignees No extra accounts required Supplier reviews
Reporting Identify delays and tune time to approval Operational optimisation

If you need help to use gravity flow or to integrate with Gravity Forms, contact hello@defyn.com.au — we support Australian businesses with setup, conditional logic and reporting.

GravityFlow

Discover how a compact WordPress workflow tool turns form entries into managed tasks with timelines and approvals.

We define this plugin as the wordpress workflow plugin that layers powerful workflow steps onto Gravity Forms, so each form becomes an end‑to‑end process with clear ownership. Developed in 2015 by Steven Henty S.L., it extends Gravity Forms with unlimited, drag‑and‑drop workflow steps.

Core steps include approvals, user input/edit and notifications. You can assign tasks to users, roles or external email addresses so work lands where it should. Conditional logic at each workflow step lets you branch, skip or loop based on entry values.

The webhook step supports POST, PUT, GET, DELETE and PATCH with JSON or form encoding to connect ERPs, CRMs and custom APIs. Reporting and a detailed activity timeline show who acted, when, and how long each step took.

  • Drag‑and‑drop steps — easily create, add new or rearrange workflow steps without code.
  • Granular permissions — field‑level access protects sensitive data on your site.
  • Responsive inbox — users can action tasks from any device.

Automatic updates and background security fixes keep your workflows current and supported.

If you want help to use gravity flow or to integrate with Gravity Forms, contact hello@defyn.com.au — we support Australian businesses with setup, conditional logic and reporting.

Real-world workflows you can launch today with Gravity Flow

Launch practical workflows today that handle common business requests with minimal setup.

Ready‑to‑run flows speed onboarding and show quick wins. We deploy templates for vacation requests, purchase orders and admissions forms so each submission is validated, routed and tracked.

real world workflows gravity flow

Vacation requests, purchase orders and admissions forms

We map each form to the right approval chain and ensure complete data before routing. That reduces rework and gets approvals through faster.

Project initiation, RFPs and case management pipelines

For projects and RFPs we define workflow steps for triage, assignment, review and closure. Dashboards show pending requests and which steps block progress.

Time-based scheduling, drip emails and delayed steps

Use time rules to delay steps by date or elapsed time. This powers drip email sequences, reminders and staged reviews without manual follow‑up.

  • Connect to finance, HR or CRM systems using the webhook step to push data when an entry reaches a step.
  • Teams can easily create updates, add new reviewers or create new stages as policy changes.

“Our approach focuses on two or three high‑impact processes first to build momentum and show measurable savings.”

Need help? Contact hello@defyn.com.au if you are struggling with WordPress customisation or need support to use gravity forms and automation effectively.

WordPress workflow implementation and support for Australian businesses

We help Australian teams get a working WordPress workflow in days, not weeks.

Rapid setup aligns your gravity forms to clear business outcomes. We map one high‑value process first — vacation, onboarding or finance review — then expand the flow.

wordpress workflow

Rapid setup, licensing guidance and multisite considerations

We advise on licence gravity options, including the Ultimate licence for multisite with unlimited subsites. That makes intranet management simple and central.

Custom workflow step development, updates and ongoing optimisation

We craft custom workflow steps, build integrations with Form Connector or Incoming Webhook, and validate updates across environments.

  • Quick launch: configure steps so users see value in the first week.
  • Licence advice: choose a license that suits multisite and growth.
  • Ongoing support: we manage updates, reports and optimisation cycles.

“Our work reduces time to approval and keeps processes secure.”

Need help with developer customisation or support? Contact hello@defyn.com.au for implementation, tricky plugin work or licence guidance.

Conclusion

We recommend piloting one form to map each step, assign the right user and track every entry from request to completion. A small pilot proves how a single workflow reduces delays and shows clear outcomes.

Gravity Flow works with Gravity Forms so your forms become managed workflows. You can trial the demo with a 30‑day refund guarantee and run on the latest WordPress while keeping data on your servers.

With sensible license choices and rapid time to value, start small and scale processes that save the most time. If you need help unblocking a request or finalising a step configuration, contact hello@defyn.com.au and we’ll build a practical roadmap together.

FAQ

How can this plugin help me automate form-based business processes?

We help you replace manual email and spreadsheet work with a secure, auditable workflow that runs on your WordPress site. You create forms, add workflow steps such as approvals, user input and notifications, then let the system route submissions automatically. This reduces errors, speeds approvals and keeps data under your control for compliance.

What kinds of workflows can I automate from submission to sign-off?

You can automate approval chains, review tasks, edit stages and final sign-off. Common examples are vacation requests, purchase orders, admissions and project initiation. The system supports conditional branching, loops and scheduled delays so you can match real-world processes like multi-stage approvals or time-based reminders.

How does keeping data on my WordPress site help with control and compliance?

Hosting data on your own site gives you control over storage, backups and access permissions. You avoid third-party data silos and can apply your organisation’s privacy and retention policies. Combined with audit trails and role-based permissions, this helps meet internal governance and regulatory requirements.

What is this workflow plugin and how does it extend Gravity Forms?

The plugin integrates directly with Gravity Forms to add workflow orchestration around form entries. It turns static form submissions into actionable processes by attaching steps — approvals, tasks, webhooks and notifications — that trigger based on form data or conditional logic.

Can I create unlimited workflow steps and how easy is configuration?

Yes, you can design multiple steps to match your process. Configuration is drag-and-drop with clear settings for assignees, due dates and conditional rules. This makes it easy to model complex workflows without custom coding.

How does conditional logic work to branch or skip steps?

Conditional logic evaluates form fields or previous step outcomes to decide the next step. You can branch to different approvers, skip unnecessary steps or loop back for rework. This ensures each submission follows the correct path based on your rules.

Are approvals, user input and notifications built in?

Yes. The plugin includes approval tasks, user input/edit steps and configurable notifications. You can send emails, add reminders, and require users to edit entries before advancing, all from the workflow configuration screen.

Can I connect to external systems like CRMs or accounting software?

You can use webhooks and integration steps to send data to external services or trigger third-party APIs. This lets you link form workflows to CRMs, accounting platforms, or any system that accepts HTTP requests.

What reporting and audit capabilities are available?

Built-in reporting offers overviews of workflow statuses, completion rates and bottlenecks. Detailed audit trails record who acted, when and what changed, helping with accountability and post-event reviews.

Is there a task inbox and admin UI that work on mobile?

Yes. The front-end task inbox is responsive, letting staff review and action tasks on phones or tablets. The admin UI is also mobile-friendly so managers can monitor and update workflows while on the go.

Which real-world processes are fastest to launch?

High-impact starters include leave requests, purchase orders, admissions and simple case management. These processes often require clear approvals and forms, so automating them delivers fast time and cost savings.

Can I automate time-based actions like drip emails or delayed steps?

Yes. You can schedule future steps, add delays between actions, and set up drip email sequences tied to workflow milestones. This supports onboarding, follow-ups and staged communications.

What support do you provide for WordPress workflow implementation in Australia?

We offer rapid setup, licensing guidance and multisite advice tailored to Australian businesses. Our team can assist with configuration, optimisation and best-practice security to ensure your workflows run reliably.

Do you provide custom workflow step development and ongoing updates?

Yes. We develop custom steps, integrate with specialised systems and handle updates and optimisation. If you need help with WordPress customisation, contact hello@defyn.com.au for tailored support and consultancy.

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