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GravityFlow Send invite from external system

Default functionality

  • If notifications can be sent from the website hosting gravityflow, you can use functions such as the form submission step to manage form submissions.

Different system eg CRM, sends notifications

If you need participants to submit forms as part of a workflow, and you need to send notifications from an independent system, do the following.

  • The system sending notifications, for example a third part crm, must be able to send a link in an email that includes
    • URL to the child form page
    • append a query such as/?master={entry-id-master}
    • Create a workflow step in the master to hold the entry using the incoming webhook step.
  • The child form must include
    • Hidden field that can be populated by a query string with the name used in the query, in this example, ‘master’
    • Use gravityperks autopopulate anything to populate other fields in the child form linking to the master form where the master form entry id is the same as the value stored in the hidden field.
    • Create a workflow in the child form
      • Step 1: update fields in the parent form on submission of the child form.
      • Step 2: Send outgoing webhook
        • Outgoing Webhook URL https://domain.com/wp-json/gf/v2/entries/{Entry ID: Master:1}/workflow-hooks
        • Raw Body
          • {
          • “workflow-api-key” : “Insert api key from incoming webhook step in master workflow”,
          • “workflow-api-secret” : “Insert api secret from incoming webhook step in master workflow”
          • }
    • These steps update the master form entry, then release the entry to continue the workflow.

GravityFlow Links Syntax

The workflow_hash allows an anonymous user to submit a form entry in a Form Submission Step

The gflow_access_token allows the required behavior to occur.

  • workflow_form_submission_link:
    • /?id=YY&workflow_parent_entry_id=XX&workflow_hash=
  • workflow_entry_link:
    • /workflow-inbox/?page=gravityflow-inbox&view=entry&id=XX&lid=XX&gflow_access_token=
  • workflow_entry_url:
    • /workflow-inbox/?page=gravityflow-inbox&view=entry&id=13&lid=62&gflow_access_token=
  • workflow_inbox_link:
    • /workflow-inbox/?page=gravityflow-inbox&gflow_access_token=
  • workflow_inbox_url:
    • /workflow-inbox/?page=gravityflow-inbox&gflow_access_token=
  • workflow_cancel_link:
    • /workflow-inbox/?page=gravityflow-inbox&view=entry&id=XX&lid=XX&gflow_access_token=
  • workflow_cancel_url:
    • /?page=gravityflow-inbox&view=entry&id=XX&lid=XX&gflow_access_token=
  • workflow_note:
    • workflow_timeline:
      webg: January 29, 2023 at 1:31 pm
      Sent to step: ANON: Create Entry DEMO Gform 2: Anonymous User Submission
    • webg: January 29, 2023 at 1:23 pm
      Sent to step: HOLD STEPID 30
  • Form Submission: January 29, 2023 at 1:22 pm
    • /workflow-inbox/?page=gravityflow-inbox&view=entry&id=XX&lid=XX&gflow_access_token=
  • workflow_approve_token:
    • eyJpYXQiOjE2NzQ5OTkwODYsImV4cCI6MTY3NTE3MTg4Niwic3ViIjoiZW1haWx8YW5kcmVuZWxsaW5AZ21haWwuY29tIiwic2NvcGVzIjp7InBhZ2VzIjpbImluYm94Il0sInN0ZXBfaWQiOjI3LCJlbnRyeV90aW1lc3RhbXAiOiIxNjc0OTk2OTI1IiwiZW50cnlfaWQiOjYyLCJhY3Rpb24iOiJhcHByb3ZlIiwidXNlcl9pZCI6MX0sImp0aSI6IjYzZDY3NTJlYmRhNWQifQ%3D%3D.21ef1b76bd538cbe60d7f1015f3544484f42c492005dbe1534385e096aeee929
  • workflow_reject_link:
    • /workflow-inbox/?page=gravityflow-inbox&view=entry&id=XX&lid=XX&gflow_access_token=
  • workflow_reject_url:
    • /workflow-inbox/?page=gravityflow-inbox&view=entry&id=XX&lid=XX&gflow_access_token=
  • workflow_reject_token:
    • eyJpYXQiOjE2NzQ5OTkwODYsImV4cCI6MTY3NTE3MTg4Niwic3ViIjoiZW1haWx8YW5kcmVuZWxsaW5AZ21haWwuY29tIiwic2NvcGVzIjp7InBhZ2VzIjpbImluYm94Il0sInN0ZXBfaWQiOjI3LCJlbnRyeV90aW1lc3RhbXAiOiIxNjc0OTk2OTI1IiwiZW50cnlfaWQiOjYyLCJhY3Rpb24iOiJyZWplY3QiLCJ1c2VyX2lkIjoxfSwianRpIjoiNjNkNjc1MmViZWE2MyJ9.cc46dace17275bf747597c4bb00f32d974a45a63af535f4d795c294ea26081a4

HubSpot Timeline Events Access and Refresh Tokens

You need

  • A developer account
  • An app in the developer account

Process: OAth 2.0 Authorization Code grant type

  1. Create the authorization url
    • https://app.hubspot.com/oauth/authorize?client_id={client_id}&scope={scopes}&redirect_uri={redirect_uri}
  2. App opens a browser window to send the user to the HubSpot OAuth 2.0 server
  3. User grants app access
  4. User redirected to the app with an authorization code
  5. App send a request to the OAuth2.0 server to exchange authorization code for an access token

Step By STep

LegalSigning Impact on GravityForm Hooks

From ForGravity Support:

  • Hooks like gform_after_submission still run each time the form is successfully submitted
  • They are triggered every time a signer submits the form regardless of which signer it is. Certain things might process later than normal like notifications, feeds, etc.
  • LegalSigning delay’s certain items like most notifications and add-on feeds until after the signing workflow tied to the entry is completed successfully.
  • DO NOT edit any entries that currently have a signing workflow in progress programmatically from within a filter or action.
    • Editing an entry like that will change the entry hash that the signing workflow logic will be checking against as each signer moves through the form to make sure the entered values from all the signers aren’t being tampered with to preserve the integrity of the legally binding document generation and could prevent signers accessing the form after that edit takes place from participating in the workflow.