How to Send Gravity Forms Submissions to Filevine

Filevine is a legal practice management platform. Gravity Forms captures data beautifully but does not push it to external platforms by default. AFI bridges that gap to Filevine. Here is the full setup.

Why connect directly?

Cloud automation tools like Zapier charge per task and route your data through external servers. AFI processes everything on your WordPress site. No per-submission fees, no external dependencies.

What you will need

• A WordPress site with Gravity Forms installed and at least one form.
• A Filevine account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Filevine to AFI

Filevine uses OAuth 2.0 for authentication. In AFI → Settings → Filevine, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Gravity Forms to Filevine.

2. Pick your trigger

Select Gravity Forms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

3. Select Filevine as the destination

Choose Filevine from the platform dropdown and pick Add Project. This creates a project in Filevine.

4. Map fields

Match each Filevine field on the left to the corresponding Gravity Forms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

Only want to send certain submissions? Set up a conditional rule based on any form field value.

6. Save and test

Click Save Integration. Fill out your Gravity form and submit. Check Filevine to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name and email to Filevine with unlimited submissions. Pro adds custom field mapping. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple Gravity Forms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

Install Advanced Form Integration free from WordPress.org and connect Gravity Forms to Filevine in minutes.