doBoard Addon for Gravity Forms / Project management / Task management

Description

Seamlessly integrate Gravity Forms with doBoard (Project management). Automatically create tasks, organize and track every message from site.

This add-on creates tasks in doBoard for every submission made through a Gravity Forms on your site. It automates the processing of leads, orders, support requests, and any other data collected through your websiteв’s forms. Short name (acronym) for the plugin is GF2DB.

doBoard.com is a project management app (PM). It helps teams communicate with users and manage midterm projects effectively.

KEY FEATURES

• Direct integration between Gravity Forms and doBoard.com. No need for team members to manually create new tasks, which saves time for real work.
• Automated task creation from submitted forms.
• Organization of project contact information.
• Team collaboration features for sales and support teams
• A simple alternative to heavyweight CRM platforms
• Ideal for small and medium teams managing customer relationships, service requests, or sales funnels through WordPress.

HOW DOES GF2DB WORK?

Every form entry goes directly into your doBoard project, creating tasks that can be assigned, tracked, and completed. No manual data transfer, no lost submissionsв – just a clear process from form to action. The workflow like this,

• Store contact information from submitted forms in organized projects
• Track customer interactions through comments and task updates
• Segment contacts by assigning them to specific projects or workflows
• Track interaction history and follow-up status in a single dashboard

Support

If you have questions or suggestions, contact us at welcome@cleantalk.org.

External services

This plugin integrates with api.doboard.com service. By using this plugin, you agree to terms and privacy policy of doBoard service.

Cases of data transmission to this service:

1. User Authentication
   Data Sent: Only the user_token as a URL query parameter.

2. Fetching Projects
   Data Sent: The account_id (in the path) and session_id (as a URL query parameter).

3. Fetching Task Boards (Tracks)
   Data Sent: The account_id (path), session_id, the fixed parameter status=ACTIVE, and an optional project_id (all as URL query parameters).

4. Fetching Labels
   Data Sent: The account_id (path) and session_id (as a URL query parameter).

5. Adding a Task
   Data Sent: The account_id (in the path). The task data (an array of properties like title, description, etc.) is sent in the body of the POST request, which is encoded as JSON.

6. Adding a Comment
   Data Sent: The account_id (in the path). The comment data (e.g., task_id, message, etc.) is sent in the body of the POST request, which is encoded as JSON.