Feed actions

Estimated reading: 2 minutes

It is possible (if you have the permission on CampaignSuite) to set up Feed actions. A feed action is an action that can be performed by CampaignSuite shortly after a new submission has been made in Gravity Forms. Actions can be divided into two different categories:

1. Create a Salesforce object

With CampaignSuite it is possible to create a new record in Salesforce for every Object that is available. Consider, for example, a Case, Campaign or Destination. It is even possible to have multiple Feed actions executed one after the other and to use the generated IDs that are created per Feed in the mapping of the fields.

The screenshot below shows an example of a Feed action where a Case is created. A Feed condition has also been set. This means that this feed will only run if all conditions are met.

Feed name
Enter a recognizable name for the feed here
Type of action
Select the action you want to have performed here
Moment of execution
Some actons may require a Contact ID. In that case, choose the option At the end so that a Contact ID exists at the time of execution.
Salesforce Object
You will only see this when you choose the action type “Create a new record in Salesforce”. Choose an object from your Salesforce instance here.
Feed condition
These conditions work exactly the same as the conditions that can be set with form fields.

If you choose an action that is linked to a Salesforce object, all fields of this object will appear at Settings . Link these to the correct Gravity Forms fields to get the values correctly in Salesforce.

2. A custom action made by Gopublic

It is also possible that Gopublic makes custom actions in consultation with you. Consider, for example, creating Webshop orders or writing Gifts to Salesforce. Feel free to contact us if you would like to make use of this.