Connect Optform and Fellow to Build Intelligent Automations
Choose a Trigger
When this happens...
Receives New Form Submission
Choose an Action
Automatically do this!
List Action Items
Mark Action Item Complete
Archive Action Item
Ready to use Optform and Fellow automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Receives New Form Submission
Runs when a new form submission is received in Optform.
Do thisActions
Action is the task that follows automatically within your Optform integrations.
List Action Items
Show meeting action items
Mark Action Item Complete
Mark or unmark an action item
Archive Action Item
Archive an action item
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Frequently Asked Questions
To start, connect both your Optform and Fellow accounts to viaSocket. Once connected, you can set up a workflow where an event in Optform triggers actions in Fellow (or vice versa).
Absolutely. You can customize how Optform data is recorded in Fellow. This includes choosing which data fields go into which fields of Fellow, setting up custom formats, and filtering out unwanted information.
The data sync between Optform and Fellow typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Optform and Fellow. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Optform
Optform is a versatile platform designed to streamline form creation and data collection for businesses and individuals. With its user-friendly interface, Optform allows users to easily design, distribute, and analyze forms, making it an essential tool for efficient data management.
Learn MoreAbout Fellow
Tool for teams to create meeting agendas, capture notes, and assign action items.
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