Connect Optform and Filestage to Build Intelligent Automations

Choose a Trigger

Optform

When this happens...

Choose an Action

Filestage

Automatically do this!

Ready to use Optform and Filestage automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Receives New Form Submission

Receives New Form Submission

Runs when a new form submission is received in Optform.

New Project

New Project

Triggers When a new project is created

Project is Archived

Project is Archived

Triggers when a project is archived.

Project is Deleted

Project is Deleted

Triggers when a project is removed.

New File Version Is Uploaded

New File Version Is Uploaded

Triggers when a new version of a file is uploaded.

File Version is Deleted

File Version is Deleted

Triggers when a file version is removed.

Do thisActions

Action is the task that follows automatically within your Optform integrations.

Create Folder

Create Folder

Creates a folder.

Create Project

Create Project

Creates a project in the specific folder.

Archive/Unarchive Project

Archive/Unarchive Project

Archives/Unarchives a chosen project.

Add Reviewers to Reviewers Group

Add Reviewers to Reviewers Group

Adds reviewers to a chosen reviewer group.

Create Review Comment

Create Review Comment

Creates a general comment for a provided version.

Get Reviewer Groups by Project

Get Reviewer Groups by Project

List all reviewer groups of a specific project.

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Frequently Asked Questions

How do I start an integration between Optform and Filestage?

To start, connect both your Optform and Filestage accounts to viaSocket. Once connected, you can set up a workflow where an event in Optform triggers actions in Filestage (or vice versa).

Can we customize how data from Optform is recorded in Filestage?

Absolutely. You can customize how Optform data is recorded in Filestage. This includes choosing which data fields go into which fields of Filestage, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Optform and Filestage?

The data sync between Optform and Filestage typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Optform to Filestage?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Optform and Filestage?

Yes, you can set conditional logic to control the flow of data between Optform and Filestage. 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.

Optform

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.

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Filestage

About Filestage

Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.

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