
When this happens...
New Submission

Automatically do this!
List All Contacts
List All Companies
List All Events
List All Deals
List All Campaigns
List All Tracks
List All Tickets Filter
List All Pending Task
Create Contact
Create Company
Create Deal
Add Event
Create Ticket
Create Task
Add to Campaign
Add Note to Contact
Add Score to Contact
Add Tag to Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a form receives a new submission.
Triggers when a new contact is created in agile crm
Triggers when a new deal is created
Triggers when a task is created.
Action is the task that follows automatically within your Fillout integrations.
Get all response data provided by users.
Returns a single Responses by its ID
Deletes a submission by its ID
Retrieves the list of all contacts
Retrieves the list of all companies
Retrieves the list of all events

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Fillout and Agile CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Fillout triggers actions in Agile CRM (or vice versa).
Absolutely. You can customize how Fillout data is recorded in Agile CRM. This includes choosing which data fields go into which fields of Agile CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Fillout and Agile CRM 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 Fillout and Agile CRM. 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.
Fillout is a comprehensive form-building platform that allows users to create, customize, and manage online forms with ease. It offers a variety of templates and advanced features to streamline data collection and enhance user engagement.
Learn MoreAgile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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