
When this happens...
New Submission

Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a form receives a new submission.
Triggers when a given action is performed on a Person or Organisation.
Triggers when a given action is performed on an Opportunity.
Triggers when a given action is performed on a Project.
Triggers when a given action is performed on a Task.
Triggers when a given action is performed on a user.
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
Creates a new Person or Organisation.
Update an existing opportunity
Get a list of all tasks

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 Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Fillout triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Fillout data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Fillout and Capsule 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 Capsule 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 MoreCRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
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