Connect Formilla and followup-crm to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Formilla
Choose an Action
Automatically do this!
- Request a new Action for followup-crm
Enable Integrations or automations with these events of Formilla and followup-crm
Enable Integrations or automations with these events of Formilla and followup-crm
Actions
Update Contact
Update a Contact's
Create Contact
create a contact's
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your Formilla and followup-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Formilla triggers actions in followup-crm (or vice versa).
Absolutely. You can customize how Formilla data is recorded in followup-crm. This includes choosing which data fields go into which fields of followup-crm, setting up custom formats, and filtering out unwanted information.
The data sync between Formilla and followup-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 Formilla and followup-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.
About Formilla
Formilla.com is a leading provider of customer messaging software using a combination of Live Chat, Email, and In-app messaging tools in one powerful platform.
Learn MoreAbout followup-crm
Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.
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