Connect Formitize and relate to Build Intelligent Automations

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relate

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Frequently Asked Questions

How do I start an integration between Formitize and relate?

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

Can we customize how data from Formitize is recorded in relate?

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

How often does the data sync between Formitize and relate?

The data sync between Formitize and relate 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 Formitize to relate?

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 Formitize and relate?

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

Formitize

About Formitize

Formitize is a comprehensive platform designed to streamline business processes through digital forms and mobile solutions. It offers tools for creating, managing, and analyzing forms to enhance productivity and efficiency across various industries.

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relate

About relate

Relate is a simple collaborative sales and CRM software.

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