Connect Formsite and workbooks to Build Intelligent Automations
Enable Integrations or automations with these events of Formsite and workbooks
Enable Integrations or automations with these events of Formsite and workbooks
Triggers
New Form Result
Triggers when a user submits a new form results.
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Frequently Asked Questions
To start, connect both your Formsite and workbooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Formsite triggers actions in workbooks (or vice versa).
Absolutely. You can customize how Formsite data is recorded in workbooks. This includes choosing which data fields go into which fields of workbooks, setting up custom formats, and filtering out unwanted information.
The data sync between Formsite and workbooks 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 Formsite and workbooks. 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 Formsite
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
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About workbooks
Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.
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