Enable Integrations or automations with these events of Formstack and Flexie CRM
Create a new submission on form
Delete an existing form by form id
Create a new form in your account
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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 Formstack and Flexie CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Formstack triggers actions in Flexie CRM (or vice versa).
Absolutely. You can customize how Formstack data is recorded in Flexie CRM. This includes choosing which data fields go into which fields of Flexie CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Formstack and Flexie 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 Formstack and Flexie 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.
Formstack is a versatile online form builder that enables users to build and design web forms without any coding expertise. It supports data collection, customer feedback, and internal processes enhancement through customizable forms and surveys.
Learn MoreFlexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.
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