Connect Formstack and Flexie CRM to Build Intelligent Automations

Choose a Trigger

Formstack

When this happens...

Choose an Action

Flexie CRM

Automatically do this!

Enable Integrations or automations with these events of Formstack and Flexie CRM

Enable Integrations or automations with these events of Formstack and Flexie CRM

Actions

Create Form Submission

Create Form Submission

Create a new submission on form

Delete a Form

Delete a Form

Delete an existing form by form id

Create a Form

Create a Form

Create a new form in your account

Request a new Action for Formstack

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Frequently Asked Questions

How do I start an integration between Formstack and Flexie CRM?

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).

Can we customize how data from Formstack is recorded in Flexie CRM?

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.

How often does the data sync between Formstack and Flexie CRM?

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.

Can I filter or transform data before sending it from Formstack to Flexie CRM?

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 Formstack and Flexie CRM?

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

About Formstack

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.

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Flexie CRM

About Flexie CRM

Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.

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