Connect Formstack and Portal CX to Build Intelligent Automations

Choose a Trigger

Formstack

When this happens...

Choose an Action

Portal CX

Automatically do this!

Enable Integrations or automations with these events of Formstack and Portal CX

Enable Integrations or automations with these events of Formstack and Portal CX

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 Portal CX?

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

Can we customize how data from Formstack is recorded in Portal CX?

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

How often does the data sync between Formstack and Portal CX?

The data sync between Formstack and Portal CX 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 Portal CX?

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 Portal CX?

Yes, you can set conditional logic to control the flow of data between Formstack and Portal CX. 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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Portal CX

About Portal CX

PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.

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