Connect Formstack and Unifyy CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Formstack and Unifyy CRM
Enable Integrations or automations with these events of Formstack and Unifyy CRM
Actions
Create Form Submission
Create a new submission on form
Delete a Form
Delete an existing form by form id
Create a Form
Create a new form in your account
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Formstack and Unifyy CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Formstack triggers actions in Unifyy CRM (or vice versa).
Absolutely. You can customize how Formstack data is recorded in Unifyy CRM. This includes choosing which data fields go into which fields of Unifyy CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Formstack and Unifyy 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 Unifyy 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.
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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About Unifyy CRM
Unifyy is a sales CRM with a built-in dialer that unifies your sales communication, automates email and SMS followup, and much more!
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