Connect LionDesk and Form.taxi
Integrate LionDesk with Form.taxi to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in LionDesk when New Submission Arrives in Form.taxi
Start Campaign in Liondesk when New Submission Arrives in Form.taxi
Update Hotness in LionDesk when New Submission Arrives in Form.taxi
Find a Contact in LionDesk when New Submission Arrives in Form.taxi
List Campaigns in Liondesk when New Submission Arrives in Form.taxi
Popular LionDesk + Form.taxi flows
Start from a real workflow other teams are already running.
Choose a trigger
LionDesk
When this happens...
New Contact
Choose an action
Form.taxi
Automatically do this!
- Request a new Action for Form.taxi
Create Contact in LionDesk when New Submission Arrives in Form.taxi
Use this flowStart Campaign in Liondesk when New Submission Arrives in Form.taxi
Use this flowUpdate Hotness in LionDesk when New Submission Arrives in Form.taxi
Use this flowFind a Contact in LionDesk when New Submission Arrives in Form.taxi
Use this flowList Campaigns in Liondesk when New Submission Arrives in Form.taxi
Use this flowList Contacts from LionDesk when New Submission Arrives in Form.taxi
Use this flowList Custom Fields from LionDesk when New Submission Arrives in Form.taxi
Use this flowList Sources from LionDesk when New Submission Arrives in Form.taxi
Use this flowList Hotnesses from LionDesk when New Submission Arrives in Form.taxi
Use this flowList Events from LionDesk when New Submission Arrives in Form.taxi
Use this flowSupported Triggers & Actions
Everything you can automate between LionDesk and Form.taxi.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in Liondesk.
New Submission Arrives
Runs when a new form submission is received.
Do thisActions
Action is the task that follows automatically within your LionDesk integrations.
Create Contact
Creates a new contact in Liondesk.
Start Campaign
Start an existing campaign for a contact.
Update Hotness
Update the hotness of a contact.
Find a Contact
Search for a contact in your LionDesk account.
List Campaigns
Get a list of all campaigns.
List Contacts
Get a list of all contacts.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
Learn moreSimilar apps
About Form.taxi
Form.taxi is a platform designed to streamline the process of creating and managing forms specifically for the transportation industry. It allows users to easily build custom forms for bookings, feedback, and other transportation-related needs.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your LionDesk and Form.taxi accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between LionDesk and Form.taxi as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Form.taxi. No coding required.
Yes. You can set up a workflow where LionDesk triggers actions in Form.taxi, and a separate workflow where Form.taxi triggers actions in LionDesk. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between LionDesk and Form.taxi. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire LionDesk and Form.taxi integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
