Connect Moaform and webCRM to Build Intelligent Automations

Choose a Trigger

Moaform

When this happens...

Choose an Action

webCRM

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Submission

New Submission

Triggers when a new form submission is received.

New Activity Is Created

New Activity Is Created

Runs when new activity is created

New Delivery

New Delivery

Runs when a new delivery is created.

New Document Created

New Document Created

Runs when new document is created

New Opportunity Created

New Opportunity Created

Runs when new opportunity is created.

New Organization

New Organization

Triggers when a new organization is created.

Do thisActions

Action is the task that follows automatically within your Moaform integrations.

Create Activity

Create Activity

Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.

List All Activities

List All Activities

Retrieves the list of all activities

List All Campaigns

List All Campaigns

Retrieves the list of all campaigns

List All Documents

List All Documents

Retrieves the list of all documents

List All Events

List All Events

Retrieves the list of all events

List All Meetings

List All Meetings

Retrieves the list of all meetings

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Frequently Asked Questions

How do I start an integration between Moaform and webCRM?

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

Can we customize how data from Moaform is recorded in webCRM?

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

How often does the data sync between Moaform and webCRM?

The data sync between Moaform and webCRM 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 Moaform to webCRM?

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 Moaform and webCRM?

Yes, you can set conditional logic to control the flow of data between Moaform and webCRM. 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.

Moaform

About Moaform

Moaform is a versatile online platform designed for creating and managing forms and surveys. It offers intuitive tools for collecting data, gathering feedback, and conducting research efficiently.

Learn More
webCRM

About webCRM

webCRM helps your sales team with the daily workflow and overview.

Learn More