
When this happens...
New Form Submission

Automatically do this!
Add Contact
Create a Lead
Create Task
Create Product
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new form response is submitted
Runs when new lead is created
Runs when ticket is updated
Runs when lead is updated
Runs when contact created
Action is the task that follows automatically within your Mokaform integrations.
Create a new contact
Add lead and set follow-up
Create a task with due date
Add a new product to CRM
Save record and link modules
Get all fields in a module

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To start, connect both your Mokaform and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Mokaform triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how Mokaform data is recorded in Sanchay Crm. This includes choosing which data fields go into which fields of Sanchay Crm, setting up custom formats, and filtering out unwanted information.
The data sync between Mokaform and Sanchay 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 Mokaform and Sanchay 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.
Mokaform is a versatile platform designed for creating and managing online forms and surveys, enabling users to collect data efficiently and effectively.
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