Connect Optform and Aero Workflow to Build Intelligent Automations

Choose a Trigger

Optform

When this happens...

Choose an Action

Aero Workflow

Automatically do this!

Ready to use Optform and Aero Workflow automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Receives New Form Submission

Receives New Form Submission

Runs when a new form submission is received in Optform.

Request a new Trigger for Optform

Do thisActions

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

Get all Contacts

Get all Contacts

Gets a list of all Contact Names.

Find Aero Type Names

Find Aero Type Names

Gets a list of Aero Type Names.

Find All Task Aero

Find All Task Aero

Gets a list of Task Aeros.

Find All Team Members

Find All Team Members

Gets a list of Team Member Names.

Create Task

Create Task

Creates a new Aero Task.

Create Email Aero

Create Email Aero

Creates a new Aero Email.

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Frequently Asked Questions

How do I start an integration between Optform and Aero Workflow?

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

Can we customize how data from Optform is recorded in Aero Workflow?

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

How often does the data sync between Optform and Aero Workflow?

The data sync between Optform and Aero Workflow 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 Optform to Aero Workflow?

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 Optform and Aero Workflow?

Yes, you can set conditional logic to control the flow of data between Optform and Aero Workflow. 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.

Optform

About Optform

Optform is a versatile platform designed to streamline form creation and data collection for businesses and individuals. With its user-friendly interface, Optform allows users to easily design, distribute, and analyze forms, making it an essential tool for efficient data management.

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Aero Workflow

About Aero Workflow

Aero Workflow management designed by accountants for accountants. It is a robust and flexible automation platform designed to streamline business processes across various domains.

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