Connect Optform and Search and Save to Build Intelligent Automations
Enable Integrations or automations with these events of Optform and Search and Save
Enable Integrations or automations with these events of Optform and Search and Save
Triggers
Receives New Form Submission
Runs when a new form submission is received in Optform.
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Frequently Asked Questions
To start, connect both your Optform and Search and Save accounts to viaSocket. Once connected, you can set up a workflow where an event in Optform triggers actions in Search and Save (or vice versa).
Absolutely. You can customize how Optform data is recorded in Search and Save. This includes choosing which data fields go into which fields of Search and Save, setting up custom formats, and filtering out unwanted information.
The data sync between Optform and Search and Save 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 Optform and Search and Save. 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 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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About Search and Save
The Search & Save system is a Medicare quoting system and CRM for agents use only.
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