Connect Privyr and Formstack Documents to Build Intelligent Automations
Enable Integrations or automations with these events of Privyr and Formstack Documents
Enable Integrations or automations with these events of Privyr and Formstack Documents
Actions
Create Client
Creates a new client
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Frequently Asked Questions
To start, connect both your Privyr and Formstack Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in Formstack Documents (or vice versa).
Absolutely. You can customize how Privyr data is recorded in Formstack Documents. This includes choosing which data fields go into which fields of Formstack Documents, setting up custom formats, and filtering out unwanted information.
The data sync between Privyr and Formstack Documents 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 Privyr and Formstack Documents. 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 Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.
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About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
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