Connect salesoptima and Formcrafts to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for salesoptima
Choose an Action
Automatically do this!
- Request a new Action for Formcrafts
Enable Integrations or automations with these events of salesoptima and Formcrafts
Enable Integrations or automations with these events of salesoptima and Formcrafts
Triggers
New Form Created
Triggers everytime a new form is created.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your salesoptima and Formcrafts accounts to viaSocket. Once connected, you can set up a workflow where an event in salesoptima triggers actions in Formcrafts (or vice versa).
Absolutely. You can customize how salesoptima data is recorded in Formcrafts. This includes choosing which data fields go into which fields of Formcrafts, setting up custom formats, and filtering out unwanted information.
The data sync between salesoptima and Formcrafts 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 salesoptima and Formcrafts. 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 salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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