Connect salesoptima and Formitize to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for salesoptima
Choose an Action
Automatically do this!
Create a Job
Enable Integrations or automations with these events of salesoptima and Formitize
Enable Integrations or automations with these events of salesoptima and Formitize
Actions
Create a Job
Create's a job in Formitize.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your salesoptima and Formitize accounts to viaSocket. Once connected, you can set up a workflow where an event in salesoptima triggers actions in Formitize (or vice versa).
Absolutely. You can customize how salesoptima data is recorded in Formitize. This includes choosing which data fields go into which fields of Formitize, setting up custom formats, and filtering out unwanted information.
The data sync between salesoptima and Formitize 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 Formitize. 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.
Learn MoreAbout Formitize
Formitize is a comprehensive platform designed to streamline business processes through digital forms and mobile solutions. It offers tools for creating, managing, and analyzing forms to enhance productivity and efficiency across various industries.
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