Connect Teamgate and Formitize to Build Intelligent Automations
Ready to use Teamgate and Formitize automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new company is created
New Lead
Triggers when a new lead is created
New Deal
Triggers when a new deal is created.
New Product
Trigger when new product created.
New Person
Trigger when new person created.
Activity Status Changed
Triggers when an activity status is changed.
Do thisActions
Action is the task that follows automatically within your Teamgate integrations.
Create Lead
Create a new lead
Create Deal
Create a new deal
List All Companies
Retrieves the list of all company
List All User
Retrieves the list of all User
List All Pipeline Collection
Retrieves the get pipeline collection
List All Custom Fields
Retrieves all custom fields defined in your Teamgate account.
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Frequently Asked Questions
To start, connect both your Teamgate and Formitize accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamgate triggers actions in Formitize (or vice versa).
Absolutely. You can customize how Teamgate 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 Teamgate 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 Teamgate 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 Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
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About 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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