Connect telecrm and DataForms.io to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Create Form
Find Form, Template or Entry
Delete Form
Ready to use telecrm and DataForms.io automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
Create Form
Creates a new form in DataForms.io using a selected template, title, and submission settings.
Find Form, Template or Entry
Finds a form, template, or entry in your DataForms account by name or code and returns it.
Delete Form
Permanently remove a form so it no longer appears or can be used.
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Frequently Asked Questions
To start, connect both your telecrm and DataForms.io accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in DataForms.io (or vice versa).
Absolutely. You can customize how telecrm data is recorded in DataForms.io. This includes choosing which data fields go into which fields of DataForms.io, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and DataForms.io 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 telecrm and DataForms.io. 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 DataForms.io
Web-based form builder for businesses that creates, templates, and embeds custom forms on websites with team collaboration and role-based permissions. Provides integrations (Zapier, Make) and a RESTful API for automations and programmatic access (base URL: https://api.dataforms.io).
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