Connect WPForms and Autotask to Build Intelligent Automations

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WPForms

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Autotask

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Enable Integrations or automations with these events of WPForms and Autotask

Enable Integrations or automations with these events of WPForms and Autotask

Triggers

New Form Entry

New Form Entry

Triggers on a new form entry.

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Frequently Asked Questions

How do I start an integration between WPForms and Autotask?

To start, connect both your WPForms and Autotask accounts to viaSocket. Once connected, you can set up a workflow where an event in WPForms triggers actions in Autotask (or vice versa).

Can we customize how data from WPForms is recorded in Autotask?

Absolutely. You can customize how WPForms data is recorded in Autotask. This includes choosing which data fields go into which fields of Autotask, setting up custom formats, and filtering out unwanted information.

How often does the data sync between WPForms and Autotask?

The data sync between WPForms and Autotask typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from WPForms to Autotask?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between WPForms and Autotask?

Yes, you can set conditional logic to control the flow of data between WPForms and Autotask. 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.

WPForms

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

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Autotask

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

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