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Affinity + Formstack

Create Affinity opportunities from new Formstack submissions

Easily turn new Formstack submissions into opportunities in Affinity with this seamless workflow. Whenever a form is submitted, the information will be used to create an opportunity in Affinity, helping you stay organized and prioritize potential deals. Streamline your process and manage sales opportunities more effectively with this automation.

Easily turn new Formstack submissions into opportunities in Affinity with this seamless workflow. Whenever a form is submitted, the information will be used to create an opportunity in Affinity, helping you stay organized and prioritize potential deals. Streamline your process and manage sales opportunities more effectively with this automation.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    AffinityAffinity
    Create a Opportunity

    Create a new opportunity. Use a Search if you do not want duplicates to be created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It
    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
    • ListRequired

    Trigger
    Scheduled
    Try It
    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • ListRequired

    Trigger
    Scheduled
    Try It
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About Affinity

Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your network.
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Related categories

  • CRM (Customer Relationship Management)

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