How to connect Agentcis + Formsite
Zapier lets you send info between Agentcis and Formsite automatically—no code required.
When this happens...
automatically do this!
- New ClientTriggers when a new client is added.Trigger
- New LeadTriggers when a new lead is added.Trigger
- New Office Check-InTriggers when a new office check-in is added.Trigger
- New ProspectTriggers when a new prospect is added.Trigger
- Add ContactAdd a new contact.Action
- Update ContactUpdate existing contact field.Action
- New Form ResultTriggers when a user submits a new form result.Trigger
- Step 1: Authenticate Agentcis + Formsite.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.