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Agile CRM + Formstack

Add events in Agile CRM for new Formstack submissions

Effortlessly streamline your form submissions and event management with this Formstack to Agile CRM workflow. When a new submission is received in Formstack, an event will be created in Agile CRM, keeping your calendar up-to-date and ensuring you never miss out on important opportunities. This seamless process helps you save time and stay organized with ease.

Effortlessly streamline your form submissions and event management with this Formstack to Agile CRM workflow. When a new submission is received in Formstack, an event will be created in Agile CRM, keeping your calendar up-to-date and ensuring you never miss out on important opportunities. This seamless process helps you save time and stay organized with ease.

  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!
    Agile CRMAgile CRM
    Add Event

    Create event an event in Agile CRM.

    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

    • Track / MilestoneRequired

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Case

    Triggers when a new case is added in Agile CRM.

    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
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
  • Agile CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is add in AgileCRM.

    Trigger
    Scheduled
    Try It
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agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
Help

Related categories

  • CRM (Customer Relationship Management)

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formstack logo
formstack logo

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn moreHelp

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Related Zap Templates

  • Turn new Formstack submissions into Agile CRM contacts
  • Add new Formstack submissions to Agile CRM contacts as scores
  • Create Agile CRM notes for new Formstack submissions

Related Zap Templates