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Beacon + Formstack

Create new Beacon records from every new Formstack submission

Experience seamless data management between Formstack and Beacon. With this workflow, when a new submission is made in Formstack, it initiates the creation of a new record in Beacon. It saves you time by reducing manual data entry and ensures the consistency of your records across the apps. It's a simpler, more effective way to manage your data.

Experience seamless data management between Formstack and Beacon. With this workflow, when a new submission is made in Formstack, it initiates the creation of a new record in Beacon. It saves you time by reducing manual data entry and ensures the consistency of your records across the apps. It's a simpler, more effective way to manage your data.

  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!
    BeaconBeacon
    Create Record

    Creates a new record (of any kind) in Beacon.

    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
    • WorkflowRequired

    Trigger
    Instant
    Try It
    • Record typeRequired

    • Record IDRequired

    Action
    Write
    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Record typeRequired

    Action
    Write
    • Record typeRequired

    Action
    Search
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About Beacon

Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything.
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Related categories

  • CRM (Customer Relationship Management)

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