How to connect Chime + Formstack
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Triggers when a lead is moved to the selected group.
Creates a new lead.
Supported triggers and actionsWhat does this mean?
- Lead Group ChangedTriggers when a lead is moved to the selected group.TriggerInstant
- Lead Pipeline ChangedTriggers when a lead is moved to the selected pipeline.TriggerInstant
- New LeadTriggers when a new lead is assigned to you.TriggerInstant
- Create LeadCreates a new lead.ActionScheduled
- Update LeadUpdates an existing lead.ActionScheduled
- New FormTriggers when a new form is added.TriggerScheduled
- New SubmissionTriggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.TriggerInstant
Creates a submission for a form in FormStack.
- Step 1: Authenticate Chime + Formstack.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.
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