Deskera + Formidable Forms

Create new Deskera deals from new Formidable Forms entries

Effortlessly streamline your sales process with this Formidable Forms and Deskera CRM workflow. Whenever a new entry is submitted through Formidable Forms, a deal is instantly created in Deskera CRM, saving you time and reducing the chance of manual errors. Boost your productivity and focus on what matters most - closing deals and nurturing customer relationships.

When this happens...
New Entry
Triggers when a new form is submitted.
TriggerInstant
automatically do this!
Create a New Deal in CRM
Creates a new Deal in CRM on a specified action
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New CRM+ Deal
Triggers when a New Deal is Created in CRM+.
Trigger
Instant
Try It
New CRM Contact
Triggers when a New Contact is Created in CRM.
Trigger
Instant
Try It
New Product
Triggers when a New Product is Created.
Trigger
Instant
Try It

- Product CodeRequired
- Product DescriptionRequired
- Product QuantityRequired
- Unit PriceRequired
- DiscountRequired
- Discount In PercentRequired
- Tax CodeRequired
- Tax AmountRequired
- Total AmountRequired
- Product OrderRequired
- Purchase Invoice Item Code
- Is Draft?
- Is Received Completed?
- Ship From Address1Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Document Sequence Code
- Sequence Format
- Is Opening Invoice?
- Total AmountRequired
- Payable Account Code
- Tax AmountRequired
- Opening Document Number
- StatusRequired
- Contact CodeRequired
- Purchase Invoice TypeRequired
- Document Type
- Document Code
- Supplier Invoice Number
- Purchase Order Ref No
- CurrencyRequired
- Exchange Rate
- Purchase Invoice DateRequired
- Purchase Invoice Due DateRequired
- Memo
- Attachments
- Unit Price GstInclusiveRequired
- Due Amount
- Is Recurring?Required
- Is Recurring Activated?Required
- Receipt StatusRequired
- Account Code
- Account Description
- Discount
- Discount In Percent
- Tax Code
- Tax Amount
- Amount
- Total Amount
- Account Order
- Recurrence Type
- Recurrence Frequency
- Invoice Recurring Count
- Recurrence End Date
- Contact NameRequired
- Contact AddressRequired
Action
Write
Create a New Contact in CRM+
Creates a new Contact in CRM+ on a specified action
Action
Write

- NameRequired
- Email
- Contact Number
- New People Name
- Organization
- Amount
- PipelineRequired
- StageRequired
- Closing DateRequired
- Deal Date
- Visibility
- Owner
- Sub Owners
Action
Write
- Order IDRequired
- Total Price
- Sub Total PriceRequired
- Taxes IncludedRequired
- Financial StatusRequired
- Email
- Contact IDRequired
- Contact First NameRequired
- Contact Last NameRequired
- Contact Email
- Line Items Product IdRequired
- Line Items QuantityRequired
- Line Items PriceRequired
- Line Items Tax Rate
- Line Items TitleRequired
- Line Items DiscountRequired
- Total TaxRequired
- Total DiscountRequired
- Shipping Lines
- Payment Account Code
- Billing Address1
- Billing Address2
- Billing CountryRequired
- Billing StateRequired
- Billing CityRequired
- Billing Postal CodeRequired
- Shipping Address1
- Shipping Address2
- Shipping CountryRequired
- Shipping StateRequired
- Shipping CityRequired
- Shipping Postal CodeRequired
Action
Write
- Product NameRequired
- Product typeRequired
- Product IdRequired
- Product Barcode
- Product description
- Purchase account codeRequired
- Sales account codeRequired
- Purchase return account code
- Sales return account code
- Purchase tax code
- Sales tax code
- Is purchase price tax inclusive?Required
- Is sales price tax inclusive?Required
- Stock UomRequired
- Cost Of Goods Sold AccountRequired
- Stock Adjustment AccountRequired
- Inventory AccountRequired
- Category code
- Category Description
- Is TaxableRequired
Action
Write
- IdRequired
- NameRequired
- Email
- Contact Number
- New People Name
- Organization
- Amount
- PipelineRequired
- StageRequired
- Closing DateRequired
- Deal Date
- Visibility
- Owner
- Sub Owners
Action
Write

- FormRequired
Trigger
Instant
Try It
New CRM+ Contact
Triggers when a New Contact is Created in CRM+.
Trigger
Instant
Try It
New Contact
Triggers when a New Contact is Created.
Trigger
Instant
Try It
New CRM Deal
Triggers when a New Deal is Created in CRM.
Trigger
Instant
Try It
- Account CodeRequired
- Account NameRequired
- Account DescriptionRequired
- Account Group IdRequired
- Account Group NameRequired
- Tax CodeRequired
- Currency CodeRequired
- Account StatusRequired
Action
Write
- Contact Id
- Contact NameRequired
- email IdRequired
- Receivable Account CodeRequired
- Payable Account CodeRequired
- Currency CodeRequired
- Payment Term CodeRequired
- Billing Address1Required
- Billing Address2
- Billing Country
- Billing State
- Billing City
- Billing PostalCode
- Is Preferred Billing Address?Required
- Shipping Address1Required
- Shipping Address2
- Shipping Country
- Shipping State
- Shipping City
- Shipping PostalCode
- Is Preferred Shipping Address?Required
- StatusRequired
- Is Customer?Required
- Is Vendor?Required
Action
Write
- NameRequired
- TypeRequired
- Organization
- Label
- Email
- Country Code
- Phone
- Address
- Visibility
- Owner
- Sub Owners
Action
Write
- Document Type
- Document Code
- Purchase Order Ref No
- CurrencyRequired
- Exchange Rate
- Sales Invoice DateRequired
- Sales Invoice Due DateRequired
- Memo
- Attachments
- Unit Price GstInclusiveRequired
- Due AmountRequired
- Is Recurring?Required
- Is Recurring Activated?Required
- Product CodeRequired
- Product Description
- Product QuantityRequired
- Unit PriceRequired
- DiscountRequired
- Discount In PercentRequired
- Tax Code
- Tax AmountRequired
- Total AmountRequired
- Product Order
- Product TypeRequired
- Recurrence Type
- Recurrence Frequency
- Invoice Recurring Count
- Recurrence End Date
- Contact NameRequired
- Contact AddressRequired
- Ship From Address1Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Ship By DateRequired
- Fulfillment Status
- Is Draft?
- Fulfillment Complete
- Document Sequence Code
- Sequence Format
- Is Opening Invoice?Required
- Total AmountRequired
- Payable Account Code
- Tax AmountRequired
- Opening Document Number
- StatusRequired
Action
Write
- Is Draft?
- Ship From Address1Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Document Sequence Code
- Sequence Format
- Vendor Code
- Currency CodeRequired
- Contact NameRequired
- Contact AddressRequired
- Delivery DateRequired
- Document DateRequired
- Due DateRequired
- Exchange Rate
- Memo
- Order Type
- Unit Price GstInclusiveRequired
- Attachments
- Total AmountRequired
- Opening Order
- Document Type
- Document Code
- StatusRequired
- Account Code
- Product Code
- Product Description
- Product Quantity
- Unit Price
- Discount
- Discount In Percent
- Tax Code
- Tax Amount
- Total Amount
- Product Order
- Purchase Order Item Code
- Is Drop Ship?
- Warehouse Code
- Back Order
Action
Write
- Contact CodeRequired
- Contact NameRequired
- Ship From Address1Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- CurrencyRequired
- Contact AddressRequired
- Exchange Rate
- Quotation Code
- Document Sequence Code
- Sequence Format
- Document DateRequired
- Fulfillment DateRequired
- Fulfillment On
- Valid Till DateRequired
- Closed Date
- Memo
- Unit Price GstInclusiveRequired
- Attachments
- Status
- Fulfillment Status
- Is Deleted?
- Document TypeRequired
- Document CodeRequired
- Product CodeRequired
- Document Sequence Code
- Product NameRequired
- Product DescriptionRequired
- Product QuantityRequired
- Unit PriceRequired
- DiscountRequired
- Discount In PercentRequired
- Tax Code
- Tax Name
- Tax Amount
- AmountRequired
- Product Order
- Quotation Item CodeRequired
- Product TypeRequired
- Available QuantityRequired
- Total AmountRequired
- Is Draft?
- Ship By DateRequired
- Fulfillment TypeRequired
Action
Write

About Deskera

Deskera is all you need to manage your organization's business and financial requirements.

Related categories

Accounting

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

Learn more Help

Related categories

Similar apps

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

PRODUCTS

CAPABILITIES

By team

Deskera + Formidable Forms

Create new Deskera deals from new Formidable Forms entries

Delete Entry

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New CRM+ Deal

New CRM Contact

New Product

Create a New Bill

Product CodeRequired

Product DescriptionRequired

Product QuantityRequired

Unit PriceRequired

DiscountRequired

Discount In PercentRequired

Tax CodeRequired

Tax AmountRequired

Total AmountRequired

Product OrderRequired

Purchase Invoice Item Code

Is Draft?

Is Received Completed?

Ship From Address1Required

Ship From Address2

Ship From Country

Ship From State

Ship From City

Ship From PostalCode

Ship To Address1Required

Ship To Address2

Ship To Country

Ship To State

Ship To City

Ship To PostalCode

Bill To Address1Required

Bill To Address2

Bill To Country

Bill To State

Bill To City

Bill To PostalCode

Document Sequence Code

Sequence Format

Is Opening Invoice?

Total AmountRequired

Payable Account Code

Tax AmountRequired

Opening Document Number

StatusRequired

Contact CodeRequired

Purchase Invoice TypeRequired

Document Type

Document Code

Supplier Invoice Number

Purchase Order Ref No

CurrencyRequired

Exchange Rate

Purchase Invoice DateRequired

Purchase Invoice Due DateRequired

Memo

Attachments

Unit Price GstInclusiveRequired

Due Amount

Is Recurring?Required

Is Recurring Activated?Required

Receipt StatusRequired

Account Code

Account Description

Discount

Discount In Percent

Tax Code

Tax Amount