Deskera + Formsite

Deskera + Formsite integrations

Create new Deskera deals from new Formsite form results

Effortlessly manage your sales leads and deals with this Formsite and Deskera automation. Once a new form result is submitted in Formsite, a corresponding deal will be created in Deskera CRM. This streamlined workflow ensures you stay on top of potential opportunities and easily track progress without any manual intervention. Simplify your sales process and improve efficiency with this powerful integration.

When this happens...
New Form ResultTriggers when a user submits a new form result.
TriggerInstant
automatically do this!
Create a New Deal in CRMCreates a new Deal in CRM on a specified action
ActionWrite

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More things you can do with Formsite and Deskera

Discover other triggers and actions you can use with Formsite and Deskera

- Form
  Required
Trigger
Instant
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New CRM+ Deal
Triggers when a New Deal is Created in CRM+.
Trigger
Instant
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New CRM Contact
Triggers when a New Contact is Created in CRM.
Trigger
Instant
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New Product
Triggers when a New Product is Created.
Trigger
Instant
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- Product Code
  Required
- Product Description
  Required
- Product Quantity
  Required
- Unit Price
  Required
- Discount
  Required
- Discount In Percent
  Required
- Tax Code
  Required
- Tax Amount
  Required
- Total Amount
  Required
- Product Order
  Required
- Purchase Invoice Item Code
- Is Draft?
- Is Received Completed?
- Ship From Address1
  Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1
  Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1
  Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Document Sequence Code
- Sequence Format
- Is Opening Invoice?
- Total Amount
  Required
- Payable Account Code
- Tax Amount
  Required
- Opening Document Number
- Status
  Required
- Contact Code
  Required
- Purchase Invoice Type
  Required
- Document Type
- Document Code
- Supplier Invoice Number
- Purchase Order Ref No
- Currency
  Required
- Exchange Rate
- Purchase Invoice Date
  Required
- Purchase Invoice Due Date
  Required
- Memo
- Attachments
- Unit Price GstInclusive
  Required
- Due Amount
- Is Recurring?
  Required
- Is Recurring Activated?
  Required
- Receipt Status
  Required
- 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 Name
  Required
- Contact Address
  Required
Action
Write

Create a New Contact in CRM+
Creates a new Contact in CRM+ on a specified action
Action
Write
- Name
  Required
- Email
- Contact Number
- New People Name
- Organization
- Amount
- Pipeline
  Required
- Stage
  Required
- Closing Date
  Required
- Deal Date
- Visibility
- Owner
- Sub Owners
Action
Write

- Order ID
  Required
- Total Price
- Sub Total Price
  Required
- Taxes Included
  Required
- Financial Status
  Required
- Email
- Contact ID
  Required
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Email
- Line Items Product Id
  Required
- Line Items Quantity
  Required
- Line Items Price
  Required
- Line Items Tax Rate
- Line Items Title
  Required
- Line Items Discount
  Required
- Total Tax
  Required
- Total Discount
  Required
- Shipping Lines
- Payment Account Code
- Billing Address1
- Billing Address2
- Billing Country
  Required
- Billing State
  Required
- Billing City
  Required
- Billing Postal Code
  Required
- Shipping Address1
- Shipping Address2
- Shipping Country
  Required
- Shipping State
  Required
- Shipping City
  Required
- Shipping Postal Code
  Required
Action
Write
- Product Name
  Required
- Product type
  Required
- Product Id
  Required
- Product Barcode
- Product description
- Purchase account code
  Required
- Sales account code
  Required
- 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 Uom
  Required
- Cost Of Goods Sold Account
  Required
- Stock Adjustment Account
  Required
- Inventory Account
  Required
- Category code
- Category Description
- Is Taxable
  Required
Action
Write
- Id
  Required
- Name
  Required
- Email
- Contact Number
- New People Name
- Organization
- Amount
- Pipeline
  Required
- Stage
  Required
- Closing Date
  Required
- Deal Date
- Visibility
- Owner
- Sub Owners
Action
Write

New CRM+ Contact
Triggers when a New Contact is Created in CRM+.
Trigger
Instant
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New Contact
Triggers when a New Contact is Created.
Trigger
Instant
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New CRM Deal
Triggers when a New Deal is Created in CRM.
Trigger
Instant
Try It
- Account Code
  Required
- Account Name
  Required
- Account Description
  Required
- Account Group Id
  Required
- Account Group Name
  Required
- Tax Code
  Required
- Currency Code
  Required
- Account Status
  Required
Action
Write
- Contact Id
- Contact Name
  Required
- email Id
  Required
- Receivable Account Code
  Required
- Payable Account Code
  Required
- Currency Code
  Required
- Payment Term Code
  Required
- Billing Address1
  Required
- Billing Address2
- Billing Country
- Billing State
- Billing City
- Billing PostalCode
- Is Preferred Billing Address?
  Required
- Shipping Address1
  Required
- Shipping Address2
- Shipping Country
- Shipping State
- Shipping City
- Shipping PostalCode
- Is Preferred Shipping Address?
  Required
- Status
  Required
- Is Customer?
  Required
- Is Vendor?
  Required
Action
Write
- Name
  Required
- Type
  Required
- Organization
- Label
- Email
- Country Code
- Phone
- Address
- Visibility
- Owner
- Sub Owners
Action
Write
- Document Type
- Document Code
- Purchase Order Ref No
- Currency
  Required
- Exchange Rate
- Sales Invoice Date
  Required
- Sales Invoice Due Date
  Required
- Memo
- Attachments
- Unit Price GstInclusive
  Required
- Due Amount
  Required
- Is Recurring?
  Required
- Is Recurring Activated?
  Required
- Product Code
  Required
- Product Description
- Product Quantity
  Required
- Unit Price
  Required
- Discount
  Required
- Discount In Percent
  Required
- Tax Code
- Tax Amount
  Required
- Total Amount
  Required
- Product Order
- Product Type
  Required
- Recurrence Type
- Recurrence Frequency
- Invoice Recurring Count
- Recurrence End Date
- Contact Name
  Required
- Contact Address
  Required
- Ship From Address1
  Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1
  Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1
  Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Ship By Date
  Required
- Fulfillment Status
- Is Draft?
- Fulfillment Complete
- Document Sequence Code
- Sequence Format
- Is Opening Invoice?
  Required
- Total Amount
  Required
- Payable Account Code
- Tax Amount
  Required
- Opening Document Number
- Status
  Required
Action
Write
- Is Draft?
- Ship From Address1
  Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1
  Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1
  Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Document Sequence Code
- Sequence Format
- Vendor Code
- Currency Code
  Required
- Contact Name
  Required
- Contact Address
  Required
- Delivery Date
  Required
- Document Date
  Required
- Due Date
  Required
- Exchange Rate
- Memo
- Order Type
- Unit Price GstInclusive
  Required
- Attachments
- Total Amount
  Required
- Opening Order
- Document Type
- Document Code
- Status
  Required
- 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 Code
  Required
- Contact Name
  Required
- Ship From Address1
  Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1
  Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1
  Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Currency
  Required
- Contact Address
  Required
- Exchange Rate
- Quotation Code
- Document Sequence Code
- Sequence Format
- Document Date
  Required
- Fulfillment Date
  Required
- Fulfillment On
- Valid Till Date
  Required
- Closed Date
- Memo
- Unit Price GstInclusive
  Required
- Attachments
- Status
- Fulfillment Status
- Is Deleted?
- Document Type
  Required
- Document Code
  Required
- Product Code
  Required
- Document Sequence Code
- Product Name
  Required
- Product Description
  Required
- Product Quantity
  Required
- Unit Price
  Required
- Discount
  Required
- Discount In Percent
  Required
- Tax Code
- Tax Name
- Tax Amount
- Amount
  Required
- Product Order
- Quotation Item Code
  Required
- Product Type
  Required
- Available Quantity
  Required
- Total Amount
  Required
- Is Draft?
- Ship By Date
  Required
- Fulfillment Type
  Required
Action
Write

About Deskera

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

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About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

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Forms & Surveys

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