How to connect Formsite + Adversus Dialer
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- New Form ResultTriggers when a user submits a new form result.Trigger
- New AppointmentTriggers when a new appointment has been bookedTrigger
- Lead UpdatedTriggers when a lead is updated/saved in Adversus.Trigger
- Add Contact to CampaignAdds a specific contact to a specified campaign.Action
- Create ContactCreates a new contact in a specified pool.Action
- Create LeadCreates a new lead with a specified pool and campaign.Action
- Update ContactUpdates an existing contact.Action
- Update LeadUpdates lead attributes (campaign, status, next contact time) based on an lead IDAction
- Adversus Dialer
Lookup existing contacts in Adversus, e.g. to avoid duplicates. The first result is used if multiple are found.
Scheduled
Action
- Adversus Dialer
Finds a lead based on the ID
Scheduled
Action
- Adversus Dialer
Finds a user based on their email
Scheduled
Action
- Adversus Dialer
Finds a user based on their Adversus user ID
Scheduled
Action
- Adversus Dialer
Find or Create Contact
Scheduled
Action
How Formsite + Adversus Dialer Integrations Work
- Step 1: Authenticate Formsite and Adversus Dialer.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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