How to connect Formsite + CROSStrax
Zapier lets you send info between Formsite and CROSStrax automatically—no code required.
When this happens...
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- New Form ResultTriggers when a user submits a new form result.Trigger
- New CaseTriggers when a new case generated.Trigger
- New ClientTriggers when new client added.Trigger
- New ContactTriggers when a contact is created.Trigger
- New InvoiceTriggers when a new invoice generated.Trigger
- New Case NoteTriggers when new note added on case.Trigger
- Create Casecreates a new caseAction
- Create ClientCreates a ClientAction
Finds a client when creating a new case
- Step 1: Authenticate Formsite and CROSStrax.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.