How to connect Formsite + Forecast
Zapier lets you send info between Formsite and Forecast automatically—no code required.
When this happens...
automatically do this!
- New Form ResultTriggers when a user submits a new form result.Trigger
- Create TaskCreates a task.Action
- Create ProjectCreates a project.Action
- Find a ProjectSearch for project by name.Action
- Find or Create ProjectFind or Create a ProjectAction
- Step 1: Authenticate Formsite and Forecast.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.